đ Overview
The New Customer criteria let you define when a customer counts as "New" to your business. For example, a customer can stay "New" until they purchase a membership. This is useful when you want to give extra attention to new customers, manage new customer sales opportunities more closely, or create discount codes and memberships that apply to new customers only.
This guide shows you how to set your criteria, the options available, and how the New status is lost.
đ ď¸ How to Set Your New Customer Criteria
You set your criteria from your settings, where you choose what causes a customer to stop being "New". Go to Settings â Customers, then click Edit beside Customer Status.
You can then choose one of three options for when a customer is considered new.
You remove the new status from the customer | The customer stays "New" until you remove the status yourself. Go to Customers â Customer List, search for the customer, open their profile, then click the New tag and remove it. |
They register for an event | The customer is considered "New" until they make their first registration. |
They purchase a membership | The customer is considered "New" until they buy a membership. You can exclude specific plans and packs, so a customer could buy, for example, a 1 Month Trial and still remain "New". |
â ď¸ Once a customer is no longer marked as "New", this status cannot be restored or reapplied. There is no way to change a customer from regular back to "New".
đ Related Guides
Once your New Customer criteria are set, you can use that status to create offers aimed at new customers.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I change a customer back to "New"?
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No. It is not currently possible to change a customer from regular back to a new customer. Once a customer no longer meets your New Customer criteria, or you remove the New status, that status cannot be restored or reapplied.
How does a customer lose their "New" status?
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It depends on the criteria you set. A customer stops being "New" when they meet your chosen criteria, whether that is making their first registration, purchasing a qualifying membership, or you removing the New status from their profile yourself.
Can a customer buy something and still stay "New"?
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Yes, if you use the membership criteria and exclude certain plans or packs. Any plan or pack you exclude will not remove the New status, so a customer could buy, for example, a trial and remain "New".