Manually Create a Customer Group 👥

You can manually create a customer group by going into the Customer Groups section in your EasyAccounts dashboard.

From there, click Create Group.

Then, add a Group Name, choose your Group Tags, and keep the selection as Manual.

Now that your new Customer Group has been created, you can begin adding customers to it by clicking through, selecting Add Customers, and choosing who you would like to onboard.

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