Checking In a Customer

Checking In a Customer

Checking In a Customer

Purpose

Check in a customer to add them to the in-store queue before building their order. Flourish calls this process Intake or Check-in.

Prerequisites

Confirm the user has permissions to add or remove a customer from the queue. "View" and "Update" permissions should be turned ON for Customers in both the Web Application user role and for the POS user role.

Find this by navigating to Manage Settings > User Roles > Select Mobile Application or Point of Sale at the top of the screen > Select your Facility > Click Configure next to the user role.

Before you start:

Confirm the customer has a profile in Flourish.
Follow your facility's identity, age, medical-card, and jurisdiction-specific verification procedures.

Check In the Customer

In Retail POS, select Intake > Search Customers.
Search using one or more available fields, such as name, email, phone number, date of birth, customer ID, or state registry ID.
Review the matching customer details and confirm you selected the correct profile.
Select Add to Queue.

The image shows the "Search for a Customer" screen in the Flourish POS Intake interface, with search fields for First Name, Last Name, Email Address, Customer ID, Phone Number, and…

The first-name search includes the customer's legal and preferred name. If the customer doesn't appear, create a customer profile before continuing.

Check In From the Customer Profile

Find and open the customer profile.
Select Purchases.
Select Add to Queue in the POS.
The customer can now be found in the Queue.

The image shows the Flourish POS Queue > In-Store screen after a customer has been successfully checked in.

Respond to an Expired-Document Alert

During check-in, Flourish checks the expiration dates stored for the customer's State ID and Medical Card. If a stored document is expired, the POS displays an alert.

Select Nevermind to stop the check-in and review or update the customer information.
Select Add to Queue to continue check-in despite the alert.

The image shows the "Expired Document" alert dialog in Flourish POS, listing the customer's expired Medical Card and State ID with their expiration dates, and asking whether to…

An expiration alert during check-in is different from the Block purchase due to expired med card facility setting. When that setting applies, Flourish can prevent purchase completion until the customer information is updated.

Expected Result

The customer appears under Queue > In-Store > Checked In. Select Start Sale to build the customer's cart.

Common Issues

The customer doesn't appear in search

Try another identifier, such as phone number, email, customer ID, or state registry ID.
Search both the legal and preferred first name.
Confirm the customer profile exists in the current facility context.

The customer has duplicate profiles

Don't create another profile until you review the existing records. See Merging Customer Profiles.

Purchase completion is blocked later

Review the customer's medical-card expiration date and the facility's retail configuration. See Configure Retail POS Settings and Toggles.

Table of Contents

Checking In a Customer