Help Center content related to Customer Management functionality
SellTreez: What Does Expired Mean on the Fulfillment Dashboard?
SellTreez: How Do I Convert a Medical Customer to an Adult Use Customer?
SellTreez: How Do I Convert an Adult Use Customer into a Medical Customer? (CA Only)
SellTreez: How Do I Deactivate a Customer Profile?
SellTreez: How Do I Add a New Customer to the POS?
SellTreez: Customer Management Nuances in Massachusetts
SellTreez: Why Is There a Negative Rewards Balance for My Customer?
SellTreez: Scanning ID's & Unsupported Identification Documents
SellTreez: How do I apply a lifetime discount to a customer?
SellTreez: All About Customer ManagementLearn all about the Customer Management module including creating and editing profiles!
SellTreez: What do the green and red customer icons mean in SellTreez?
SellTreez: Customer Management - Using the Treez Intake App
SellTreez: How do I clear the Queue from Customer Management?
SellTreez: Caregiver Check-in and FlowsLearn more about managing caregivers in Treez