HOW TO: Set up Customer Categories
Navigate to Store Management from the main menu icon 
in the top left corner.
- Next, click the Store Profile tile on the left hand navigation.
- Then select the Customer Requirements tab in the middle of the screen
From here you will be able to set up how you’d like to categorize your customers.
- To active or deactivate pre-existing categories click on the category name
- Deactivating a category means it will no longer be able to assign it to a customer’s profile. Essentially removing it from the drop down options.
Create a New Category
- Click the radio button next to the word ‘Other’
- Name your category
- To add multiple categories at once click the small + sign
- Click ‘Save’ at the bottom of the page.
To delete (not deactivate) a category you created, Click the ‘x’ next to the category name. If this category is assigned to a customer you’ve created you will be prompted to confirm you want to delete it (see below) as it will remove it from their profile.
