A Customer Segment allows you to create a group of Customers and apply certain online booking criteria to those Customers only
Customer Segment settings override all other system settings
To create a Customer Segment click Customers > Segments then Add Segment:
|Name||Enter a name for the Segment. |
This name will be displayed in expanded view areas (such as the Customer profile)
|Short Name||Enter an abbreviated name for the Segment.|
This name will be displayed in constrained view areas (such as the Customer list)
|Colour||Select a colour of the label used to display the name|
|Online Payment Capture Required||If you would like this Segment to override global online booking card capture settings:|
System Default: Use the card capture settings from the main Online Booking Preferences
Required: Force card capture to be required regardless of global setting
Not Required: Force card capture to be not required regardless of global setting
For more information on capturing customers credit cards during payments made online see How do I store and charge customer credit cards?
|Online Payment Deposit Required||If you would like this Segment to override global online booking deposit settings enter a value as per below:|
Blank: Use the deposit settings from the main Online Booking Preferences
0 value: Disable deposit regardless of global setting
1-100 (%) value: Force deposit override of global setting with nominated value
For more information on taking deposits and payments online see How do I take deposits and payments online?
|Online Booking Allowed||Select if online booking is Allowed or Not Allowed for Customers in this Segment|
Click Save when finished
To place a Customer into a Customer Segment, click Customers > List then Edit by the Customers name and select the Segments tab (only visible if at least one Segment has been created)
Select the Segment/s you wish this Customer to be a included in, then click Save
One customer may be a part of multiple Customer Segments
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