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:

Go to “CRM > Groups”.
Click “Add new” or select the group you want to edit.
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?
👉 How to modify an existing appointment?

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 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