OneShop

This is an overview on how to use the OneShop Clienteling platform

Clienteling

Learn how to invite your staff to OneShop, assign roles, and ensure customer assignments work properly for your store.

How to Invite Your Team to OneShop and Set Up Users 🚀

Learn how to quickly locate customer profiles in OneShop using the search bar, view client details, and access messaging tools.

How to Quickly Find a Client in OneShop through Search

Learn how to use the OneShop Client Filter to create targeted customer lists for outreach, campaigns, and daily client engagement.

How to Use the Client Filter to Build Customer Lists in OneShop

OneShop merges client profiles by email or phone to prevent duplicates. Contact OneShop to disable this feature if needed.

Managing Client Profile Merging in OneShop

This is the general setup of the clienteling platform

Clienteling General and Setup

Learn how administrators can pull customer lists across the entire company, assign clients to team members, and manage duplicate profiles using the CRM Clients page in OneShop.

How Admins Pull and Manage Client Lists in OneShop

Learn how to create outreach lists that appear on the OneShop homepage. These lists help your team organize daily client outreach and track which customers have been contacted

How to Create and Manage Outreach Lists on the OneShop Homepage

This is for admins in the clienteling platform

Admin Clienteling

Clienteling is at the core of high service retailers. This training teaches you how to engage customers from the first time they shop.

Building Lasting Customer Relationships with OneShop: A Step-by-Step Guide

Learn how to access, filter, and interact with the client list in OneShop's client-telling or marketing package for better client management.

Navigating the Associate Client List and Sorting in OneShop

Sending One-to-One Text Message with OneShop Number

This tutorial goes over how to send a personalized selection of products, images or videos to clients one to one.

Sending Product Recommendations to Clients One-to-One

This is for associates in the clienteling platform

Associate Clienteling

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Find answers and get help from Intercom Support and Community Experts

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