01Customers & 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.

02Three promises

What groups do for your shop

01

Smart targeting

The right offer reaches the right patient

02

Set and forget

Groups stay current as patients shop

03

Loyal patients

More repeat visits, less guessing

04What you can do

Build the groups that matter

01

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
02

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
03

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
04

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
05

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
06

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
05In practice

Four groups every dispensary should have

Start with these and you'll already be ahead of most shops in Oklahoma.

01

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
02

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
03

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
04

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
06Common questions

Things dispensary owners ask

Yes. Weed POS is built for OMMA-licensed Oklahoma dispensaries, so every group respects the way Oklahoma patient records work.

Yes. Every group plugs into our marketing tools — pick a group, write your message, and send. You can schedule it or send right away.

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.

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.

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.
Next step

See it in your dispensary.

Book a 30-minute walkthrough. We'll show Customer Segments on real data and answer your specific compliance questions.