You can add patients as Members in your Back Office in order to track customer information, such as Plant Count, Member Since date, and Member Discounts.
- Go to Customers in the Back Office.
- Select a patient from your list, or select Add Person and create a new Patient.
Note that membership can only apply to Patients, not recreational Customers.
- Check Membership.
- Select Save.
The patient is now considered a Member in Green Bits. You can now edit special information for this patient such as:
Plant Count: The number of plants the patient has authorized you to grow for them.
Member Since: The date they joined as a member. Member status and date display on the Green Bits register.
Member Discounts: Create discounts that apply only to members of your dispensary.