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Documentation Index

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Clienteling is Omneo’s staff-facing web app for in-store customer service. It is designed for use at POS terminals, tablets, or mobile devices on the shop floor.

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What Clienteling does

  • Search for customers by name, email, phone, or card scan
  • View a customer’s profile at a glance: tier, balance, recent transactions
  • Create a new profile on the spot
  • Edit profile details (name, phone, email, comms preferences)
  • Attach a customer to a sale (POS callback)
  • Redeem rewards and benefits at checkout
  • Add notes or tags to a profile
  • View wishlists and style preferences

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Searching for a customer

The Clienteling search bar is instant and typo-tolerant. Staff can search by name, email, phone number, or scan a loyalty card barcode. If a customer is found, tap their name to open their profile. If no match is found, create a new profile from the search screen.

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Creating a profile in Clienteling

Staff with Manager or Admin roles can create profiles in Clienteling:
  1. Tap New Profile from the search screen
  2. Enter the customer’s details (at minimum: name and email or phone)
  3. Confirm comms opt-in if the customer consents
  4. Save — the profile is created instantly

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The profile view

The Clienteling profile view shows:
  • Tier badge and balance summary
  • Recent transaction history
  • Active rewards and benefits available to redeem
  • Tags and notes for staff context

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Attaching to a sale

When the customer is ready to pay, tap Attach to Sale. This fires the memberProfile_addToSale callback to the POS, linking the customer to the current transaction.

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Redeeming incentives

Tap Redeem from the profile to access the redemption flow. Staff can apply the customer’s reward balance (up to the transaction value) or select an available benefit to apply as a discount.

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Editing profile details

Tap Edit Profile to update any profile field. Note that some fields (like aggregations) are computed and cannot be edited directly.