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
Customers & CRM
Reach the right patients at the right time
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.
Saved segments
Live- VIPsspent $500+ last 30 days47 patients
- First-timerssingle visit312 patients
- Win-backno visit in 60+ days89 patients
What groups do for your shop
Smart targeting
The right offer reaches the right patient
Set and forget
Groups stay current as patients shop
Loyal patients
More repeat visits, less guessing
Build the groups that matter
Group by visit pattern
Find first-time patients, regulars, and folks who haven't been in lately, without digging through reports.
- First visit, repeat visit, or no visit in X days
- Day-of-week and time-of-day patterns
- Great for win-back offers
Manual lists
Build a list by hand for the times rules don't quite cut it. Import from a spreadsheet or pick patients one by one.
- Drop in a CSV and you're done
- Add or remove patients any time
- Works alongside automatic groups
See who's in each group
Open any group and see exactly who's in it: who joined, who left, and what they're spending. No guessing.
- Live patient list with totals
- See joins and drop-offs over time
- Export to a list whenever you want
Plug into marketing
Every group is ready to use for texts, emails, and in-store offers. Pick a group, write your message, send.
- One click from group to campaign
- Reuse groups across channels
- Schedule sends or fire them off now
Patient-aware
We follow OMMA privacy rules. Patient health info stays protected, and only the right staff can open the right groups.
- Role-based access for sensitive lists
- No protected health info in marketing tools
- Every action is recorded for you
Four groups every dispensary should have
Start with these and you'll already be ahead of most shops in Oklahoma.
Re-engage 60-day inactives
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.
89patients in this group today
VIPs over $500/month
Your top spenders, ranked by lifetime spend
Early access to drops, free pre-rolls, or a quiet thank-you text. Make them feel seen.
47patients in this group today
First-time patients
Brand-new patients in the past seven days
A follow-up the next day turns a single visit into a regular.
312patients in this group today
Low-tier upgraders
Patients within $50 of the next loyalty tier
A small push gets them over the line and keeps them coming back.
64patients in this group today
Things dispensary owners ask
Is this for medical patients only?
Yes. Weed POS is built for OMMA-licensed Oklahoma dispensaries, so every group respects the way Oklahoma patient records work.
Can I send texts and emails from segments?
Yes. Every group plugs into our marketing tools. Pick a group, write your message, and send. You can schedule it or send right away.
How often are segments updated?
Automatically as patients shop. The moment a patient checks out, their groups are updated, so VIPs, first-timers, and win-back lists are always current.
Can my staff create their own segments?
Yes. You can let any staff member create groups, or set it up so a manager has to approve before the group goes live. It's your call.
What about patient privacy?
We follow OMMA privacy rules. Protected health info is never shared with marketing tools, and only the right staff can open sensitive lists. Every action is recorded for your records.