Add Customer Profiles for Employees for Samples and Discounts - Greenbits

You can add a Customer Profile for any of your employees to give them "Employee Discounts."

To create a Customer Profile for your employees:

1. In Back Office, select Customers.
2. Select Add Person.
3. Under Customer Groups, select Employee.
4. Enter the info for your employee.
5. Select Save.

Users with the Person Group Updates for Employees permission can convert former employees' profiles to regular customer or patient profiles to prevent them from continuing to receive employee discounts and samples.

What's next?

Create an "Employee Discount" that you can apply to the employees you added.