Knowledge Base

You may want to record your members in Payzip the same way as you do in the real world, and this might involve arranging them in groups. 

Members don't have to be in a group. They can also be in multiple groups. For example, a member might be in the Seniors group, and also join a Summer Tour group.  These groups are simply ways of quickly selecting multiple members in Payzip. Members never see the groups you put them in.

If you want to add members to an existing group, see [Adding members to a group].

To manage your group, click Settings in the sidebar menu, then Group.

Here you'll see any existing groups you've created - you can also edit and remove them (which only removes the group, not the members). To add a new group, click the Add group button. You'll see this:

Enter your new group name and click Add group - that's it!  Your new group will now be shown in the list of available groups.

You can change the group name by clicking Edit.

Correct the name and choose Update.

Finally, you can remove a group you no longer need by clicking Remove. This will only remove the group, and has no impact on the members in that group. You can still see the members by clicking Members on the sidebar menu. If you make a group with the same name at a later date, that group will be empty and you'll have to add members into it.

You'll be asked to confirm this action.

Next: [Adding members to a group].