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.


Creating 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.

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