---
title: How to create and/or modify customer groups in the CRM?
description: Learn how to create and manage customer groups in the Siana CRM, apply automatic discounts, and configure the services assigned to each group.
---

[Skip to content](https://help.spalopia.app/en/centro-de-ayuda/cómo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm#main-content)

- [English](https://help.spalopia.app/en/centro-de-ayuda/c%C3%B3mo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)
- [Español](https://help.spalopia.app/es/centro-de-ayuda/cómo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)
- [Português - Portugal](https://help.spalopia.app/pt-pt/centro-de-ayuda/cómo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)

English

Show submenu for translations

[![spl-siana-imagotype-color.svg\]](https://help.spalopia.app/hubfs/spl-siana-imagotype-color.svg)](https://sianabyspalopia.com/)

Open main navigation

Close main navigation

- - [English](https://help.spalopia.app/en/centro-de-ayuda/c%C3%B3mo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)
    - [Español](https://help.spalopia.app/es/centro-de-ayuda/cómo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)
    - [Português - Portugal](https://help.spalopia.app/pt-pt/centro-de-ayuda/cómo-crear-y/o-modificar-los-grupos-de-cliente-en-el-crm)

  English
  
  Show submenu for translations

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Support center](https://help.spalopia.app/en/centro-de-ayuda?hsLang=en)
2. [CRM](https://help.spalopia.app/en/centro-de-ayuda/crm?hsLang=en)
3. [Groups and Channels](https://help.spalopia.app/en/centro-de-ayuda/crm?hsLang=en#groups-and-channels)

# How to create and/or modify customer groups in the CRM?

**Siana’s CRM** allows you to create and manage customer groups to organise user profiles and apply automatic discounts to bookings.

To create a new customer group, the following fields must be completed:

1. Go to “***CRM \> Groups***”.
2. Click ***“Add new”*** or select the group you want to edit.
3. Complete the following fields:

- **Name** (required)
- **Description** (optional)
- **Booking/Voucher Discount** (optional):You can assign a base discount that will be automatically applied to all purchases associated with this group.  
  📌 Remember to always add the negative sign (-10%, -25%, etc.).

 

##### How to assign a customer group?

There are two ways to assign a customer group:

- In “***CRM \> Customers***”, by editing the customer profile. Example:
- When **adding a new appointment in the calendar**, by selecting the group during the creation process.

👉 [How to add a booking in the calendar?](https://help.spalopia.app/en/centro-de-ayuda/how-to-add-a-booking-in-the-agenda?hsLang=en)  
👉 [How to modify an existing appointment?](https://help.spalopia.app/en/centro-de-ayuda/how-to-edit-an-existing-booking?hsLang=en)

 

##### Is the customer group active for all services?

By default, the system automatically activates the new customer group for all services, and availability may take a few minutes to be reflected.

Once created, you can manually define which services the group will apply to in two ways:

- **In “CRM \> Groups”**

Click on the **“Services**” column to open the pop-up window with the complete list of treatments. Once opened, place the cursor over the service, click the pencil icon to edit, enable or disable the option, and save the changes.

📌 Note: If you prefer to disable all services for the created group and then manually select which services it will apply to, please write to [soporte@spalopia.com](mailto:soporte@spalopia.com) so we can make the change.

- **In “Manage \> Treatments or Packages”**

Open the corresponding treatment or package and go to “**Advanced \> Customer Groups**” to activate or deactivate the created group as needed.

 

✉️ If you have any questions during the process, please do not hesitate to contact us at [soporte@spalopia.com](mailto:soporte@spalopia.com)

- [Configuration and settings](https://help.spalopia.app/en/centro-de-ayuda/configuration-and-settings?hsLang=en#main-content)

    - [Basic Configuration](https://help.spalopia.app/en/centro-de-ayuda/configuration-and-settings?hsLang=en#basic-configuration)
    - [Advanced Configuration](https://help.spalopia.app/en/centro-de-ayuda/configuration-and-settings?hsLang=en#advanced-configuration)
    - [Payment Methods](https://help.spalopia.app/en/centro-de-ayuda/configuration-and-settings?hsLang=en#payment-methods)
- [Agenda](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#main-content)

    - [Resources](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#resources)
    - [Reservations](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#reservations)
    - [Employees](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#employees)
    - [Treatments](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#treatments)
    - [Packs](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#packs)
    - [Settings](https://help.spalopia.app/en/centro-de-ayuda/agenda?hsLang=en#settings)
- [Online Booking/Sales Engine](https://help.spalopia.app/en/centro-de-ayuda/online-booking-sales-engine?hsLang=en#main-content)

    - [Reservations](https://help.spalopia.app/en/centro-de-ayuda/online-booking-sales-engine?hsLang=en#reservations)
    - [Tips](https://help.spalopia.app/en/centro-de-ayuda/online-booking-sales-engine?hsLang=en#tips)
    - [Settings](https://help.spalopia.app/en/centro-de-ayuda/online-booking-sales-engine?hsLang=en#settings)
    - [Refunds](https://help.spalopia.app/en/centro-de-ayuda/online-booking-sales-engine?hsLang=en#refunds)
- [CRM](https://help.spalopia.app/en/centro-de-ayuda/crm?hsLang=en#main-content)

    - [Groups and Channels](https://help.spalopia.app/en/centro-de-ayuda/crm?hsLang=en#groups-and-channels)
    - [Online pre check-in](https://help.spalopia.app/en/centro-de-ayuda/crm?hsLang=en#online-pre-check-in)
- [Reports](https://help.spalopia.app/en/centro-de-ayuda/reports?hsLang=en#main-content)

    - [Reports](https://help.spalopia.app/en/centro-de-ayuda/reports?hsLang=en#reports)
- [Point of Sale](https://help.spalopia.app/en/centro-de-ayuda/point-of-sale?hsLang=en#main-content)

    - [Point of Sale Operation](https://help.spalopia.app/en/centro-de-ayuda/point-of-sale?hsLang=en#point-of-sale-operation)
    - [Products](https://help.spalopia.app/en/centro-de-ayuda/point-of-sale?hsLang=en#products)
    - [Configuration | Point of Sale](https://help.spalopia.app/en/centro-de-ayuda/point-of-sale?hsLang=en#configuration-point-of-sale)
- [Integrations](https://help.spalopia.app/en/centro-de-ayuda/integrations?hsLang=en)
- [Statistics](https://help.spalopia.app/en/centro-de-ayuda/statistics?hsLang=en)

[![Spalopia](https://help.spalopia.app/hs-fs/hubfs/spl-imagotype-color-1.png?width=150&height=72&name=spl-imagotype-color-1.png "Spalopia")](https://sianabyspalopia.com/en/)

Copyright © 2026, Spalopia S.L.