> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage FBO Customer Groups

> Organize FBO customers into groups for bulk discounts, pricing tiers, group reporting, and streamlined billing operations.

This guide helps you organize FBO customers into groups for bulk discounts, pricing tiers, targeted campaigns, and consolidated reporting.

<Info>
  **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](/en/how-to/fbo/handle-fbo-billing) for customer account creation.
</Info>

<Info>
  The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
  not see the FBO section in the sidebar.
</Info>

## Create a Customer Group

<Steps>
  ### Step 1: Open the group dialog

  Click the **New Group** button in the page header. A dialog opens with the group creation form.

  ### Step 2: Enter the group name

  Provide a descriptive **Group Name** that clearly identifies the segment. Examples:

  * "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

  ### Step 3: Add a description (optional)

  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.").

  ### Step 4: Set the discount percentage

  Enter the **Discount %** that applies to all group members' purchases. Set to `0` if the group is used for organization and reporting only.

  ### Step 5: Assign a pricing tier (optional)

  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.

  ### Step 6: Save the group

  Click **Create**. The group is created in Active status with zero members.
</Steps>

## Edit a Customer Group

<Steps>
  ### Step 1: Find the group

  Locate the group in the table using search or status tabs.

  ### Step 2: Open the edit dialog

  Click the **pencil icon** in the group's action column. The edit dialog opens pre-populated with the group's current settings.

  ### Step 3: Update the fields

  Modify the group name, description, discount percentage, or pricing tier as needed.

  ### Step 4: Save changes

  Click **Update**. The changes take effect immediately for all current group members.
</Steps>

<Note>
  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.
</Note>

## 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.

<Tip>
  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.
</Tip>

### 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.

<Warning>
  Deleting a group is permanent and cannot be undone. If you may need the group again, deactivate it
  instead.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Handle FBO Billing" href="/how-to/fbo/handle-fbo-billing">
    Manage customer accounts, invoices, and rate codes used with group pricing.
  </Card>

  <Card title="Manage FBO Contracts" href="/how-to/fbo/manage-contracts">
    Create contracts for group members like fleet operators and based tenants.
  </Card>

  <Card title="Manage FBO Campaigns" href="/how-to/fbo/manage-campaigns">
    Target customer groups with promotional campaigns and offers.
  </Card>

  <Card title="Manage FBO Reward Cards" href="/how-to/fbo/manage-reward-cards">
    Issue loyalty cards to group members and track points by segment.
  </Card>
</CardGroup>