OneShop

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.