1. Enter the Phone Number on the Tablet
The customer begins by typing their phone number on the tablet’s number pad.
This is the primary method for checking in.
2. New Customer? Create a Profile
If the customer is new, they will be prompted to create a profile.
This profile is synced directly with your POS (Shopify, Heartland, or Lightspeed).
3. Fill Out Profile Details
The form will include fields configured with your OneShop team. These may include:
Phone Number (always recommended)
Email
Birthday
Anniversary
First Name
Last Name
Fields can be marked as required, optional, or hidden—depending on your preferences.
4. Complete the Profile and Continue
After entering the necessary details, the customer taps “Continue”.
This directs them to their Loyalty Page, showing current point balance and reward progress.
5. Check Connection Status
On the customer-facing screen, observe the “Finish” button:
If it’s grayed out, the terminal isn’t connected.
On integrated POS systems: ensure a ticket is open.
On non-integrated systems: ensure Cashier View is active on the staff-facing side.
Once connected, the customer can tap “Finish” to exit the check-in flow, or it will time out and reset to the start.
6. Returning Customers Skip Profile Creation
Existing customers will bypass the profile form and go directly to the loyalty summary screen.