For full setup and configuration details, see Clienteling.
Platform surfaces
Clienteling
The staff-facing in-store profile surface for personalised customer service.
Clienteling is the staff-facing surface for in-store customer relationship management. It gives store staff real-time access to customer profiles, transaction history, incentive balances, and preferences.
Clienteling is the staff’s view of the customer. Profile Portal is the customer’s view of themselves.