Customers: How do I tag a Customer as being in a Customer Segment?

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 tag a Customer as being in a Customer Segment the Customer Segment must first be created. See How do I create a Customer Segment?

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 a segment/s you wish this Customer to be a part of, then click Save.

One Customer may be a part of multiple Customer Segments.

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.


Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.

or call (628) 500-7735