Start from ready-made segment patterns

You can now start a new segment from ready-made patterns instead of building every rule from scratch—handy when you want sensible defaults for new guests, regulars, birthdays, or lapsed visitors without spending an hour on criteria. Templates give new operators a baseline that still fits how hospo venues actually trade.

Each template opens as a dynamic group you can rename and edit. Starter patterns cover lifecycle staples and smarter options like category spend or dropping-off regulars, so your first campaigns and automations have a credible audience from day one.

Open Customers → Groups, choose Create group, and browse templates when prompted. Pick one, review the criteria, rename it for your brand, and save. Adjust rules before you attach a campaign or automation.