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Promoting Cashless Payments: Best Practices for Dispensary Staff
Promoting Cashless Payments: Best Practices for Dispensary Staff

Use this document internally use to help your staff understand, promote, and facilitate cashless payment options in our dispensary.

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Written by Treez Support
Updated over 2 weeks ago

Table of Contents:

  1. Why Should You Care About Cashless Payments?

  2. Quick Budtender Talking Points for Shoppers

  3. Toolkits for Promoting Cashless Payments In-store

    • How to use

    • Available assets

  4. More Ways to Encourage Cashless Payments


Welcome to our guide on cashless payments! This brief document provides you with the essential information and resources to confidently promote and use cashless payment methods at our dispensary. Read through the sections to familiarize yourself with the benefits, talking points, and supporting materials available to you.


Why Should You Care About Cashless Payments?

Embracing cashless payments boosts both safety and efficiency. By reducing cash handling, your improve security and streamline transactions, making the experience better for both staff and customers. Learn the key benefits and reasons behind your transition to digital payments.

Enhanced Security: Cashless payments reduce the need to handle large amounts of cash, lowering the risk of theft and human error.

Improved Efficiency: Digital transactions are typically faster, leading to shorter wait times and a smoother customer experience.

Customer Convenience: Many shoppers prefer the ease and speed of cashless payments. Offering a variety of payment options meets modern consumer expectations.

Accurate Record-Keeping: Electronic payments automatically generate digital records that help with inventory management and financial reporting.

Competitive Edge: Offering effective cashless options positions you as a modern, forward-thinking dispensary that caters to the needs of today’s consumers.


Quick Budtender Talking Points for Shoppers

Use these brief talking points to quickly explain the benefits of cashless payments to shoppers in-store. They are designed to be simple, clear, and effective. Equip yourself with these phrases to help make each transaction smooth and reassuring.

Safety & Security:

"Walking around with a bunch of cash in your pocket can be dangerous, so we encourage our customers to pay by card or phone, which protects you and your money."

Speed & Convenience:
"It's a pain in the butt when you don't have enough cash and have to get out of line to get more. This speeds up the checkout process, meaning you can get in and out faster with less hassle."

Modern & Efficient:
"Moving our business towards digital payments helps us streamline operations and offer you a more modern and efficient shopping experience."

Accurate & Transparent:
"Every cashless transaction is securely, and privately recorded, which improves accuracy and makes it easy to identify any customer payment issues."


Toolkits for Promoting Cashless Payments In-store

This section provides you with ready-to-use digital materials to promote cashless payments in your store. These assets are designed to attract attention and inform customers about the benefits of our digital payment options. Follow the guidelines to access, customize if necessary, and print these materials for in-store use.

How to Use

  1. Download our in-store toolkits HERE. It includes options for card and ACH.

  2. Choose from 14 available colors to find the assets that best match your brand.

  3. Use your preferred print service (e.g., Vistaprint) to order high-quality prints.

Assets Available in the Toolkit

Table Tent:

  • Size: 4.25" x 6"

  • Best placement: On table tops, within display cases, on top of ATMs.

Bag Stuffers:

  • Size: 3"x3" & 5"x7"

  • Best placement: Inside/attached to the customers bag with their purchased products.

Window Clings:

  • Size: 3"x3" & 5"x7"

  • Best placement: At the customer entrances and exits, ideally facing outward.

Point-of-Sale Stickers:

  • Size: 3"x3"

  • Best placement: At each POS station, visible to customers, ideally near the payment device.


More Ways to Encourage Cashless Payments

These guidelines will help ensure smooth cashless payment operations and a positive customer experience. By staying informed and approachable, you contribute to a secure and efficient checkout process. Follow these best practices to continually improve and maintain high standards.

ATM Fees:

Consider setting your ATM fees $0.5 to $1 higher than any debit, credit and ACH fees in order to make those the more cost effective, and convenient cashless options.

$0 fees with a minimum purchase:
Reward customers to pay cashless, and over a dollar threshold by waiving any processing fees with manual discounts. (eg. No fees on debit purchase >$100)

Practice Makes Perfect:
Familiarize yourself with the available payment options, usage, and any fee so you can confidently help customers navigate any questions or issues.

Feedback Loop:
If you encounter frequent questions or issues regarding cashless payments, report them to your manager or [email protected]. Your feedback is crucial for continuous improvement.


How are these best-practices made?

Best-practices are created through the collaboration of multiple internal teams at Treez, and with help from actual users like you.

Become a though leader! Share your best practices

if you have a suggestion to create a new best-practice, or enhancing an existing one, you can send your suggestion to [email protected].

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