Mobile App – Checking in and Managing Retail Customers

Flourish Software's mobile application enables streamlined check-in and management of retail customer profiles from your device.

Checking in a Customer

1. Open the Flourish mobile application and log in using your credentials.
2. Select Retail from the main menu to access the "CHECK IN" Screen
3. From the CHECK IN screen, you can
   1. Scan an ID to pull up the Customer Profile
   2. Manually create a new customer profile
   3. Search for existing customers by name or other details.
4. Tap Scan ID and use your device to scan the customer's government-issued ID.
   1. Flourish will auto-populate the customer profile and trigger age verification if the ID is detected and valid. Once verified, tap Check Customer In to proceed to shopping.
5. Flourish prompts you to manually create a customer account if the ID is not detected or readable.

Start a sale from Check-In: each customer row shows the next step for that customer: Start Sale for a customer waiting in the queue, View Cart while they are shopping, or Checkout when they are ready to pay. Tap it to open their cart. Tapping Add to Queue on a new arrival adds them to the queue and opens their cart straight away. For building the order, see Mobile App - Point of Sale on an Android Tablet or TC22.

Manually Creating or Editing Customer Profiles

Tap the option to create a profile from the CHECK IN screen manually, enter the customer's information, and save the profile to check them in. You can also edit existing customer profiles anytime through the mobile app.

Enroll a Customer in Loyalty

If your company runs a loyalty program, a customer's profile shows their loyalty status: their points balance if they are a member, or a Join Loyalty Program? card if they are not.

1. Open the customer's profile and tap Join Now.
2. On Loyalty Sign-Up, check the customer's Email and Mobile Number. They are filled in from the profile; update them if needed.
3. Under How the program may reach the customer, tick Text messages to the mobile number, Emails to this address, or both. Your company may require one of them.
4. Have the customer tap Tap here to sign your signature, sign on the pad, and tap Confirm.
5. Have the customer read and tick the loyalty terms checkbox.
6. Tap Submit. You see "Loyalty account created for …", and the profile shows the customer's points.

The signed consent is saved to the customer's Documents. From the cart, tapping Join Loyalty in the discount sheet opens the customer's profile so you can enroll them.

Manage Customer Documents

Keep required documents, such as state IDs and medical cards, on file right from the customer's profile, with the front and back together in one document.

Where: open the customer's profile (tap a customer from Check-In, or View Profile after scanning their ID) and scroll to the Documents section. Documents added here sync with the customer's profile in the Flourish web app, and vice versa.

Add a document:

1. Tap Add Document.
2. Select the Document Type. The list matches your company's document types, for example Driver's License or Medical Card.
3. Set the Expiration Date if the document has one (tap the calendar icon), and select the State.
4. Tap Take Photo to photograph the front, or Choose from Gallery to pick an existing image.
5. Tap Add Another Photo to add the back and any other pages. Tap a photo to retake or remove it.
6. Tap Upload. You see "Document uploaded successfully". All the photos are saved as one document.

View a document: tap it in the list. The row shows how many images it has. Swipe or use the arrows to page through the images ("1 of 2"). PDFs uploaded from the web open in your device's PDF viewer.

Add a photo to an existing document: open the document and tap Add Photo, for example to add a missing back side.

Remove a photo: open the document, go to the photo, and tap Remove Image. A document must keep at least one file.

Remove a document: tap the X on its row and confirm. The document is removed from the customer's profile; the record is kept for compliance. To correct a document's type, expiration date, or state, remove it and add it again.

Troubleshooting:

• "You do not have permission to upload customer documents": your role needs the Retail Check-In permission. Ask your admin.
• "Camera permission is required to photograph documents": allow camera access when prompted, or enable it in your device's app settings.
• You can't pick a past expiration date: expiration dates must be today or later.
• An upload stopped partway: the photos already saved show a check mark. Tap Upload again to finish the same document.