Loyalty Club - Customer group setup and settings

This article provides a brief overview of how to set up customer groups in your loyalty club module.

The customer group is the foundation of your customer club. Here you determine which rules apply to the members, including VAT display, available categories, shipping and payment methods, and price changes.

Go to Customer Club → Customer Group → Manage

How customer groups work in the customer club

The customer club setup uses two customer groups:

  • End customers — Customers who are not members of the customer club. This is the default group.
  • Customer Club — Customers who have joined the customer club. This group receives special rules for prices, shipping, and payment.

The settings you make under «Customer Group» apply only to the customer club, without affecting end customers.

How to edit the customer group

  1. Go to Customer Club in the left menu
  2. Click Manage under Customer Group
  3. Make desired changes in the dialog box that opens
  4. Click Save changes

Name

The field «Name» shows the name of the customer group. The default name is «Customer Club». You can change this to a name that suits your store.

VAT display

Under «VAT», select how prices are displayed for loyalty club members:

  • Display prices excl. VAT — Prices are displayed without value-added tax.
  • Display prices incl. VAT — Prices are displayed with value-added tax included. This is the default setting.

Display in categories

Here you decide if the loyalty club should have its own category structure:

  • Own customer group category — Activate this to create a separate category that is only visible to members.
  • Display only customer group categories — Hides all other categories for customers in this group, so they only see the categories assigned to the loyalty club.

Hide shipping methods

Here you can choose to hide specific shipping methods for loyalty club members. Check the shipping methods you do not want members to see.

How to create a dedicated shipping method for the loyalty club

If you want a separate shipping method that only applies to members:

  1. Go to Configuration → Shipping Methods and create a new shipping method for members
  2. Select which customer groups this shipping method should not be displayed for
  3. Go to Orders/Customers → Customer Groups
  4. Select the group «End Customer» and choose which shipping methods should not be displayed for them

Hide payment methods

Here you can choose to hide specific payment methods for members. Check the payment methods you do not want members to see.

Free shipping on orders

Activate this switch to offer free shipping to customer club members. You can specify order amount, maximum weight, and which shipping methods qualify for free shipping.

Change prices on products

Activate this switch to bulk process member prices. The adjustment runs the moment you save, as a one-time action — it does not continue to update prices afterwards. You can limit which products are affected by filtering by category and/or manufacturer.

The switch is always empty when you open the dialog. It does not indicate if the bulk processing has been run before, only if you want to run it now.

Member prices can be adjusted based on:

  • End customer price (excl. VAT)
  • Purchase price
  • Current group price (excl. VAT)
  • Current offer price (excl. VAT)

You also choose the adjustment method: subtract by percentage, subtract by amount, add by percentage, or add by amount. See the article «Price adjustment for loyalty club members» for a complete review.

⚠️ Never leave the field How much empty or at 0. Then the member price will be identical to the base price for all products in the selection. It will look like nothing happened, but the price is saved — and the next time you increase the regular price, the old member price will apply.

How to reset member prices

  1. Open the Customer Group dialog via Loyalty Club → Customer Group → Manage
  2. Click Reset prices in the bottom left
  3. Confirm that you want to remove all custom member prices

To remove the member price for a single product, open the product, set the field for the customer group «Loyalty Club» to and save. 0 means «no member price», and the product reverts to the regular price.

Important to know

  • Changes in shipping and payment methods only affect loyalty club members — other customers see all available methods as usual.
  • If you enable «Show only customer group categories», members will not see any of the regular categories in the store. Use this with caution.
  • If you reset prices, all custom member prices are permanently removed. This action cannot be undone.
  • Member prices do not have the same functionality as regular campaigns. They apply permanently to members and are managed via the customer group