Client Groups & Tags

Client Groups#

A client group is an admin-defined category that a client can belong to. Groups serve two primary purposes:

1. Visual organisation — each group has a colour badge shown on client list rows.
2. Custom pricing — groups can carry a discount percentage or per-product price overrides.

Each client belongs to one group (or no group).

Creating a Client Group#

1. Go to Admin → Client Groups.
2. Click New Group.
3. Fill in the form:

4. Click Save.

[!TIP] Set the discount percentage to 0 for groups that exist purely for visual organisation or filtering, and use per-product overrides (see below) for fine-grained pricing control.

Group-Level Discount#

When a client in a group places an order, the discount_percent from their group is applied as a percentage reduction on the base product price across all products.

Example: A "Reseller" group has a 20% discount. A product priced at $10/month appears as $8/month in the store and on invoices for clients in that group.

[!IMPORTANT] Group discounts stack with promo codes — both are applied independently. The group discount reduces the base price before the promo code discount is calculated.

Per-Product Price Overrides#

For more precise control, you can override the price for a specific product + billing cycle + currency combination for a group. This ignores the discount_percent for that product and uses the exact price you set.

To configure overrides:

1. Go to Admin → Client Groups → [Group name].
2. Open the Pricing Overrides tab.
3. Click Add Override.
4. Select product, billing cycle, and currency.
5. Enter the override price.
6. Save.

Per-product overrides take precedence over the group discount_percent for the specified product. All other products still use the group discount percentage.

Assigning a Client to a Group#

• At creation: Select the group from the dropdown in the New Client form.
• On an existing client: Go to Admin → Clients → [Client] → Edit, change the Client group dropdown, and save.

Changes to group membership take effect on the next order — existing outstanding invoices are not repriced.

Client Tags#

Tags are multiple colour-coded labels that can be applied to any client. Unlike groups, a client can have many tags simultaneously.

Use Cases for Tags#

Managing Tags#

Tags are managed at Admin → Settings → Client Tags — create tags with a name and colour. Once created, tags can be applied to clients from the client edit form. Select as many tags as needed from the multi-select input.

Filtering by Tags#

On the Admin → Clients list, use the Tags filter dropdown to show only clients with a specific tag. Multiple tags can be selected to narrow the list further.

Groups vs Tags — When to Use Which#

Related Articles#

• Clients Overview
• Creating Client Accounts
• Custom Fields
• Credit Balance