1. Access the Clients Section
Go to the Clients section via the bottom menu or the left-hand menu bar in OneShop.
2. Initiate Client Addition
Click the + button to open the client creation form.
3. Enter Client Information
Fill in the following details:
First Name and Last Name
Email and Phone Number
Address (if applicable)
Custom Tags: Add any tags for easy categorization (e.g., “VIP” or “New Customer”).
Opt-In Status: If the client consents, select the option for Text Messaging Opt-In or allow the client to accept the opt-in directly.
4. Save the New Client Profile
Once all information is entered, click Add Client.
This adds the client to your list, enabling immediate note-taking and follow-up.
5. Sync with POS (If Applicable)
In some POS systems, adding a client in OneShop will push the profile to the POS.
For others, add the profile in the POS separately, ensuring the phone number or email matches for automatic merging in OneShop.
6. Locate the Client for Follow-Up
The new client will appear in your Client Book (on the clienteling platform) or in the Admin Client List for future reference.
This guide simplifies the process of creating new client profiles in OneShop, facilitating real-time customer engagement and follow-up.