1. Setting Up the Customer Check-In
Ensure you have a OneShop customer-facing tablet available.
Customers can check in anytime, anywhere, even before a transaction starts.
2. Creating or Attaching a Customer Profile
If the customer already exists in Heartland, they will be attached when a new ticket is opened.
If they don’t exist, they will be prompted to create a profile with:
Name
Email
Phone (or other required details)
The customer profile is automatically created in Heartland after submission.
3. Viewing Customer Check-In on a Ticket
To capture the customer in Heartland, you must add an item to the ticket—this creates a ticket number.
Once an item is added, a customer bar appears at the bottom, showing:
Customer name
Points balance
The customer will update on the ticket as additional items are added or when you proceed to payment.
4. Redeeming Rewards
If rewards are available, tap Claim Rewards to access the OneShop profile.
Tap Redeem to apply rewards directly in Heartland as either:
Coupon – Discount applied across items
Payment Type – Discount deducted from the total amount
5. Customizing Reward Redemption Settings
The coupon or payment type option is set up with the OneShop team.
Contact your OneShop representative to customize how discounts are applied in Heartland.
Recap & Next Steps
With the OneShop customer-facing tablet, customers can check in, create profiles, and redeem rewards seamlessly in Heartland Retail.