Add members

Steps

1. Go to Customer Groups and open a group
2. Click Add member
3. Search for a customer by name or email
4. Select the customer
5. Click Add

The app immediately applies the group's tag to the customer's Shopify account. Pricing rules targeting that tag will activate on the customer's next page load.

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Removing a member

1. In the group's member list, find the customer
2. Click the remove icon
3. Confirm removal

The tag is removed from their Shopify account. They will revert to retail pricing (or whatever other rules match them).

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Bulk assignment via Registration Form

When you approve a B2B registration application, you can assign the customer to a group in the approval screen — no need to manually add them to the group list afterward.

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Manual tagging in Shopify Admin

You can also manage group membership directly in Shopify (Admin → Customers → customer → Tags). The app reads the tag and applies pricing rules regardless of where the tag was added. However, managing groups through the app is recommended to keep your records consistent.