Customer Profiles

One customer record connects your POS, online store, and delivery. Always current, always compliant, always accessible.

Unified Profiles

One Profile Across Your Entire Operation

Every customer has a single centralized profile that connects their POS transactions, online store account, and delivery orders. No duplicate records, no fragmented data.

When a customer creates an account online, a full backend profile is automatically created. Their ID submissions, delivery addresses, and order history are tied to that profile from the start. If your customer data lives in three different systems, your team wastes time every day reconciling it.

Works the same at the POS counter and online checkout
Staff see the full picture before ringing up a sale
Delivery drivers reference the same profile as budtenders
New online signups are ready for in-store visits instantly
WebJoint customer list view showing customer names, registration dates, types, and contact information
WebJoint individual customer profile showing contact information, ban controls, and internal notes
Profile Data

What a Customer Profile Includes

Every profile stores the data your team needs for sales, compliance, and customer service. All fields are accessible from the POS and the backend.

Name
Phone number
Email address
Saved delivery addresses
Date of birth
ID details and image upload
Loyalty balance
Internal staff notes
Transaction history
Payment methods used
Compliance

Compliance Built Into Every Customer Record

Customer profiles track ID verification status, purchase history, and regulatory purchase limits. Your team doesn't have to remember who's been verified or manually calculate how much a customer has purchased today.

If a customer exceeds the allowed purchase limit for their jurisdiction, the transaction is automatically blocked. This reduces compliance risk and prevents the kind of manual errors that lead to violations.

No manual calculations at the register
Works across flower, concentrates, edibles, and all categories
Blocked transactions include a clear reason for staff
Keeps your dispensary audit-ready without extra steps

ID Verification

Each profile tracks whether the customer has been ID-verified, their license number, expiration date, and ID image.

Purchase Tracking

Every transaction is logged against the customer profile. The system knows what they have purchased and when.

Automatic Blocks

When a customer reaches their purchase limit, the system blocks the transaction at checkout. No manual math required.

VIP Customers
48 members
10% off all orders
Employee Discount
12 members
25% off all orders
Member Program
156 members
5% off flower
Customer Groups

Set Up Groups Once, Discounts Apply Automatically

Your team organizes customers into groups directly from their profile. Assign anyone to one or more groups in a few clicks.

Discounts can be configured to automatically apply based on group membership. When a VIP customer checks out, their pricing adjusts without anyone touching a button. For more on how discounts work, see the Discount Engine.

Assign customers to groups like VIP, Employee, or Member
Discounts apply automatically at checkout based on group
Staff manage group assignments from the profile
Loyalty

One Loyalty Balance Across Every Channel

Every profile shows the customer's loyalty balance in real time. Points stay consistent whether they order in-store, online, or through delivery. One balance, every channel.

Only managers can manually add or reduce loyalty points, keeping your program secure. Customers earn and redeem through normal transactions. For more on loyalty configuration, see the Loyalty Program page.

Customers see their balance at checkout without asking
No discrepancies between in-store and online balances
Budtenders can check points before recommending redemption
Program stays secure with manager-only manual edits

How Loyalty Works Per Profile

Points earned from transactionsAutomatic
Points visible on profileAlways
Redeemed at POS or online checkoutCustomer choice
Manual point adjustmentsManagers only
Balance synced across channelsReal-time

Recent Orders

#2847Pickup

Feb 10 - 3 items

$124.50
#2831Delivery

Feb 6 - 2 items

$89.00
#2819In-Store

Feb 2 - 4 items

$167.25

Payment Methods Used

Debit card
Cash
CanPay
Order History

Every Order, Every Channel, One View

Every customer profile shows their complete order history across in-store, pickup, and delivery transactions. Your team can see what was ordered, when, and how it was paid for.

This gives budtenders and support staff the context they need to handle returns, answer questions, and coordinate deliveries without asking the customer to repeat themselves. For fulfillment workflows, see Order Management.

In-store, pickup, and delivery history in one view
Payment methods used per transaction
Context for customer support and delivery coordination
Notes and Controls

Internal Notes and Customer Controls

Staff can leave internal notes on any customer profile. These are visible to your team and useful for tracking preferences, flagging issues, or recording delivery instructions.

Customers can also be banned directly from their profile. Banned customers still appear in search for record-keeping purposes, but they cannot complete any transactions.

Notes carry over between shifts and staff changes
Flag delivery preferences so drivers see them automatically
Banning is instant and blocks all transaction types
Banned records stay searchable for compliance and reference

Internal Notes

Leave notes about preferences, issues, or delivery instructions that any team member can reference.

Ban Customers

Block a customer from completing transactions while keeping their record intact for compliance and reference.

See How Customer Profiles Work

Book a demo and we will walk you through profiles, compliance tracking, loyalty, customer groups, and everything your team needs to know every customer.

Book a Demo
FAQ

Customer Profiles Questions

Common questions about how WebJoint manages customer profiles across POS, ecommerce, and delivery, including compliance, loyalty, and customer groups.

Centralize Your Customer Data

See how one customer record replaces the spreadsheets, sticky notes, and duplicate entries slowing your team down.