Help center / Customer Groups

Group rules — the full reference

Every group is defined by rules. Here's the complete list and how they behave.

The rule set

Rule Meaning
Visits in last N days Counted from check-ins only (not signups).
Lifetime visits All-time check-ins.
Points balance Current available points.
Lifetime points earned Total ever earned.
Lifetime spend Total spend recorded (check-in mode: visits × average ticket; POS mode: real spend).
Days since signup Account age.
Days since last visit Recency.
Has membership Active membership on any plan.

Combining rules

Example: "At-risk regulars" = visits ≥ 4 in last 60 days AND days since last visit ≥ 14. That's people who were coming often but have drifted.

Rolling windows

All date-based rules roll forward automatically — "4 visits in the last 28 days" is evaluated against today every time a member is checked or an automation runs. Groups stay current without you touching them.

Where groups appear

Dynamic membership

Groups are rules, not lists — a member enters or leaves a group the moment their data changes. A customer who hits "4 visits in 28 days" becomes a Weekly Regular automatically; when they lapse, they drop out. No maintenance, no stale lists.