Step 1: Business Profile
The first step captures your core business information.
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Required Fields
Business Name
- The public-facing name customers see on receipts and your online menu.
- This cannot be changed frequently without confusing customers.
Legal Business Name
- The registered legal entity name used for compliance and tax documents.
- Must match your state license exactly.
License Number
- Your state-issued cannabis license number.
- Used for METRC/BioTrack/Leaf Data reporting.
- Enter without spaces or dashes.
License Expiration
- The expiration date of your current license.
- The system sends renewal reminders 60 and 30 days before expiration.
Business Address
- Full street address including city, state, and ZIP code.
- Used for tax calculations and delivery zone setup.
- Must match the address on your state license.
Contact Information
- Primary phone number for the dispensary.
- Primary email address for notifications.
- Website URL (if you have one).
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Optional Fields
- Store logo (displayed on receipts, online menu, and customer communications)
- Business hours for each day of the week
- Social media handles
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After Saving
Once you save your business profile, you proceed to Step 2: Tax & Compliance. You can always return to this step later to update your information via Settings → Store.