How it works

From demo to live in 5-8 weeks, typically.

From signed lease to grand-opening day. Whether you’re switching from another POS or opening your first store, every step is named, every duration is honest, and every workload is split.

Pick your path

Switching from another POS

Whatever register you run today

Opening a new dispensary

First POS · pre-grand-opening setup

Active

New dispensary timeline

Step 01 / 06

Self-serve

Your own demo workspace

We check your license against the state registry, then email a one-click login to a CannAgent shop seeded with sample inventory. Walk a working day on your own: same registers, same back office, same compliance gates a five-year shop runs.

What you do

Walk the workspace. Bring your store layout, opening-week schedule, and rough vendor list to the call.

What we do

Verify your license, send the login, quote your setup on the call, and send a written summary the same day.

What happens in this step +
  • Live register transaction with vertical-ID gate
  • Inventory + receiving + waste form with a named witness
  • Manager write-up flow drafted from the same login
  • Customer engagement: phone-as-loyalty-key, tier-on-visit logic
  • A 30-minute call at the end, with a fixed-scope plan — setup is free, with a first-year licensing quote

Step 02 / 06

1 week

Discovery

We map your store layout, vendor relationships, opening date, and target staff count. The output is a Setup Doc that names every category, register, zone, and workflow before we provision a row.

What you do

Walk us through the store (in person or video). Share your vendor list + target opening date.

What we do

Map every zone. Document every workflow. Surface every state-specific rule before you turn the lights on.

What happens in this step +
  • Store layout: register count, customer-display placement, zones
  • Vendor + brand-rep contact list
  • Opening date + soft-launch window
  • Target staff count + role mix (budtender / lead / inventory / GM)
  • State overlay: WSLCB / OLCC / DCC / etc. — rules baked in to setup

Step 03 / 06

2-3 weeks

Setup

We provision your store, configure for your state’s rules, set up vendors and product master, install register hardware, and stand up the customer-engagement + loyalty system.

What you do

Coordinate hardware delivery to the store. Confirm vendor terms. Hire your first three.

What we do

Provision, configure, install, and test. Hand you a working system 1-2 weeks before doors open.

What happens in this step +
  • Per-store Neon Postgres provisioned
  • State overlay configured (WSLCB / OLCC / DCC / etc.)
  • Vendor + product master loaded from your Discovery doc
  • Register hardware installed + tested in your store
  • Customer-display, printer, scanner, kiosk set up + smoke-tested

Step 04 / 06

1 week before opening

Soft launch + training

Your team practices the POS on real-but-sample inventory. Manager runs through the in-app training tracks. We drill three opening-day scenarios so nobody’s thinking through it for the first time on day one.

What you do

Run your team through the training tracks. Drill the opening-day scenarios. Final-walkthrough the store.

What we do

Lead the drills. Sit with your manager through their training sign-off. Be on-floor for the soft launch.

What happens in this step +
  • Staff training: 50+ modules across 8 role tracks
  • Three opening-day drills: a busy hour, a vertical-ID flag, a void
  • Manager runs training sign-off
  • Real inventory loaded — final receive against opening POs
  • Final hardware + integration smoke test

Step 05 / 06

Opening day

Grand opening

You open. Our team standing by remotely for opening day — phone, Slack, screen-share within the hour. Same-day check-in calls for the first 5 business days. The register, customer display, and back office are all green from minute one.

What you do

Open the doors. Run your team. Tell us what surfaces.

What we do

Stay on the line all opening day. Stay close for the first week. Fix what shows up — usually within the same shift.

What happens in this step +
  • Doors open on a fully-tested system
  • Our team standing by remotely — phone + Slack within the hour
  • Daily standup call (15 min) for first 5 business days
  • Same-day fixes for any surprises
  • Audit log + variance reports reviewed daily for first week

Step 06 / 06

30 days

First-month support

Daily check-ins for week one, weekly for weeks two through four. By week five your manager owns it; we’re on call as needed.

What you do

Show up to the calls. Push your team into the in-app help. Tell us when something’s off.

What we do

Stay close until you don’t need us. Fix what surfaces. Be the operator-built tool you signed up for.

What happens in this step +
  • Week 1: daily check-in calls + screen-share sessions as needed
  • Weeks 2-4: weekly review of audit log + variance + cash discipline
  • Manager owns the in-app help by end of month one
  • Compliance review against your state’s rule family

Common questions

Specific to opening a new shop. The full FAQ is at /faq.

How early do we need to engage you before opening?

5-8 weeks of lead time is the sweet spot. Faster is possible but compresses the soft-launch + training week, which is where most opening-day mistakes get caught. If your opening is sooner, we’ll tell you what we can guarantee in the time we have.

Do you handle the WSLCB application?

No — that’s your attorney’s lane. We come in once the license is granted (or close to it). What we do handle: configuring the platform to your state’s rules from day one so opening-day compliance is a workflow, not a sticky note.

Who owns our data?

You do. Per-location Postgres, exportable any time in standard SQL. No hidden fees on data export, no migration penalty if you ever leave.

Who’s on the other end if something breaks?

A named person on our team. Not a ticket queue. Same-day for register-down, 24h for everything else. Your manager will have a phone number, not just an email address.

Verify our story

Every claim above is checkable on a public surface. Don’t take our word for it.

Live status

5-min probes

Per-target uptime visible.

Trust posture

Sub-processors, retention

Named vendors, data ownership, security status.

See it in 30 minutes.

End the call with a fixed-scope quote and a cutover date that fits your store, not ours.

Request a demo →See the full feature set