Please Note: Treez is aware that inputting a wrong password kicks you back to the input email screen without a "wrong password" warning.  Please reenter your email and password while we work to improve this customer experience.

The Treez Intake App (beta) for iOS allows anyone on your staff to check-in and sign-up new customers. It uses the camera on any mobile iOS device (6th gen+) to scan the 2D barcode of an ID or Driver’s License and add a customer to the queue or create a new customer profile.

Tip: The Intake App can’t be used in Arizona at this time due to state-specific purchase limit regulations.

Skip to:

• Login
• Navigating the ‘In Queue’ and ‘Dispensary’ tabs
• Navigating a Customer’s Profile
• Checking-in Existing Customers
• Signing-up New Customers

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Login

Step 1: On your iOS device download the Intake App by searching for Treez.io in the app store.

Step 2: Tap the Treez icon to open the app and enter your Dispensary ID (the prefix to your Treez portal URL).  Then enter the username and password you use to log into Treez.

For example, if your portal URL is greenexpress.treez.io, your Dispensary ID is greenexpress.

NOTE: If you want to log out of the app, tap the menu icon in the top left corner of the app and then tap ‘Logout’.

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Navigating the ‘In Queue’ and ‘Dispensary’ tabs

Once you’ve logged into the app, you’ll see the home page with ‘In Queue’ and ‘Dispensary’ tabs.

• ‘In Queue’ tab: Customers who are checked-in will appear here.
• ‘Dispensary’ tab: Customers move into the ‘Dispensary’ tab once a sale has been started for them at the POS.

Tip: To remove a customer from ‘In Queue’ or ‘Dispensary’, swipe left on the customer’s tile and tap the X.

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Navigating a Customer’s Profile

When you scan the ID of an existing customer, it will bring up the customer’s profile.

• To edit their information, tap Edit Profile below their contact and rewards dollars information.
• Swipe left or right to switch tabs:
• Documents: View documents (such as a license or medical recommendation) on file for the customer. You can also select ‘Upload New Document’ to take a photo of a new document to add it to the customer’s profile.
• Purchases: See a list of the customer's past transactions

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Checking-in Existing Customers

Step 1: On your iOS device, tap the Treez icon to open the Intake App. Then tap the Scan icon in the lower right corner of the screen.

Step 2: When Scan opens, put the customer’s ID or driver’s license (barcode side up) in front of the iPhone camera. Center the 2D barcode within the white box on your screen until the iPhone scans the ID.

NOTE: Some IDs have both a 1D and 2D barcode printed on them, so if the ID isn’t scanning properly try covering the 1D barcode with your finger so the reader isn’t capturing the wrong one. 

Step 3:  If the customer is already in your Treez portal, the app will bring up their existing profile. Tap the Check in button to add them to the customer queue.

• If the screen says ‘Expired ID’ it means the customer’s ID, or license, is past its expiration date. You won’t be able to check-in the customer until they provide a non-expired ID to scan.
• If the screen says ‘Customer Not Found’ this is a new customer and you’ll need to sign up a new customer.
• If the screen says ‘Expired Rec’, it means the customer’s recommendation has expired and you can’t use the app to check them in.

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Signing-up New Customers

Step 1: On your iOS device, tap the Treez icon to open the Intake App. Then tap the Scan icon in the lower right corner of the screen.

Step 2: When Scan opens, put the customer’s ID or driver’s license (barcode side up) in front of the iPhone camera. Center the 2D barcode within the white box on your screen until the iPhone scans the ID. 

NOTE: Some IDs have both a 1D and 2D barcode printed on them, so if the ID isn’t scanning properly try covering the 1D barcode with your finger so the reader isn’t capturing the wrong one.

Step 3: When you see ‘Customer Not Found’, tap Create Customer.

Step 4: Tap Open Camera.

Step 5: Turn the ID so it matches the orientation of the text on your screen, center the license in the rectangle frame, and press the white button. Then tap Accept.

Step 6: On the Crop Photo screen, center the frame around the photo on the ID and click Crop.

Step 7: Enter the customer’s cell phone number and tap Next.

Step 8: Enter the customer’s information in the remaining fields and tap Save in the upper right corner.

NOTE: When signing up a new medical customer, you’ll need to create their profile as an ‘Adult Use’ customer type, save the profile, and then tap ‘Edit Profile’ to change it to a ‘Medical’ customer type.

Step 9: When their profile appears, tap Check in. You’ll now see the customer In Queue.

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