CRM
Customers & loyalty
Profiles, purchase history, feel preferences, and the loyalty program.
The customer list
Customers shows Active and Archived tabs with search by name, phone, or email. Each row shows type (Adult-use / Medical), visit count, and last visit. New customer opens the same profile form the register uses.
A customer profile
Beyond contact info, profiles carry what compliance and marketing need: date of birth, ID number / state, medical card and allotment, residency, Photo ID verified, and flags for Employee and Veteran (group discounts).
The detail page shows Visits, Sales, Lifetime spend, and Loyalty pts, plus recent sales. Actions: Save profile, Archive / Restore customer, and Check in on register.
Feel preferences
Record what the guest likes — effects (Sleep, Relax, Focus, Energy, Creative, Balanced), flavors, and a THC comfort tier. Budtenders see these at the register in Browse by feel, and the online shop uses the same chemistry data.
Loyalty program
In Marketing → Discounts, the Loyalty section sets the earn rate (points per $1). Points accrue automatically on sales; budtenders redeem them at checkout (1 point = $1). The ledger shows every Earn / Redeem / Return / Adjust event, and the Loyalty Redemption Report summarizes usage.