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Customize your tier names

Written by Kate Neal
Updated over a week ago

Do you tier clients using 1, 2, 3? Or Bronze, Silver, Gold, Platinum? Or maybe something else entirely? Whatever you use, Staircase AI can support!

Step 1

Login, click the settings cog on the left side panel, open configurations and click 'tier'.

Step 2

Add all desired tier names by clicking to 'add tier' and entering the tier name.

โ€‹Note: You can add a customer's tier either manually in their settings page or pull it in from your CRM in the fields mapping section.

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