1. Complete the Sale
After providing exceptional service on the sales floor, finish the transaction at the Point of Sale (POS).
2. Access Recent Sales in OneShop
Open OneShop, where you’ll find Recent Sales at the top of the page.
Select the client’s profile from the list to open their details (e.g., Cedric’s profile).
3. Add a Note to the Client Profile
In the client’s profile, click the + button in the bottom right corner to add a new note.
Scroll to the bottom of the page and begin recording details:
Lifestyle Preferences: Why they’re shopping, their style preferences, brands, or items they liked.
Personal Information: Any relevant details (e.g., Cedric’s wife enjoys the women’s selection; their dog’s name is Fido).
4. Attach a Photo (Optional)
Take or upload a photo to the profile if needed (e.g., items tried on but not purchased, or items not in stock).
This can help with future recommendations and personalized service.
5. Save the Note
Click Save to store the note on the client’s profile.
These notes will be available in the Feed section for easy access during future interactions.
By regularly updating client profiles with detailed notes, you enhance future engagement, enabling personalized communication that fosters long-term customer loyalty in OneShop.