The Clienteling feature allows you to use the information within The Edge to build relationships with customers beyond your retail transactions. You can view customer history, special anniversaries and dates, and other relevant information to reach out to customers to offer services, promotions, and remind them of events specific to their personal details or past purchasing habits. Clienteling is knowing to whom to speak about various events and when.

Triggers to initiate a clienteling session include:

  • Birthdays
  • Anniversaries
  • Big Purchase – 180 days
  • Big Purchase – 11 months
  • Bridal-30 days
  • Bridal-60 days
  • Bridal-90 days
  • Additional bridals


The Edge has a form from which clientelers can work. Presets will be used to produce the appropriate form each week. The form will contain:

  • Contact Information (Name/Address/telephone #/cell #/email address for both partners)
  • Conversational Information (occupations, activities, kids and their activities, pets, etc.)
  • Purchase History (preferably with images)
  • Items on Wish List (with images also when available)
The form will have room for notes as these will be used off-line when phoning customers. All data will be presented even if the field is blank. The clienteler’s job changes with the presence or absence of data (i.e., when there is no purchase history or wish items for a bridal customer, the clienteler must get the bride to come into the store. When the bride is in the store, the clienteler might encourage them to select a couple of items to go on their wish list for when the anniversary rolls around). If there is a purchase history or wish list items, the clienteler might go after the significant other to plant ideas.


To find customers to target for clienteling activities:

  1. Select Customer > Clienteling. You will find a filtering dialog that allows you to filter on two levels.
    • The Customer drop-down returns the customer find filter. Use it to select target customers for the clienteling campaign.
    • The Purchase History drop-down offers a filter that looks like item find. Use it to identify meaningful items that will appear for discussion purposes on the clienteling form. For example, you might only be interested in purchased items over $100.
Although the Purchase History filter and the Merchandise tab of the customer find filter each look like item find, the Merchandise tab of the customer find filter is used strictly to select customers (e.g., customers who bought an engagement ring within a certain date range), while the Purchase History filter is used strictly to determine which items are shown on the clienteling forms for those selected customers.
  1. Using these filters, create the list of customers you wish to target and list of items to show on the form. Please note that for clienteling, some values are pre-populated based on typical client-building parameters.
  2. When the list is returned, it will contain options at the bottom of the window:

    • Edit: Allows you to edit the client record.
    • Group/Mailing List: Allows you to assign clients to a group or mailing list.
    • Print Client Files: Allows you to print a profile of these clients.
  3. To see the profiles, select Print Client Profiles. It might take some to generate the profiles.


Can’t get enough of our Clienteling feature? Click the button below to launch our site and log-in for more details, including a picture of what a client profile might look like. Then stick around to explore the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.