thread Re: Membership and customer group in Payments Troubleshooting

Membership and customer group

LaCyclerie — Sun, 21 Sep 2025 16:42:21 GMT

Is it possible to create a membership (let's say a yearly period) and have those who subscribed and still has a valid one to be put in a customer group (let's say members) based on the fact that they have this membership valid. I know you can create customers group based on an article or a certain amount they have purchased, but not sure with a membership.

I basically want to start and manage my member community with square and want to understand how I can make the whole thing useful.

Thanks.

Claude

Re: Membership and customer group

Kassi_ — Wed, 12 Apr 2023 20:43:38 GMT

Hey there, @LaCyclerie -

Thank you for reaching out about this to set up with your customers.

Have you taken a look at the "Smart Group/Filters" that are available when setting up the groups in your Customer Directory?

This would be on your main Dashboard > Customers > Create Group > Smart Group > Custom Smart Group.

It will list all of the filter options you can set. Anything outside of those would be considered a Feature Request, which can be added to the Ideate Board for our Product Team & other sellers to see.