How to Create a VIP List

To add a customer to the VIP list, click Customers.

Select the customer.

Click Edit Profile.

In the General Tag field, enter VIP. Then click Update.

Click Reports to see all the customers on the VIP list.

Select Customers.

In the Gen.Tag field, enter VIP.

Click Run Report.

You can see all the customers on the VIP list.

From the bottom of the screen, click Export to export the list to an Excel spreadsheet or PDF file. Click Print to get a paper copy.

Now that we've created a VIP list, we can offer special Preset Discounts to these customers. When you create the discount, click Offer to customers with the following tags (for existing customers and employees).

Select the VIP tag to offer a discount to customers on this list. Click Apply when you're finished.

You can also send custom marketing emails to VIP customers.

As you're creating the email, first select the type of email you want to send, whether it's a non-automated email or an automated one. Then select Send to a Filtered List. From here, click in the field under General Tag. Then enter the VIP tag.

Once you're finished customizing the email, click Announce to send the email to customers on the VIP list.