Customer Categories

Not every customer should be treated identically. A first-time visitor and a 5-year loyalist have different expectations. A corporate account and a walk-in have different billing needs. A student and an executive have different price sensitivities. Customer Categories give you the segmentation foundation to handle all of this naturally.Create categories that fit your businessVIP / Premium: Special pricing, priority booking, exclusive servicesCorporate: Account-based billing, group discounts, invoice payment termsStudent / Senior: Verified discount eligibilityMember: Subscription-style customers with included benefitsNew customer: Welcome offers, onboarding flowsAt-risk / Lapsed: Customers who haven't returned in a defined periodWhat each category can unlockSpecific pricing rules (discounts or premiums)Access to certain services only available to that categoryDifferent reminder and communication workflowsCustom booking permissions (skip approval, longer cancellation windows, etc.)Targeted marketing campaigns through your CRM or Mailchimp integrationAutomatic and manual assignmentCustomers can be assigned to categories manually or automatically based on rules: number of past appointments, total spend, time since last booking, services purchased, and more.Real outcomesA salon offers "Inner Circle" pricing to clients with 10+ visits. A clinic gives corporate accounts net-30 invoicing. A coaching practice gives student rates with valid ID. The segmentation builds itself once you set the rules.