The Customer Category feature allows you to group customers into structured categories and use those categories across the system, including workflows and automations. This documentation explains where to find the feature, how to create and manage categories, and how they behave throughout Booknetic.

Accessing Customer Categories

To manage customer categories:

1. Log in to your WordPress admin panel

2. Navigate to Booknetic → Customers

3. Open the Customer Categories sub-menu

This page is dedicated entirely to managing customer categories.

Customer Categories List

The Customer Categories page displays all existing categories in a table format with the following columns:

• ID – Internal identifier

• Name – Category name

• Color – Visual color indicator

• Icon – Assigned icon

• Is default – Indicates whether the category is set as default

• Customers count – Number of customers assigned to the category

This table provides a quick overview of how your customers are distributed across categories.

Creating a New Customer Category

To create a new category, click the Add new Customer Category button. A configuration modal will appear.

Category Settings

Name: Enter a clear and descriptive name for the category.

Color: Select a color to visually distinguish this category throughout the interface.

Icon: Enter an icon name to represent the category. Icon usage follows the same logic as Appointment Custom Status icons.

Make default for new customers: When enabled, every newly created customer will automatically be assigned to this category.Only one default category can exist at a time. Setting a new default replaces the previous one.

Assign uncategorized customers to this category: This option appears only if there are customers without a category. When enabled, all uncategorized customers are immediately assigned to the new category.

Once saved, the category becomes available system-wide.

Editing Customer Categories

You can edit any existing category from the Customer Categories list.

Editable fields include:

• Name

• Color

• Icon

• Default status

Changes are applied instantly and affect all customers assigned to that category.

Deleting Customer Categories

Categories can be deleted at any time.

When a category is deleted, the following rules apply:

• All customers assigned to that category are unassigned

• If another default category exists, those customers are automatically reassigned to it

• If no default category exists, customers remain uncategorized

Delete confirmation message shown in the system:

When you delete this category, all customers assigned to it will be automatically unassigned. If you have a default category, those customers will be reassigned to it; otherwise, their category will remain empty.

Category Visibility in the Customers Module

A Category column is added to the Customers list view, positioned after the customer name.

This allows you to instantly see each customer’s assigned category while browsing or managing customers.

Assigning Categories to Customers

Customer Add / Edit Modal

The customer category selector is available in the Add Customer and Edit Customer modal.

• The selector is placed above the profile image

• You can assign or change the category at any time

Customer Info Modal

The Customer Info modal displays the assigned category at the bottom, providing quick reference without editing the customer.

Workflow System Integration

Customer Categories are fully integrated into Booknetic’s Workflow Automation system.

Workflow Filter

A new keyword is available:

• {customer_category}

This keyword can be used in workflow conditions and logic.

Workflow Event Filter

All customer-related workflow events include a Customer Category filter.

This allows workflows to run only for customers belonging to specific categories.

Workflow Action: Set Customer Category

A new workflow action is available:

Set Customer Category

This action assigns a selected category to the customer automatically.

• Field: Customer category (select the target category)

• If the workflow event does not include a customer_id, the action is skipped silently without errors

Behavior Notes

• Only one default category can exist at a time

• Default categories are applied only to newly created customers

• Existing customers are not affected unless explicitly reassigned

• Category changes are reflected immediately across customers and workflows

Use Cases

Customer Categories are commonly used to:

• Segment customers by type or priority

• Build targeted workflows and automations

• Apply different communication strategies

• Keep large customer databases organized

• Automatically classify new customers