Need to give your team a heads up about a customer? Add a flag to their profile with a note — it will pop up every time they check in.
To flag a customer, open the Customers tab in Admin and search for the customer by their name or email address.
Once you've found them, open the profile for the customer, scroll down to the Customer Details section.
Check Flagged
Enter a note explaining the flag (e.g., "Left wallet at shop 5/10," "Raffle winner — free pre-roll," "Blocked neighbor's driveway")
Click the "Save Details" button.
Flagged customers will show a pop-up message with your note when they check in at Customer Intake or Point of Sale on the iPad app.
You can also flag customers from the iPad app
Open the customer's profile in Intake or POS
Tap "Flagged" to add a note
The flag will pop up the next time the customer checks in
What's the difference between a flag and a ban?
A flag is an informational note for your team. It doesn't prevent the customer from ordering or checking in.
A ban blocks the customer from ordering on your online menu and shows a warning at Intake.
Use flags for things like forgotten items, raffle winners, or special instructions. Use bans when a customer should no longer be served.