> ## 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.

# Clienteling

> The staff-facing in-store surface for personalised customer service and real-time profile access.

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, enabling personalised service at every touchpoint.

## Instant customer search

Find any customer by name, email, mobile number, loyalty card, suburb, or any other attribute, across millions of profiles. No card scan required. Clienteling also shows the 10 most recently viewed profiles for quick access to customers served earlier that day.

## Complete customer view

When a profile is opened in Clienteling, staff see:

* Profile details and contact information
* Transaction history with product-level detail
* Current incentive balances (rewards, points, tier, benefits, achievements)
* Wishlists and product lists
* Communication preferences
* Tags, statuses, and notes

## Incentive redemption

Staff can process reward and benefit redemptions directly from Clienteling, linked to a POS transaction.

## Profile updates

Staff can update profile details, add notes, apply tags, and assign or remove statuses.

## Profile merging

Staff can initiate a profile merge from Clienteling when duplicate profiles are identified.

## Clienteling Curate

**Clienteling Curate** provides configurable filter views to help staff proactively engage with their customer base during quiet periods. It is a digital version of the "little black book." Up to 7 filters can be applied to surface relevant customer segments. See [Configuring Clienteling](/experiences/clienteling/configuration) for setup.

## Access

Clienteling is typically accessed at: `https://[tenant].clienteling.getomneo.com`

See [Clienteling](/concepts/platform-surfaces/clienteling) for a conceptual overview.