# Create a group

## Steps

1. Go to **Customer Groups** in the app menu
2. Click **Create group**
3. Fill in the group details
4. Click **Save**

***

## Group fields

| Field           | Description                                                                                   |
| --------------- | --------------------------------------------------------------------------------------------- |
| **Name**        | Display name for the group (e.g. "Gold Members")                                              |
| **Tag**         | Shopify customer tag assigned to all members (e.g. `b2b-gold`). Use lowercase with no spaces. |
| **Color**       | Color label to identify the group in the app (optional)                                       |
| **Description** | Internal note about the group (optional)                                                      |

***

## Tag naming tips

* Use a consistent prefix like `b2b-` to keep wholesale tags organized (e.g. `b2b-gold`, `b2b-silver`)
* Avoid spaces — Shopify tags with spaces can cause matching issues
* Lowercase is recommended for consistency

***

## After creating the group

* [Add members to the group](/orbit-b2b-docs/customer-groups/add-members.md)
* [Create a pricing rule that targets this group](/orbit-b2b-docs/customer-groups/use-in-rules.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://orbit-b2b.gitbook.io/orbit-b2b-docs/customer-groups/create-group.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.