Group by spend
Pull together your top spenders in one click. Reward the patients who keep your shop running.
- Set a dollar threshold over any time window
- Updates as patients shop
- Use it for VIP rewards or thank-you drops
Group your customers by what they buy, when they last visited, or what tier they're in — then send the right offer to each group automatically.
The right offer reaches the right patient
Groups stay current as patients shop
More repeat visits, less guessing
Pull together your top spenders in one click. Reward the patients who keep your shop running.
Find first-time patients, regulars, and folks who haven't been in lately — without digging through reports.
Build a list by hand for the times rules don't quite cut it. Import from a spreadsheet or pick patients one by one.
Open any group and see exactly who's in it — who joined, who left, and what they're spending. No guessing.
Every group is ready to use for texts, emails, and in-store offers. Pick a group, write your message, send.
We follow OMMA privacy rules. Patient health info stays protected, and only the right staff can open the right groups.
Start with these and you'll already be ahead of most shops in Oklahoma.
Patients who haven't walked in for two months
Bring them back with a welcome-back deal before they try the shop down the street.
Your top spenders, ranked by lifetime spend
Early access to drops, free pre-rolls, or a quiet thank-you text. Make them feel seen.
Brand-new patients in the past seven days
A follow-up the next day turns a single visit into a regular.
Patients within $50 of the next loyalty tier
A small push gets them over the line and keeps them coming back.
Book a 30-minute walkthrough. We'll show Customer Segments on real data and answer your specific compliance questions.