Groups and Types

In this lesson, you will learn how to organise your clients into specific categories using Groups and Types. This will allow you to personalise pricing, booking policies, and more. 

By the end of this lesson, you will be able to: 

 1. Create client categories using Groups and Types. 

 2. Accurately assign these categories to your clients. 

 3. Use filters to locate clients based on their category.

I. What are client GROUPS and TYPES?

In Matchpoint, you can classify your clients into two main categories: 

• Groups: A client can belong to one or more groups, and you can set specific dates for their group membership. 
• Types: Each client can belong to only one client type.

These categories are useful for applying to them a special pricing or specific booking policies.

II. How to create client Groups and Types?

1. Go to Customers > Customers > Groups or Customers > Customers > Customer Type, depending on the category you wish to create.
2. Create a new Category.
   a. Click the New button. 
   b. Assign a name 🔎e.g., "VIP Members" or "Students". 
   c. Write a brief description to identify the category.

III. Assigning categories to your clients

Once you have created a category, follow these steps to assign it: 

Assigning groups:

1. Find the client: Go to Customers > Customers > Customers, or use the quick search icon.  
2. Access the client profile: Click on the desired client.   
    
3. In the General section, click "Assign Group".    
    
4.  Select the group you want to add the client to. 
    
5.  If necessary, specify the validity dates for this assignment.
    
6.  Update the information: Click the Save button at the bottom of the page.  

Assigning Types:

1. Find the client: Go to Customers > Customers > Customers, or use the quick search icon. 
2. Access the client profile: Click on the desired client. 
3. In the Additional Information > Management section, select the desired client type from the drop-down menu. 
4. Update the information: Click the Save button at the bottom of the page.

IV. How to filter and locate clients by category

If you need to find clients belonging to a specific group or type: 

1. Access the client list: Go to Customers > Customers > Customers. 
2. Use the search filters: select the group or client type from the available filters. Apply the filters to view the results.

This way you can quickly identify clients belonging to a specific category and optimise your management. 

Congratulations! You have completed this module of the basic course. You now know how to categorise your clients efficiently, enabling you to manage pricing, policies, and personalised experiences for each type of user. 

Ready to continue learning? Move on to the next module to discover more system functionalities!

Related to

• Academy