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You can make Customer Groups for targeted marketing promotions using the Bottle POS. Take a look at how easy it is!

You can get to this part of the system by logging into your Admin app and clicking Customers on the left.

Working with Customer Groups

In the Admin once you have opened your Customers page, you can start working with your Customer Groups by clicking the Manage Groups button in the upper right.

The Manage Customer Groups window will open. If there are specific groups of your customers to which you want to send promotional emails or SMS text messages, you can create and/or edit those groups here. You'll see a list of any groups you've already created. The system will give each group a simple ID number, and you'll see each group's Name and the Number of Customers in it. You also have Edit and Delete icons for each. If you have a lot of groups, you can Search for the one you want.


You can click the Add button to create a new Customer Group. When you click to Add a new customer group or to edit one, you'll see the window below, and here is how you can work with your groups:

1. Group Name - Enter the name you want for your customer group.
2. Add Customers Buttons - The customers that display in the table are those that have their SMS Promotions enabled, and initially it will display all such customers. If you have selected any using the checkboxes you can click Add Selected Customers to Group and they will populate on the right. Or you can click Add All if you're making a group of all of your promotion-enabled customers.
3. Search / Advance Search - You can Search by name, email, or mobile number to find the customer you want. You can use Advance Search as a powerful way to find customers who have bought certain items, by how they paid, transaction amount, sales clerk, or the device for the customer's transaction.
4. Checkboxes - You can select customers if you are adding multiples to the group here, then use the button above to add only those customers.
5. Add Customer - You can use the Plus Buttons on the right of the data table to add individual customers.
6. Remove All - Customers that have been added to the group will be in the smaller table on the right. If you need to start over, you can click the Remove All button to clear the names.
7. Delete - You can click the Trashcan Icon for any customer in the group to remove that person. This only removes them from the group, it does not delete them from the POS.

Related Topics

How to Create and Manage Customers

How to Run Promotions

Frequently Asked Questions

Q: Do I have to use the Back Office to add a new customer? What if I'm in the Register?

A: You can add new customers from the Register by entering their cell phone number in the Customer Mobile field in the Register, then click to Create New Customer.

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087