This section will display a list of your customers at all times and gives options to manage their profiles or check them in. You can add in a new customer, check in a customer, edit customer profiles, delete customers, and view their purchase history from this section.

Create a New Customer

  1. On the top of the page, select "CUSTOMERS" or "Cashier" from the pop-out menu to the right of the Flowhub Leaf.

  2. Select "New Customer" at the top of the screen in the CUSTOMERS tab or the bottom of the screen in the CASHIER tab.

    • If you have a dual license or your market support medical and recreational customers, you'll be prompted to choose a customer type.

  3. Enter any required information.

    • Required information is marked with an asterisk.

    • If using the NUG and scanning a state ID, these fields will be auto-populated.

    • Local laws may not allow you to save customers' information without their permission. In Oregon, any profiles entered without the "Permission to Retain" data will not have their profile saved.

    • We have added a ‘How did you hear about us?” field in this section to track customer sources. This is a free text box, meaning that customer sources no longer need to be set up before adding a customer, making it easy to track customer sources on the fly.

  4. Select "SAVE" or "SAVE & CHECK IN" at the top of the window.

Check In a Customer

  1. On the top of the page, select "CUSTOMERS" from the pop-out menu to the right of the Flowhub Leaf.

  2. Select or search for a Customer in your Customers List.

  3. On the right side of the screen, select ‘Check In.’

  4. Navigate to the Cashier tab, and you’ll notice that customer is in the Queue.

Edit a Customer

  1. On the top of the page, select "CUSTOMERS" from the pop-out menu to the right of the Flowhub Leaf.

  2. Select or search for a Customer in your Customers List

  3. Select "EDIT."

  4. Select "SAVE" or "SAVE & CHECK IN."

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