Client Groups - Revision history

John: /* Create a Client Group */

2023-02-07T13:06:33Z

‎Create a Client Group

SarahK: /* Create a Client Group */

2022-06-09T19:56:06Z

‎Create a Client Group

SarahK: /* Assigning a Client to a Client Group */

2022-04-19T19:19:13Z

‎Assigning a Client to a Client Group

SarahK at 19:16, 19 April 2022

2022-04-19T19:16:49Z

SarahK at 19:16, 19 April 2022

2022-04-19T19:16:15Z

SarahK at 21:06, 14 April 2022

2022-04-14T21:06:04Z

SarahK at 22:17, 1 March 2022

2022-03-01T22:17:13Z

AlexN at 13:09, 13 September 2020

2020-09-13T13:09:56Z

SarahK at 13:24, 4 August 2020

2020-08-04T13:24:25Z

SarahK at 13:35, 5 May 2020

2020-05-05T13:35:29Z

@@ Line 8: / Line 8: @@
 *You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
-*You can assign a group discount that will apply to all future invoices. In WHMCS 8.4 and earlier, the discount will not appear during checkout.
+* You can assign a group discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
 *You can exempt the group from suspensions or terminations. This does not apply to fixed-term or free trial products.
 *You can enable '''[[Clients:Profile_Tab#Separate_Invoices|Separate Invoices]]''' for an entire group.

@@ Line 4: / Line 4: @@
 == Create a Client Group ==
-−
 To create a group, fill in the details under '''Add Client Groups'''.
-−
 *You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
-*You can assign a Group Discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
+*You can assign a group discount that will apply to all future invoices. In WHMCS 8.4 and earlier, the discount will not appear during checkout.
-*You can set the group to be exempt from suspensions or terminations. This does not apply to fixed-term or free trial products
+*You can exempt the group from suspensions or terminations. This does not apply to fixed-term or free trial products.
-*You can specify the [[Clients:Profile_Tab#Separate_Invoices|Separate Invoices]] feature for an entire group.
+*You can enable '''[[Clients:Profile_Tab#Separate_Invoices|Separate Invoices]]''' for an entire group.
-−
-You can add, edit, and remove client groups from this screen. You can't remove a group that is in use.
+You can add, edit, and remove client groups here. However, you can't remove a group that is in use.
-−
-Use the client's profile area to assign them to groups and change their groups.
+Use the client's profile area to assign or change their groups.
 ==Domain Pricing Slabs==

@@ Line 55: / Line 55: @@
 # Navigate to '''Clients > View/Search Clients''' and select the client.
-# Select the '''[[Clients:Profile Tab]]''' tab.
+# Select the '''[[Clients:Profile Tab|Profile]]''' tab.
 # Use the '''Client Group''' menu to set the required client group.
 # Click '''Save Changes'''.

@@ Line 1: / Line 1: @@
 Client Groups allow you to group various clients together and quickly identify them at a glance.
-You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups'''
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups''' or, prior to WHMCS 8.0, '''Setup > Client Groups'''.
 == Create a Client Group ==

@@ Line 10: / Line 10: @@
 *You can assign a Group Discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
 *You can set the group to be exempt from suspensions or terminations. This does not apply to fixed-term or free trial products
-*You can specify the [https://docs.whmcs.com/Clients:Profile_Tab#Separate_Invoices Separate Invoices] feature for an entire group.
+*You can specify the [[Clients:Profile_Tab#Separate_Invoices|Separate Invoices]] feature for an entire group.
 You can add, edit, and remove client groups from this screen. You can't remove a group that is in use.
@@ Line 19: / Line 19: @@
 Domain Pricing Slabs let you specify different prices for clients within a client group. For example, you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature. You could even use this to give a single customer custom pricing.
 If a TLD doesn't have a set custom price, the system charges the client the default base slab pricing.
@@ Line 28: / Line 29: @@
 #Create a group (see above).
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Pricing''' and click ''Open Pricing'' next to the first TLD for which you want to set custom pricing.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Domain Pricing'''.
 #Select the group name from '''Pricing Slab for'''.
 #Click '''Activate Pricing Slab'''.
@@ Line 50: / Line 52: @@
 ===Assigning a Client to a Client Group===
-# Navigate to Clients > View/Search Clients and select the client
+To assign a client to a client group:
-# Select the "Profile" tab at the top
-# Use the dropdown menu next to "Client Group" to set the required Client Group
+# Navigate to '''Clients > View/Search Clients''' and select the client.
-# Select "Save Changes"
+# Select the '''[[Clients:Profile Tab]]''' tab.

← Older revision		Revision as of 13:09, 13 September 2020
Line 43:		Line 43:

	Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the '''[[Bulk Pricing Update Utility]]'''.		Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the '''[[Bulk Pricing Update Utility]]'''.
		+
		+	===Assigning a Client to a Client Group===
		+
		+	# Navigate to Clients > View/Search Clients and select the client
		+	# Select the "Profile" tab at the top
		+	# Use the dropdown menu next to "Client Group" to set the required Client Group
		+	# Select "Save Changes"

@@ Line 1: / Line 1: @@
 __TOC__
-Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group, navigate to '''Setup > Client Groups''' and fill in the details under the ''Add Client Groups'' heading.
+Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups''' and fill in the details under '''Add Client Groups'''.
-*You can assign a color to the group. It will appear in the Client Lists, Support Tickets, and Dropdowns (for example, to highlight important customers).
+*You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
 *You can assign a Group Discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
 *You can set the group to be exempt from suspensions or terminations. This does not apply to fixed-term or free trial products
 *You can specify the [https://docs.whmcs.com/Clients:Profile_Tab#Separate_Invoices Separate Invoices] feature for an entire group.
-You can manage Client Groups from the option in the Setup menu. You can add, edit, and remove client groups from this screen. You can't remove a group that is in use.
+You can manage Client Groups at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups'''. You can add, edit, and remove client groups from this screen. You can't remove a group that is in use.
-Use the client's Profile area to assign them to groups and change their groups.
+Use the client's profile area to assign them to groups and change their groups.
 ==Domain Pricing Slabs==
 Domain Pricing Slabs let you specify different prices for clients within a client group. For example, you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature. You could even use this to give a single customer custom pricing.
 If a TLD doesn't have a set custom price, the system charges the client the default base slab pricing.
 ===Creating a Slab===
 [[File:Slab pricing.png|thumb|Configure Slab Pricing]]
@@ Line 22: / Line 24: @@
 #Create a group (see above).
-#Go to '''Setup > Domain Pricing''' and click ''Open Pricing'' next to the first TLD for which you want to set custom pricing.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Domain Pricing''' and click ''Open Pricing'' next to the first TLD for which you want to set custom pricing.
-#Select the group name from the ''Pricing Slab for'' menu.
+#Select the group name from '''Pricing Slab for'''.
-#Click Activate Pricing Slab.
+#Click '''Activate Pricing Slab'''.
-#Click OK.
+#Click '''OK'''.
 #Enter the custom pricing for this domain. The system copies the base slab pricing for your convenience.
-#Click Save Changes,
+#Click '''Save Changes'''.
-# Repeat this process for each additional domain.
+#Repeat this process for each additional domain.
-Now, when a member of this client group orders these Domains, they will receive the custom slab pricing instead of the default price.
+Now, when a member of this client group orders these domains, they will receive the custom slab pricing instead of the default price.
 ===Deactivating a Slab===
 If you no longer want to offer custom pricing on a particular domain, you can disable the slab at any time. To do this:
 #Click ''Open Pricing'' next to the TLD.
-#Select the group name from the ''Pricing Slab for'' menu.
+#Click '''Open Pricing''' next to the TLD.
 #Click '''Deactivate Pricing Slab'''.
-Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the [[Bulk Pricing Update Utility]].
+Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the '''[[Bulk Pricing Update Utility]]'''.