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.
Create a Customer Group
Edit a Customer Group
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.
Manage Group Membership
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.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.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
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.Related
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.