Configure customer profile fields, doctors, and qualifying conditions - Dutchie POS

Things to know

• Some fields such as Status and Customer Type are always required and can't be changed to Show or Hide.

What types of information can you configure?

From the Customers > Configure section of the Backoffice you can:

• Manage which customer profile fields are shown, hidden, or required so you can streamline customer data collection and ensure employees are collecting the necessary details.
  • Within this section, you can also specify which fields are required for customer prescriptions in medical markets that require them, the loyalty signup window, and the profile completeness tracker.
• Manage referring doctors and assign them to patient profiles.
• Manage information related to qualifying conditions.

Configure the information you want to collect for customer profiles

From the Fields tab, you can configure the information you want to collect for customer profiles. This page has separate sections for the POS (Register) and Backend (Backoffice) so you can set different field configurations for each.

For each profile field, select either:

• Hide - the field will not appear on customer profiles and can't be edited. Use this for fields that aren't relevant to your operations.
• Show - users can fill in the field but will not be required to.
• Required - users must fill in the field before they can save or update a customer profile.

Customer Prescription

This section is for certain medical markets and does not appear for all locations. As with other customer fields, you can specify which prescription-related fields are required, shown, or hidden on patient profiles. Some may be required by regulation and can't be changed to "show" or "hide".

Loyalty Signup

This section controls which fields are required, hidden, or shown in the loyalty signup window when enrolling customers in your Dutchie Loyalty program from the Register. This helps ensure that staff are collecting phone numbers and email addresses for new loyalty members.

Profile Completeness (POS)

This section controls which fields count toward a "complete" profile in the profile completeness tracker in the Register. Choose Yes or No to specify which fields are required for a profile to be considered complete.

The Complete profile link in the cart header indicates how many required fields are missing for the assigned customer:

Click through to fill in the missing fields:

Manage doctors associated with customer profiles

The Doctors tab maintains profiles for referring doctors. Once created, a doctor can be associated with a customer profile.

Add a doctor

1. Go to Customers > Configure.
2. On the Doctors tab, click the Add doctor button.
3. Fill out the applicable fields with the doctor’s information.
4. Click Add.

Delete a doctor

1. Go to Customers > Configure.
2. On the Doctors tab, click the 3 dots next to the doctor you want to delete.
   
3. Select Delete.

Delete doctors in bulk

1. Go to Customers > Configure.
2. On the Doctors tab, check the boxes next to the doctors you want to delete.
3. Select Bulk actions > Delete.
   

Add qualifying conditions that you can associate with customer profiles

Qualifying conditions is an optional feature that is not enabled by default. Contact Dutchie Support to turn on qualifying conditions for your location and then ensure that you've set Qualifying Conditions to Show in Customers > Configure > Fields.

From the Qualifying Conditions tab, you can add and manage qualifying conditions to associate with customer profiles.

Add a qualifying condition

1. Click through the Qualifying Conditions tab.
2. Choose Add action.
3. From dropdowns choose whether conditions are primary or secondary.
4. Click Add.

What’s next?

• Learn more about customer management and workflows.