Client Groups

Client groups allow you to categorize and identify various clients.

You can access this feature at Configuration () > System Settings > Client Groups.

Create a Client Group

To create a group, fill in the details under Add Client Groups.

  • You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
  • You can assign a group discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
  • You can exempt the group from suspensions or terminations. This does not apply to fixed-term or free trial products.
  • You can enable Separate Invoices for an entire group.

You can add, edit, and remove client groups here. However, you can’t remove a group that is in use.

Use the client’s profile area to assign or change their groups.

Domain Pricing Slabs

Domain pricing slabs let you specify different prices for clients within a client group. For example, you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature. You could even use this to give a single customer custom pricing.

If a domain extension doesn’t have a set custom price, the system charges the client the default base slab pricing.

For steps to configure and deactivate pricing slabs, see Domain Pricing.

Assigning a Client to a Client Group

To assign a client to a client group:

  1. Go to Clients > View/Search Clients and select the client.
  2. Select the Profile tab.
  3. Use the Client Group menu to set the required client group.
  4. Click Save Changes.

Last modified: May 31, 2024