Apply Option Sets to Customers

By default, all customers can see option sets. However, you can customize visibility for specific individuals or groups by following the steps below: (Plus Plan Feature)

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1

From the app’s top navigation, go to Option Sets.

2

Click the Customers tab.

3

Selection Customer you want to apply the options:

🔘 Manually

• Select specific customers to give access to the option set.

• To remove access, simply untick them.

⚙️ Automate Rules

• Apply visibility based on customer conditions such as:

  • Customer Tags

  • Customer Email

  • Customer Names

  • Logged-in Customers

  • Guest (Non - Logged-in Customers)

  

🛍️ All Customers

• Allow all customers to see the option set.

4

Click Save to apply.