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Checking In a Customer

Check In Process. If you've created your customer's profiles and they're ready to make a purchase, you'll need to check them in first. This process is called Intake or Check-in , and it adds the cust…

Check In Process

If you've created your customer's profiles and they're ready to make a purchase, you'll need to check them in first. This process is called Intake or Check-in, and it adds the customer to the Queue to help build their order.

  1. In the POS app, navigate to Intake > Search Customers.
  2. Use the fields at the top to search for the customer. You can search by name, email, phone number, date of birth, or state registry ID.
The first name field looks at the customer's legal name and preferred name. We can search for "Charles" and receive results for "Chuck."
  1. If you can't locate your customer, you may need to create a customer profile for them.
  2. When you locate your customer, click the Add to Queue button.

You can also add a customer to the queue from their profile:

  1. Locate the customer.
  2. Click on their name to enter the customer profile.
  3. Click on Purchases.
  4. Click on Add to Queue.

Your customer is now listed under Queue > In-Store > Checked In. You can click Start Sale to begin building their cart.

Expired Document Alert

When you chew in a customer, Flourish verifies the expiration dates of the following documents:

  • State Registry ID (Medical Card)
  • State ID (State ID)

If one or both documents are expired, the system will alert you.

When you click "Add to Queue," Flourish displays a message like the ones shown in the examples below.

  1. Click "Add to Queue" to add the Checked-in queue
  2. Click "Nevermind" to stop the intake process.

How did we do?

Customer Deliveries (Non-METRC)

METRC Retail Delivery: Edit order after marking “Out For Delivery”

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