🔎 1. Use the Client Search Bar
When you're on the sales floor or working with a customer, the fastest way to locate a client is using the search bar.
Navigate to the top-right corner of the OneShop platform.
Click the search bar.
Type the customer’s name.
💡 The easiest method is usually searching by last name.
🧑💼 2. Understand Client Assignment Indicators
When search results appear, you may notice dots next to some client names.
These indicate clients assigned to you as an associate.
Dot present → Client belongs to your client book.
No dot → Client is assigned to someone else or unassigned.
👤 3. Open the Client Profile
To view customer details:
Click the client’s name from the search results.
This opens the client profile, where you can see:
Customer information
Purchase history
Messaging options
📄 4. View Additional Client Information
If you need more details:
Click the three-dot menu on the profile.
This reveals additional information such as:
Email address
Phone number
Other stored client data
💬 5. Engage the Customer
From the client profile you can:
Send messages
Review purchase history
Access customer information for better service
This makes it easy to quickly reconnect with customers while working in-store.