This section displays a list of your customers at all times and gives options to manage their profiles or check them in. From this section, you can add a new customer, check in a customer, edit customer profiles, delete customers, and view their purchase history.
Create a New Customer
On the top of the page, select "CUSTOMERS" or "Cashier" from the pop-out menu to the right of the Flowhub Leaf.
Select "New Customer" at the top of the screen in the CUSTOMERS tab or the bottom of the screen in the CASHIER tab.
Enter any required information.
Required information is marked with an asterisk.
If you have a dual license or your market supports medical and recreational customers, you'll be prompted to choose a customer type.
If using the NUG and scanning a state ID, these fields will be auto-populated.
If your Customer does not have a state ID, select an "Alternate ID Type" underneath the State ID field to capture a passport, military ID, or other ID number and expiration.
Local laws may not allow you to save customers' information without permission.
Any profiles entered without the "Permission to Retain" data checkbox, will not have their profile saved.
The "Customer Groups" dropdown allows you to tag a customer to be apart of a group, which can be used for deals or to market to this customer in the future.
The ‘How did you hear about us?” field in this section is a free text field track customer sources. As responses are entered, they'll be available to choose from a dropdown for the next time.
Select "SAVE" or "SAVE & CHECK IN" at the top of the window.
Check-In a Customer
On the top of the page, select "CUSTOMERS" from the pop-out menu to the right of the Flowhub Leaf.
Select or search for a Customer in your Customers List.
On the right side of the screen, select ‘Check In.’
Navigate to the Cashier tab, and you’ll notice that the customer is in the Queue.
Edit a Customer
On the top of the page, select "CUSTOMERS" from the pop-out menu to the right of the Flowhub Leaf.
Select or search for a Customer in your Customers List
Select "EDIT."
Select "SAVE" or "SAVE & CHECK IN."
Changing a Customer From Med to Rec (or Rec to Med)
If your location serves both Medical and Recreational customers, you will have the ability to change a customer's Type if needed. This is done at the top of the Customer profile under Basics:
When changing a Customer Type, you will be prompted to confirm:
If you change a customer from Medical to Recreational, the Med ID data will be removed from the customer's record.
Reports will reflect the customer type at the time of their most recent sale - if they made a purchase on Wednesday as a Rec customer, and on Friday their Customer type was changed to Medical - the sale on Wednesday will still reflect that the customer was Recreational at that time, while any future sales will reflect the Customer's new Type.
Customer Purchase History
A Purchase History tab is available in the right panel of the Customers List, alongside the existing Details and Activity tabs.
When a customer is selected, you’ll see a list of past purchases, displayed as collapsed blocks.
Each block shows the date/time of the purchase and the total purchase amount.
Expanding a block reveals product-level details, including:
Product name
Brand
Quantity purchased
Customer Data Retention Settings
Depending on your store's settings and the regulations in your state, you may need to obtain explicit consent from Customers in order to retain their data. This is discussed in more detail in this article here.
Bulk Add or Remove Customers from Groups
Edit multiple customers at once and apply bulk actions to manage group membership. Associating a customer to a "Customer Groups" allows your dispensary to "tag" a customer to be apart of a group, which can be used for deals or to market to this customer in the future.
Go to the Customers tab
Select multiple customers from the list
Click Manage Groups
Choose Add to Groups or Remove from Groups, then select the group(s) you want
You can also bulk manage members from within the Groups themselves.
Go to the any Group in your list
Tap View Customers
Select multiple customers from the list
Click Manage Groups
Choose Add to Groups or Remove from Groups, then select the group(s) you want