Exercise - View a customer baseball card profile and create a virtual appointment

  • 1 minute

You can view a customer baseball card profile and details by searching the customer name, email address, or contact number in Store Operations Assist Mobile. Then, you can create a virtual appointment or an in-store appointment by using Store Operations Assist Mobile, provided that the store manager has previously defined the appointment types. In this exercise, you view a customer baseball card and then create a virtual appointment for that customer.

Task: View a customer baseball card profile

In this task, you assume the role of Riley and view the profile details for a customer named Ana.

  1. Select the vertical ellipsis on the upper command bar and then select Advanced Find.

    Screenshot of the vertical ellipsis selected to reveal options with focus on the Advanced Find option.

  2. Select Contacts and then select the Continue button.

    Screenshot showing Contacts selected with focus on the Continue button.

  3. Select Ana.

    Screenshot of Active Contacts showing customer Ana Bowman selected.

  4. You can view various insights and profile details of the customer. These insights help you provide product recommendations to your loyal customers.

    Screenshot of the contact card for Ana Bowman on the Insights tab showing the purchase summary, spending by category, rewards balance, and gift balance.

Task: Create a virtual appointment

In this task, you assume the role of Riley. You create a virtual appointment for your customer Ana to have a personalized dress consultation with a stylist.

  1. On the upper command bar, select the vertical ellipsis and then select New appointment (Preview).

    Screenshot of the vertical ellipsis selected to reveal options with focus on the New appointment (Preview) option.

  2. Provide the following values:

    • Title - Dress recommendations
    • Reason - Design Consultation
    • Channel - Virtual
    • Date - Provide a date
    • Team - Contoso Stores
    • Expert - Select the user from the lookup
    • Time - Any open time
    • Customer - Ana Bowman
    • Description - Dress recommendations for wedding

    Screenshot of the New appointment (Preview) form with the values filled in.

  3. Select Save.

  4. Open a new tab page in your browser, go to Microsoft Teams, and sign in with the manager’s credentials (Virtual Stylist).

  5. Select the Calendar icon on the left navigation pane.

    Screenshot of the Calendar icon selected on the left navigation pane.

  6. Go to the appointment date and review the appointment with Ana Bowman. The user can join the virtual appointment during the scheduled time.