This short guide will teach you how to Add Customers to your GrowFlow account. Please note, if your state is Recreational, you can check out customers as anonymous but you will lose the ability to track rewards.
How to Create a Customer
Whether you need to create a medical patient or a recreational customer profile so they can take part in your store’s loyalty program, the process is the same for both:
1. Click on Customers
2. Click the Green Plus (+) button in the top right of the screen.
3. Fill out the New Customer Form. There is a lot of information you can add here, so we have broken it down by section for better clarity. Please note that the red asterisks mean it is required information for the GrowFlow system. You will also need to enter any additional information required by your state. When you are finished, please click Save & Close
Top of the form
A. When you add a new customer the default status is Active
B. If you are connected to a scanner you can click “Scan ID” then scan the ID card to pre-populate some of the fields under Basic Info
C. If you have a Medical/Recreational store you will have the option to designate the customer as Medical or Recreational. If your store is ONLY Medical or ONLY Recreational, you will NOT have to select a designation.
A. Enter a full name for all new customers.
B. Enter valid “Date of Birth.”
C. Select Male, Female, or Other.
D. Enter a valid Driver’s License Number.
E. Enter Driver’s License Expiration Date.
F. Enter the customer’s email address.
G. Enter the customer’s phone number.
H. Select a tag if applicable.
I. Add any notes about the customer here. "Example: strain preference."
J. Can select “Referred By” if your store has a referral program.
A. Toggle on Email if a customer has provided consent to receive emails.
B. Toggle on SMS if a customer has provided consent to receive text messages.
Toggle on a pre-set customer “Status” to help with discount programs. This is optional but can help when creating status-specific discounts.
A. Toggle on if the customer is a Member (medical customers only)
B. Toggle on if the customer is a local/state Resident.
C. Toggle on if the customer is a Veteran.
D. Toggle on if the customer is a Senior.
E. Toggle on if the customer is Disabled.
F. Toggle on if the customer is Tax Exempt.
G. Toggle on if the customer is an Employee.
H. Toggle on if the customer is a Student.
This section will appear only for Medical customers.
A. You will need to enter a “Med License Number.”
B. Enter the “Med License Issued” date and the “Med License Expires” date.
C. If necessary, you can add the patient’s condition and recommending physician.
D. Toggle on if Patient “Has a Caregiver.”
E. Toggle on if Patient “Is a Caregiver.”