Customer Categories allow you to group and organise your clients based on specific criteria.
Instead of treating every customer the same, you can segment them into structured groups — helping you personalise services, pricing, and communication.
You can create categories such as:
VIP Clients
Members
New Customers
Corporate Clients
Trade Customers
NHS / Student Discount
Warranty Customers
High-Risk Medical
This makes your booking system smarter and more tailored to your business model.
Customer Categories can be used to:
Apply special pricing
Offer exclusive services
Restrict certain bookings
Track loyalty groups
Segment reporting
It gives you more control over how different types of customers interact with your system.
Follow these steps to create and manage customer categories:
Step 1: Create a Customer Category
Log into your Get Synced dashboard.
Navigate to Customers.
Select Customer Categories.
Click Create New Category.
Name the category and save.
Example:
“VIP”
“Trade Account”
“Monthly Member”
Step 2: Assign Customers to a Category
You can:
Assign categories manually from the customer profile
Apply categories during registration (if enabled)
Bulk assign customers where needed
Once assigned, the category is visible within their profile.
Step 3: Use Categories for Custom Rules
Depending on your setup, categories can be used to:
Apply special pricing
Unlock exclusive services
Restrict access to certain bookings
Apply package eligibility
Track different reporting groups
Example:
VIP customers receive priority booking.
Trade clients see trade-only pricing.
Members access member-exclusive packages.
🔄 How It Works
Customer is assigned to a category.
The system recognises their category during booking.
Pricing, service visibility, or permissions adjust automatically (if configured).
This ensures a personalised experience without manual intervention.
🚀 Best Practices
Keep category names clear and simple.
Avoid creating too many unnecessary categories.
Use categories strategically for revenue segmentation.
Review customer groups periodically.
💡 Tip: Combine Customer Categories with Conditional Pricing for powerful membership models.
🎯 Why Customer Categories Matter
Businesses using Customer Categories benefit from:
Better customer segmentation
Personalised pricing strategies
Improved loyalty management
More structured reporting
Greater operational control
It turns your booking system into a lightweight CRM — not just a scheduler.
