How to use Customer Categories in MC Boss?

Updated at September 4th, 2026

Q: Can customers be categorized and viewed by category?

A: Yes. As shown in the image below, first create the customer categories, then assign customers to the appropriate categories. After that, you can filter and view customers by category.

Step 1: Establish customer categories

Path: MC Boss → More → Settings → Customer Categories → Click the first column → Modify → Enter Category Name → Click "+" to add a new category → Enter the category label → Click "Done"

 

 

Step 2: Categorize Customers

Path: MC Boss → Client → Select a client → Modify → Select Country → Select the appropriate Category → Go back and click Save.

 

Step 3: View customers by category

Path: MC Boss → Clients → Tap the ≡ menu in the top-left corner → All Countries → Select a Category → Tap any blank area to apply the filter → View Customer Category Statistics

 

Related Question:

Q: How to adjust and modify customer categories?

A: Yes, you can adjust it in MC Boss.
Path: MC Boss → More → Settings → Customer Categories → Select Category → Modify

Click the "≡" button → drag it up or down → Done

Click "Name" → Edit Name → Done

Click "-" → Delete category → Done

After reordering, it will look like this:

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