Learn how to view and edit guest profiles in the Dutchie POS Register.
Guest profiles contain detailed information about your customers and consist of the following sections:
Things to consider
- To access the Patient Policy feature, certain settings must be enabled by your Dutchie Admin. Contact your Dutchie Admin for more information about Patient Policy.
- You will only see the Medical tab on the guest profile if the guest's Customer Type is Medical.
Access a guest profile
- Select Customers from the side menu.
- Search the customer name or customer number and press Enter on your keyboard.
- Click the pencil icon next to their name or the Edit Profile button on the guest pane.
You can also access a profile by clicking the Profile button in the cart.
Personal
The Personal section contains general information related to the customer including:
- Personal details
- Contact information
- The Mobile Phone field is prioritized for display in the cart header.
- The entry in the Phone Number field is only displayed in the cart if Mobile Phone is blank.
- Discount groups that the customer is assigned to
Medical
The Medical section contains medical information for patients including:
- Medical cannabis ID card details
- Doctors
- Caregiver information
- Patient files and documents uploaded
History
The History section shows a history of transactions and products they have purchased at your dispensary.
See View guest history at the register.
History is sorted into two views:
- Transaction history - View the transactions associated with the guest profile, return products or void a transaction, and reprint receipts or labels for past transactions.
- Product history - A list of product purchases associated with the guest profile.
Journal
The Journal section allows you to add detailed notes to a guest profile. Journal notes are different from other note types in the register like guest and transaction notes. Journal entries are permanent and can't be deleted.
See Customer journal and notes.
Patient policy
If your state requires patients to sign a patient policy, Dutchie POS has an optional feature that our support team can enable for your location. Policies typically act as a waiver or can absolve the dispensary from being held liable for crimes committed with cannabis purchased at your location.