Add Customer to a Group

If you are adding customers one at a time to a Group, like when a customer signs up at your wash, and you are entering their information, follow these steps: 

  1. Open WashConnect, in Region(s) select Corporate, region, or the local site, and then click the Log In button.
    NOTE: When logged in at the Corporate location, the entire Corporate structure will be available. When logged in at a site level, only that site will be available for selection.
  2. Select Customers > Manage Customers.
  3. From the Manage Customers tab, search and locate the customer. 
  4. Click to select the customer, and then click the Edit button.
    -or-
    You can double-click the customer to go into edit mode.
  5. Click the Customer Group(s) tab next to the Vehicle Information tab.

  1. Click to select one or more Group boxes to add this customer.
  2. Click the Save button.

The message, "Customer Saved Successfully," appears.

From the Customer List, the Customer Group is listed in the Club column only if the customer is not a member of a Fleet or Club, as the Fleet or Club would be in this column first.

Next, set up a profile that activates the discount for the group of loyal customers.



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