Customer Intake is designed to make the customer sign-up process as easy as possible for your front desk. When welcoming customers at your front desk, check them in (if returning) or create a new profile (if new).
For an in-depth video on what has changed with the new Customer Intake, check out our New Check-In Tutorial.
New Customers (Adult use)
On the front desk iPad, go to "Customer Intake
Scan their ID with iPad camera or handheld Socket scanner
New customer profile will populate with name, DOB, and expiration date
Add additional info (optional): Email and/or phone, Referred From, Marketing opt-in
Click "Create" to create the customer profile.
In the customer profile, you can add additional customer information such as Customer Groups (e.g. veterans, seniors, locals) or Notes.
New Customers (Medical)
If the customer is a medical customer with a valid recommendation, scroll down to "Documents" then add "Recommendation." Go to "Verification" to add the recommendation’s expiration date.
Select "Send to POS". You will see this closing screen to let you know that the customer has been successfully checked-in.
Returning Customers
On Front Desk iPad, go to "Customer Intake"
Scan their ID with iPad camera or handheld Socket scanner
The customer profile will pop up
Verify that it matches the ID
Select "Send to POS".
NOTE: If a customer is underage, has an expired ID or has been banned, their customer profile will display a red pop-up banner to alert you.
If you need to mark a customer as Banned, in Meadow Admin go to Customers, search for and select the customer, scroll down, and click "Banned."
NOTE
If you see the wrong customer's profile when scanning an ID on the intake app, that means the ID was associated with the wrong profile.
To fix this, follow these steps:
1. Search for the correct customer profile using the customer's name, email or phone number.
2. Open the correct profile and scroll down; click "Scan New ID."
3. Scan the customer's ID again to pair it with the selected profile.
This process will break the connection between the ID scan and the incorrectly paired profile, and re-pair the ID scan with the correct customer profile. In the future, scanning that ID will show the correct profile.