Customer Management
Verified customer profiles, instant lookup, and loyalty tracking. All in one place. Keep your lines moving and your records audit-ready.
Customer Checked In
Sarah M. • Ready to serve
ID Verified
Age 28 • Compliant
Loyalty Points
$2.4k
Lifetime
18
Orders
VIP Member
10% discount
Last Purchase
2 days ago • $86
Compliance-Ready Customer Profiles
Every customer profile stores the information you need for compliance and great service: name, phone, email, date of birth, ID verification status, and notes. Plus lifetime spend, last purchase date, and full purchase history.
- Name, phone, email, and date of birth
- ID verification status tracked per customer
- Staff notes for personalized service
- Lifetime spend and last purchase date
Create customers from anywhere: website, POS app, or back office. All sync to the same profile.
Instant Lookup for Returning Customers
When a customer walks in, your budtenders can find their profile in seconds. Search by name, phone, or email. Check them in with one tap, and they appear in your POS queue—ready to be served.
- Search by name, phone, or email
- Check-in sends customers into POS flow
- Verified customers show green checkmark
- See loyalty points at a glance
Audit-Friendly Purchase History
Every order tied to a customer is tracked with full details: order number, date, time, status, items, and total. Staff with the correct permissions can view any customer's complete purchase history—perfect for compliance audits and customer service.
- Full order history with status tracking
- Permission-based access for staff
- Supports compliance audits
- See delivery, pickup, and in-store orders
State reporting is transaction-based. Individual customer records support your audit trail.
Loyalty Points That You Control
Set your own loyalty rules. You decide how many dollars customers spend to earn a point, and what each point is worth. Points accrue automatically with every purchase. Customers choose when to redeem.
$1 = 1pt
You set spend per point
100pt = $5
You set value per point
- Automatic point accrual on every purchase
- Manual redemption—customer chooses when
- Staff can add or remove points directly
- Full history of all loyalty modifications
Customer Groups and Built-In Discounts
Create groups for veterans, seniors, industry employees, or any category you define. Assign customers to groups manually. Attach discounts to groups—and those discounts apply automatically at checkout.
Create Custom Groups
Veterans, seniors, employees, VIPs—create any group your dispensary needs.
Manual Assignment
Staff adds customers to groups as appropriate. You control who qualifies.
Automatic Discounts
Discounts tied to groups apply at checkout—no manual entry required.
Order Notifications and Marketing Partners
WebJoint sends transactional SMS notifications to keep customers informed about their order status. For marketing campaigns, we integrate with best-in-class partners.
Order Status SMS
WebJoint sends automated SMS updates when orders are received, ready for pickup, or out for delivery. Transactional notifications only.
Built-in — No extra setup required
SMS Marketing via Alpine IQ
For promotional SMS campaigns, WebJoint integrates with Alpine IQ—a cannabis-compliant marketing platform built for dispensaries.
View Integration PartnersEmail Marketing via Nexvato
Our email marketing partnership with Nexvato gives you professional campaigns, templates, and analytics designed for cannabis retail.
Learn About NexvatoWebJoint Pulse
Pulse is our upcoming AI-powered analytics and marketing platform. It will introduce smart customer segmentation, advanced targeting, and intelligent automation—helping you market smarter without the manual work.
AI-Powered Analytics
Smart Customer Segmentation
Intelligent Automation
Customer Management Questions
Common questions about customer profiles, loyalty points, groups, and compliance.
Explore More POS Features
Customer Management is just one part of the WebJoint Point of Sale system.
Compliance, retention, and speed—all in one system.
See how WebJoint helps you know your customers better, serve them faster, and keep your records audit-ready.