Treez Companion is a native iOS app that helps dispensary staff sign up and check in customers and manage the check-in queue. It brings the intake workflow into one streamlined app, with native driver’s-license barcode scanning, Google Document AI–assisted scanning for passports and other supported documents, and Membership Agreement signing built in.
⚠️ The SellTreez Customer Management iOS app is scheduled to be deprecated in early December 2026. Plan to transition your team’s intake workflow to the Treez Companion app before the older app is retired.
Sign In and Select Your Store
Open Treez Companion. Enter your email address and password, then tap Sign In.
On Select Location, choose the dispensary where you are working and tap Continue. If prompted to auto-select this store on future logins, choose Yes or No thanks.
From the main menu, select Customer Management for customer intake and queue operations, or Config for settings. Use Change Location to switch stores.
Understand App Settings and Store Configurations
Open Config from the main menu.
App Settings are controls in Treez Companion:
Auto-select store on login
Prompting for a Membership Agreement before check-in
Staff can still proceed without it
Auto check-in on scan when a license matches a single eligible customer
App Appearance: System, Light, or Dark Mode
Store Configurations are the selected store's values from the Treez web portal. They are read-only in Companion. Make changes in the store's web portal in Configurations → Config Page → Customer Management.
How to Sign Up a New Customer
Scan a Driver License
Open Scan, select Driver License, and position the 2D barcode in the camera frame. Standard US driver's licenses are typically read through their PDF417 barcode. The scan screen also offers Ignore 1D barcode, Auto check-in on scan, and flashlight controls.
If the scan returns Customer Not Found, review the scanned information and tap Add New Customer.
Review the pre-filled New Customer form against the physical ID. Correct errors, complete the remaining required fields, then tap Save.
View the saved profile and select any document options to upload an ID with automatic photo cropping, a medical recommendation if applicable, a miscellaneous document, or to complete the agreement.
If Membership Agreement Required is enabled in the app and the customer has no completed agreement on file, a prompt appears before check-in. Select Sign Agreement, then hand the device to the customer to complete the applicable fields and tap Submit Agreement. The prompt also offers Check In Anyway and Cancel.
The agreement can also be completed at any time by selecting the option in the Documents section. Follow your store’s policy before checking in a customer without a completed agreement.
To review the fields available in the agreement, see SellTreez: Customer Management Configurations – Membership Agreement
Select the green Check Customer In at the top of the profile. They will appear in the Queue with a Checked In status. From the Queue, you can select a profile to view or remove them from the queue by swiping left.
Scan a Passport or Other Document
Use Document mode for US and international passports, national ID cards with machine-readable zones, and other documents with printed name, birth-date, and expiration labels. Use Driver License mode for a standard US or Canadian license barcode.
In Scan, switch to Document. Position the front of the document in the camera view and tap the camera button.
Document mode uses Google Document AI to read text from passports and other supported documents, then pre-fills the customer form. Scanning can misread or misplace information. Before saving, compare every pre-filled field with the physical document and correct any errors. The Verify Scanned Data prompt is a reminder, not a substitute for staff verification.
Continue with the saved profile and check-in confirmation above.
Add a New Customer Without Scanning
Tap Add. Enter the customer’s information from their physical ID, complete the required fields, and tap Save. Open the saved profile to review it before checking the customer in.
Check In an Existing Customer
Scan the customer’s driver’s license using Driver License mode, or scan a passport or other supported document using Document mode. Follow the scanning steps above. When Treez Companion finds the existing profile, tap Check In or View Profile.
If scanning isn’t possible, tap Search to find and open the profile instead. Enter the customer's name, phone, or license number and select the matching record.
Review or edit the profile. Tap the green Check Customer In to add them to the queue.
Once checked in, the profile offers a red Remove from Queue. A Saved Sales notice will appear if the customer has any.
Purchase History can be reviewed further down in the profile.
Validation Alerts
Treez Companion checks customer information during scanning and before check-in for both new signups and existing profiles. An alert may stop the workflow when a customer is underage, an ID or medical recommendation has expired, or a required profile field is missing. Applicable requirements depend on the selected store’s configuration.
