To access the customers at your dispensary, you must first navigate to the Online Orders 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.
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