OneShop

Searching for Clients with the Magnifying Glass

Learn how to create and save assets in OneShop for future use or team collaboration.

Creating and Saving Assets in OneShop

Learn how to view, search, and filter client lists in OneShop as an admin or associate.

Accessing and Filtering Client Lists

This guide provides a detailed overview of how to use client filters across the OneShop platform to segment and find specific client lists.

Understanding Client Filters

This guide provides an overview of navigating OneShop, including different sections and access levels for admins and associates.

How to Navigate OneShop

This guide explains how to quickly search for specific client profiles in OneShop as an admin or associate.

Searching for Client Profiles in OneShop 🕵️‍♂️

This guide explains how to check and update the version of your OneShop app.

Checking Your OneShop App Version

Learn how to access client contact details and marketing opt-in status within OneShop.

Viewing Client Contact Information and Opt-In Status in OneShop

Learn how to add a new client profile in OneShop, enabling easy note-taking and follow-up without needing a transaction.

Adding Customers to OneShop Platform

Learn how to export your customer data or a specific segment. This feature ensures you can access your client information at any time.

Exporting Your Customer Data from OneShop

This step-by-step guide will walk you through adding a new team member to the OneShop platform, including setting up their roles and access. Follow the instructions and reference the details…

How to Add Team Members

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

How to Edit Customer Profiles & Phone Numbers

How to Merge Duplicate Accounts

OneShop Import Format/Excel File

General OneShop

Login to OneShop to Submit a Ticket

Find answers and get help from Intercom Support and Community Experts

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