This feature is in BETA.
Access Requirements
The extension only works for Dutchie POS and Treez POS.
To use the extension, staff must:
Log in using their standard staff credentials
Be viewing a supported page
If the extension is opened on an unsupported page, it will display: “No actions available.”
Supported Pages / URLs
Dutchie:
{instance}.pos.dutchie.com/customers— POS customers search page{instance}.pos.dutchie.com/edit-customer?id=XYZ— edit customer{instance}.pos.dutchie.com/cart?guest=XYZ&order=XYZ— cart with guest{instance}.backoffice.dutchie.com/customers/customers— backoffice list page{instance}.backoffice.dutchie.com/customers/customers/XYZ— backoffice detail page
Treez:
{instance}.treez.io/portalDispensary/portal/Patients
Note: "{instance}" at the beginning of above links is to fill in the variable of a User's POS URL. {instance} can be filled with your subdomain prior to '.pos' and be supported by the Loyalty Browser Extension
Extension Settings
Click on your avatar in the upper right to access your settings.
Overlat Settings
Customer View: Overlays the AIQ extension on the bottom of the screen
Split View: View AIQ loyalty customer data in a split view with your POS. You can drag this to any size.
Remember position: Save the position and size that you've selected
Viewing Customer Loyalty Profiles
When viewing a customer in your POS, the extension will automatically look up their loyalty persona.
If a match is found, the extension displays the customer’s loyalty information, including:
Loyalty points balance
Order history
Channel opt-in status (SMS, Email, etc.)
Other persona data
This allows staff to quickly confirm a customer's loyalty status without leaving the POS.
Multiple Customer Matches
If the extension finds multiple possible customer matches, a selection screen will appear with the matches.
Staff can:
Review the matching personas
Select the correct customer profile
Once selected, the full loyalty profile will load.
Signing Up Customers for Loyalty
If a customer is not yet enrolled in loyalty, staff can enroll them directly from the extension.
When signing up a customer:
The retailer’s configured signup form will appear
Staff can complete the form with the customer
The new loyalty profile will be created immediately
This allows easy enrollment during checkout or while assisting a customer.
Sync or Export Discounts
Users with Marketing or Owner roles have access to additional sync + export functionality.
How to Sync Discounts
Open the AIQ browser extension
Click Sync or Export Discounts
Click Sync with AIQ
You will see a list of your discounts. Select the ones you want to sync - or select all.
Note: Due to POS rate limiting, this may take a up to a few minutes to load the selected discounts.
Click Sync Selected
This will open a model with several options (you can select none or as many options as you want):
Allow duplicate POS ID: Create the discount even if another discount already exists with the same POS ID. Use this if you intentionally want multiple discounts tied to the same POS record.
Allow re-sync (update existing): Update discounts that were previously synced instead of skipping them. Keeps the current draft/published status unchanged.
Dry run: Preview what will happen without making any changes.
Runs all checks and shows which discounts would be created, updated, or skipped.
Click confirm and sync
How to Export Discounts
Export all loyalty discounts to a CSV file.
Open the AIQ browser extension
Click Sync or Export Discounts
Click Download CSV
This export can be used for:
Reporting
Auditing discount configurations
Sharing with marketing teams
Sync or Export Personas
Users with Marketing or Owner roles have access to additional sync + export functionality.
Export Personas
This feature is not available for Treez POS.
Export all customer personas to a CSV file.
This export includes loyalty customer data that can be used for:
Data analysis
External reporting
Record keeping



