Customer Groups Praxis Desk
Customer groups let you organize your patients and customers by your own criteria — for example for discounts, marketing purposes, or internal filtering.
Group properties
| Property | Description |
|---|---|
| Name | Required field, unique label for the group |
| Description | Optional explanation |
| Color | Visual marker for quick identification |
| Show in customer profile | Makes the group visible to patients / customers in the portal |
Multiple groups per record
A patient or customer can belong to multiple groups at the same time.