Segments

Segments let you divide your customers into groups based on your business needs. You might create segments for different markets (domestic vs. international), customer types (retail vs. corporate), or sales channels (direct vs. agent). Segments control what customers see, what they can book, and how they receive communications.

How it works

You create segments with a name, code, slug, and a color for visual identification. One segment is marked as the default -- new customers and orders that do not have a specific segment assigned automatically fall into the default. Segments filter products, trips, and pricing so that different customer groups see different offerings.

Key concepts

Segment properties

Default segment

Exactly one segment must be the default. When you mark a segment as default, any previously default segment is automatically unset. The default segment is used when no specific segment is assigned.

Slug

Each segment has a slug -- a URL-friendly version of the name used in customer-facing links and the public portal. For example, a segment named "International" might have the slug "international". The slug appears in portal URLs so customers are routed to the correct segment-specific experience.

Communication language

Each segment has its own communication language. This determines the language used for automated emails and customer-facing content sent to customers in that segment. For example, your "Iceland" segment might use Icelandic while your "International" segment uses English.

Common tasks

Creating a segment

1. Navigate to Data > Segments
2. Click Add
3. Enter the segment Name and Code
4. Enter a Slug for customer-facing URLs
5. Choose a Color for visual identification
6. Select the Communication Language for automated emails
7. Optionally add a Description
8. Toggle Is Active on
9. Mark as Is Default if this should be the fallback segment
10. Click Save

Setting the default segment

When you create or update a segment and mark it as default, the system automatically removes the default flag from any other segment. There is always exactly one default segment.

Role-based segment access

Segments integrate with user roles. Admin users can see all segments and their data across the workspace. Regular users only see orders, trips, and products that belong to segments they have been granted access to. This lets you restrict staff members to working with specific customer groups.

Filtering by segment

In most list views across the platform (orders, trips, products, groups, and custom reports), you can filter by segment to focus on a specific customer group.

Segments on groups and reports

Groups can be assigned to one or more segments. When you create or edit a group, you select which segments it belongs to. The segment names appear alongside the group in list views so you can see at a glance which business area each group serves.

Reports also support segment filtering. In the Sales Overview you can add a segment filter to narrow results to bookings from specific segments. In the Financials report you can break down revenue by segment to compare performance across business areas.

When a non-admin user views groups or reports, they only see items whose segments overlap with their own segment access. This lets you scope group visibility and report access to specific teams or departments without creating separate workspaces.

Segment branding

Each segment can have its own email branding that overrides your workspace defaults. This is useful when your segments represent different brands, sub-brands, or divisions that need their own visual identity in customer-facing emails.

What you can customize

Any field you leave blank inherits from your workspace branding. You only need to fill in the fields where this segment differs from the workspace default.

Setting up branding

1. Navigate to Data > Segments
2. Open the segment you want to brand
3. Expand the Email branding overrides section
4. Fill in the fields you want to customize for this segment
5. To upload a logo, save the segment first, then return to the branding section and upload the image
6. Click Save

How branding is applied

When the system sends an email to a customer in a specific segment, it checks whether that segment has branding overrides. If a field is set, the segment value is used. If a field is blank, the workspace default is used. This means you can override just a logo and a colour without duplicating every other branding field.

How it connects

• Inventory -- Products can be restricted to specific segments, controlling which customer groups can see and book them.
• Trips -- Trips can be segment-specific, showing different trip options to different customer groups.
• Groups -- Groups can be assigned to segments, restricting which team members can view and manage them.
• Reports -- Custom reports can be scoped to segments for team-level reporting.
• Gift Certificates -- Certificates can be restricted to specific segments.
• Promo Codes -- Promo codes can target specific segments for focused promotions.
• Actions -- The communication language from a segment influences the language of automated emails.
• Dashboard > Segments -- View turnover metrics broken down by segment to compare performance across your business areas.
• Financials Report -- Break down revenue by segment in the Financials report.
• Sales Overview -- Filter the Sales Overview by segment to focus on specific business areas.