Customer Groups: earn rates, discounts, and redemption

Overview

• Customer Groups are Business-level and reusable across Stores.
• Each group can set Earn rate (%), Discount rate (%), Allow point redemption, Active state, Default state, and Sort order.
• The Default group is assigned when a customer is created without another explicit group.
• Only active groups are normally selectable for new assignments. The default group is kept active by the loyalty defaults logic.
• Lower sort-order values appear earlier in group lists.

When to use this

• Use groups for stable customer types such as Standard, VIP, Staff, Wholesale, or Subscription members when their loyalty/discount rules differ.

Step-by-step

1. Open Settings → Customer Groups.
2. Create a group with a clear name.
3. Set Earn rate and Discount rate independently.
4. Choose whether members may redeem points.
5. Set one appropriate active group as Default.
6. Assign customers to the correct group from Customer Detail.

Common mistakes

• Do not assume a 10% group Discount also means a 10% loyalty Earn rate; they are separate fields.
• Do not create a group solely for a one-off promotion that should instead be a Store Discount.
• Do not deactivate the default group as a way to stop loyalty globally; use Loyalty Settings.

Troubleshooting

• If a group cannot be selected, confirm it is active.
• If a customer's benefits seem wrong, verify which group the customer actually belongs to.
• If multiple groups look similar, review their earn rate, discount rate, redemption setting, and customer count before editing.