Location

Navigate to:

Account Settings → Customer Groups

You should see:

• A list of existing customer groups

• A + Customer Group button (top right)

• A Save button (top right)

Step-by-Step Instructions

Step 1: Open Customer Groups

1. Go to Account Settings

2. Click Customer Groups in the left-hand menu

You will see the list of existing groups or starting from scratch. 

Step 2: Click “+ Customer Group”

In the upper-right corner of the page:

• Click the blue + Customer Group button

A new editable row will appear in the list.

Step 3: Enter the Customer Group Name

Type the name of the new group into the blank field.

Step 4: Ensure the Group is Enabled

On the far right of the row:

• Confirm the checkbox is selected (✓)

If unchecked, the group will not be active.

Step 5: Click “Save”

In the upper-right corner:

• Click the green Save button

⚠️ Important: The group will not be created unless you click Save.

After Creation

Once saved, the new Customer Group will:

• Appear in the Customer Group dropdown when creating or editing customers

• Be available in filters and reporting

• Be available for segmentation and scorecards