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This guide helps you organize FBO customers into groups for bulk discounts, pricing tiers, targeted campaigns, and consolidated reporting.
Who should read this: FBO managers, accounting staff, and customer relationship coordinators responsible for customer segmentation, pricing strategy, and bulk operations.Prerequisites: Customer accounts should be set up in the system. See Handle FBO Billing for customer account creation.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do not see the FBO section in the sidebar.

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Create a Customer Group

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Step 1: Open the group dialog
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Click the New Group button in the page header. A dialog opens with the group creation form.
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Step 2: Enter the group name
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Provide a descriptive Group Name that clearly identifies the segment. Examples:
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  • “Fleet Operators” — companies operating multiple aircraft
  • “Based Tenants” — customers with active hangar or tiedown contracts
  • “Fuel Only” — customers who purchase fuel but do not lease space
  • “Transient” — visiting aircraft without recurring agreements
  • “VIP Accounts” — high-value customers receiving premium service
  • “Corporate Flight Departments” — Part 91 operators with dedicated crews
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    Step 3: Add a description (optional)
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    Enter a Description to provide additional context about the group’s purpose and membership criteria (e.g., “Customers with annual fuel spend exceeding $50,000. Review quarterly.”).
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    Step 4: Set the discount percentage
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    Enter the Discount % that applies to all group members’ purchases. Set to 0 if the group is used for organization and reporting only.
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    Step 5: Assign a pricing tier (optional)
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    Enter a Pricing Tier label (e.g., “standard”, “contract”, “premium”, “vip”) that corresponds to your rate structure. This label helps your staff apply the correct rate when creating orders.
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    Step 6: Save the group
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    Click Create. The group is created in Active status with zero members.

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    Edit a Customer Group

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    Step 1: Find the group
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    Locate the group in the table using search or status tabs.
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    Step 2: Open the edit dialog
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    Click the pencil icon in the group’s action column. The edit dialog opens pre-populated with the group’s current settings.
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    Step 3: Update the fields
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    Modify the group name, description, discount percentage, or pricing tier as needed.
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    Step 4: Save changes
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    Click Update. The changes take effect immediately for all current group members.
    Changing a group’s discount percentage affects future transactions only. Orders and invoices that were already processed at the previous rate are not retroactively adjusted.

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    Manage Group Membership

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    Add Customers to a Group

    Customers are associated with groups through the customer account settings. When creating or editing a customer account under FBO > Customers, assign them to the appropriate group.
    When onboarding a new based tenant, assign them to the “Based Tenants” group at the same time you create their contract and unit booking. This ensures they receive the correct pricing from their first transaction.

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    Remove Customers from a Group

    To remove a customer from a group, edit their customer account and clear the group assignment. The customer reverts to standard (ungrouped) pricing on future transactions.

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    Monitor Group Size

    The Members column in the groups table shows how many customers are currently assigned to each group. Monitor this count to:
    • Identify groups with no members that may be candidates for deletion
    • Track growth in high-value segments like Fleet Operators or VIP Accounts
    • Ensure new customers are being assigned to the correct groups

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    Deactivate or Delete a Group

    If you want to temporarily remove a group from active use, click the toggle icon in the group’s action column. Members remain assigned but the discount and pricing tier stop applying. Click the toggle again to reactivate. If you want to permanently remove a group, click the trash icon. All members are unassigned and revert to standard pricing.
    Deleting a group is permanent and cannot be undone. If you may need the group again, deactivate it instead.

    Handle FBO Billing

    Manage customer accounts, invoices, and rate codes used with group pricing.

    Manage FBO Contracts

    Create contracts for group members like fleet operators and based tenants.

    Manage FBO Campaigns

    Target customer groups with promotional campaigns and offers.

    Manage FBO Reward Cards

    Issue loyalty cards to group members and track points by segment.
    Last modified on April 11, 2026