Customer Groups

Before creating a customer list in Astra Schedule, it is recommended that you first create a list of Customer Groups. Customer Group is a customer field that categorizes customers for reporting purposes. Examples include Student Group, Alumni Association, Community Organization, Faculty and Staff, etc.

To create new Customer Groups:

1. Click the Settings tab.

2. Select Master List.

3. Select Customer Group from the drop-down list. The list of Customer Groups is displayed.

4. Click Add.

5. Enter a new Customer Group name and click Ok.

6. The new Customer Group entry will appear on the list.

The delete icon to the left of the entry removes a Customer Group from the list.