To access the customers at your dispensary, you must first navigate to the Sales Block and then select the Lobby Management Block.
Create a New Customer Profile
To create a new customer profile, select the + Add Customer button. A form containing all of the customer’s relevant data will pull up and you can begin manually entering in the new customer’s information.
Additionally, if you have a 2D or 2D barcode scan gun, you can easily complete new customer profiles by opening up a new customer profile, selecting the first name input, and then scanning the barcode on the back of a driver’s license. This should rapidly increase the speed at which you can intake new customers. The scan will input name, date of birth, ID number, ID expiration date, and address.
There’s a lot on this page to fill out (and not everything is *required), but once you have gone ahead and completed it, you simply need to hit the Add button at the bottom of the window.
Customer Type - Medical or Recreational
First Name* - Customer's first name
Last Name* - Customer's last name
Home Phone - Customer's home phone number
Cell Phone - Customer's cell phone number
Email Address - Customer's email address
Government ID Expiration - Customer's government ID expiration date
Government ID Number - Customer's government ID number
Date of Birth - Customer's date of birth
Sex - Male or female
Government ID Upload - Photo of customer's government ID
License Class - Only applicable if customer is recreational
Caregiver - Only applicable if customer is a caregiver
If the customer is a caregiver...
Caregiver ID Number* - Customer's caregiver ID number
Caregiver ID Expiration* - Customer's caregiver ID expiration date
Caregiver ID Upload - Photo of customer's caregiver ID
Patient ID Number - Customer's patient ID number that they are a caregiver for
Patient ID Expiration - Customer's patient ID expiration date that they are a caregiver for
If the customer is a medical patient...
Patient ID Number - Customer's patient ID number
Patient ID Expiration - Customer's patient ID expiration date
State License - State medical license type applicable to patient
Patient ID State - State that customer's patient ID was issued by
Patient ID Country - Country that customer's patient ID was issued by
Card Image - Photo of customer's patient ID
Out of State Affidavit - Only applicable if out of state affidavit is required
Patient Agreement - Only applicable if patient agreement is required
Link Caregiver Profile - Only applicable if customer has a caregiver
Home Address - Customer's home address
Delivery Address - Customer's delivery address
Notes & Discounts
Notes - Notes applicable to customer
Discounts - Discounts applicable to customer
Please note: If the customer is listed as a Medical User you will need to fill out the ID information in order to verify that they are actually in possession of a medical card. You can even upload photos of their ID using the ID photo box and clicking the green upload button to attach the relevant image.
If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!