Dispensary: Customer Coordinator Onboarding DIY Guide


The Customer Coordinator Onboarding is everything you need to onboard a new customer coordinator and to provide them with an overview of their position.  When used for applications, this is best used in the hiring and training plan, either in its entirety, or pieces of it.

Use Cases

Operators can use this as a working operational document which gets updated periodically as policies and procedures change.

License applicants can use this plan in its entirety in applications when the application requires a section or exhibit solely addressing staffing and training.  


Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to staffing, training and onboarding. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

  • Hiring
  • Training
  • Staff
  • Benefits
  • Employee

Replace All

Search for each of the bolded terms in the Onboarding sheet, including the brackets. Do a "replace all" and insert the pertinent information needed to replace the term.  The description underneath each bolded term below tells you what information should replace the bolded term. For instance, you would use the search feature in your document editing software to look for [Company *1] and then using the replace all feature, replace [Company *1] with your company name.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state in which your business operates

[City *1]

Replace with the name of the city in which your business operates

[Required Age *1]

Replace with the required age of medical marijuana patients

[Required Age *2]

Replace with the required age of adult use marijuana customers.  DELETE this if your state does not allow adult use marijuana.

[State Regulation *1]

Replace with the name of your state's primary marijuana regulation

[Medical Purchase Limit *1]

Replace with the product purchase limit(s) for medical marijuana patients

Suggested Customizations

We suggest that you read through the sheet and make any additional edits or additions that you see fit. Here are some suggestions to get you started. Search for the following items within the onboarding (they're in green lettering) and make the suggested changes.

If your state does not yet have adult use/recreational marijuana, delete this

  • verification of adult use customer identification,

Search for these role titles.  Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.

  • Dispensary Manager
  • Product Consultants  
  • General Manager

Delete this if your state allows home growing.  Keep it if your state does not allow home growing.

  • Non-Grow Agreement

Delete this if your state does not have a state level tracking system.

  • Activate in State Tracking System

Delete this if employees won't be on the about us page of the company website

  • "About Us” Section on the Website
  • Add picture and bio to website

Delete these if your state does not have adult use marijuana

  • and at least [Required Age *2] for adult use customers.
  • An adult upon age verification (Retail Customer)
  • Adults 21 and older, and
  • [Adult Use Limit *1]

Check the definition section of your state regulation and insert the definition of dispensary (or the equivalent term) here.

  • A dispensary is a business that acquires, possesses, delivers, transfers, transports, supplies, sells or dispenses marijuana or related supplies and educational materials

Your state may have a specific number of years that records must be kept. If the required number of years if greater than 5 years, insert that number here.

  • five (5) years,


When you save the document, if using it for an application, make sure to title the document in the specific way that the application requires. If not using for an application, keep the document title as is, or change it to whatever you desire.