Flowhub Product Support

This article will guide users through adding a new customer or patient in Maui by uploading via CSV.

Add Customers - CSV Upload

This article will explain how to add customer groups in Flowhub Maui.

Customer Groups

This article describes Caregiver profiles and functionality in Flowhub Maui for Medical dispensaries.

Caregiver Profiles

This article will explain how the Customers tab works in Flowhub Maui.

Manage Customers

This article discusses the "Consents to Data Retention" setting that can appear on Customer profiles.

Customer Data Retention Settings

How to use the flagging feature for problematic Customers in Flowhub Maui.

Flagged Customers

This article describes how to enable Guest Checkout and manage whether a Customer Identifier is entered.

Guest Checkout

Verify Customer ID

How to manage Medical Patients under the age of 18 in Flowhub, including blocking sales to these customers if desired.

Medical Patients under 18

This article describes how to bulk edit customers in customer groups.

Bulk Edit Customers into Customer Groups

Enable Potency % Warnings for Colorado Medical to compare product THC against physician-recommended limits on patient profiles. Surface checkout alerts when limits are exceeded to support MED compliance without automatically…

Enable Potency % Warnings for Colorado Medical Purchase Limits

Enable and configure potency warnings for medical patients in Colorado.

Enable Potency Warnings for Colorado Medical Limits

Flowhub Customer Merge makes it quick and easy to combine duplicate customer profiles into one accurate record. In this article, we'll guide you through reviewing and merging duplicates so your…

Merge Duplicate Customer Profiles

Valerie

Elizabeth Lyons

Marcus

How to create and manage Customer profiles, and manage special situations like Caregivers or Guest Checkout.

Customers

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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