> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Profiles in Clienteling

> How in-store staff use Clienteling to look up, create, and service customer profiles.

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.

## 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

## 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.

## 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

## 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

## 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.

## 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.

## Editing profile details

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