Get Started with Selio Customer Directory #

Selio’s free Customer Directory is a contact management tool where you can store customer information, view how they interact with your business, and engage with them.

There are several ways you can add a customer profile to your Customer Directory:

• When sales are made in person through Point of Sale, Selio Online, or Selio Invoices.
• They’re also automatically added when booking services with you via Selio Appointments and are participating in your Selio Loyalty program.
• You’re also able to manually add or import customers to your directory in bulk.
• If a customer pays with cash, check or another form of tender that isn’t a payment card, you can still associate their payment with a new or existing customer profile.

Directory #

Your Customer Directory allows you to create, import, or export your customer list from your online Selio Dashboard. Selio helps your directory grow by creating Instant Profiles from card sales that contain a customer’s basic information. You can then add information customers choose to share with you, for example, their email address or phone number, to enhance these profiles on your own.

Note: Within the customer list in your Selio App, you can view customers’ email and phone numbers, without the need to view their profiles.

Customer profiles include the following sections:

Within each customer profile, you will find cards, or sections, that contain related information. For example, you may have a section in a customer’s profile for Loyalty, which would contain information related to that customer’s participation in your loyalty program. Or maybe a customer has several coupons, and those will now be organized under a coupon card.

Learn how to manage your customer directory online.

Customer Directory Filters #

Your Customer Directory has filtering options that allow you to view customer information in greater detail. Filters you can apply range from items purchased, sales channel, payment frequencies, locations visited, and more. To apply filters and view specific data:

1. Go to Customers > Directory tab on your online Selio Dashboard.
2. Select Filters.
3. Once your filters are applied, click View Customers to see the customers that fall within the criteria set by your filters.
4. Once you have a new list of customers, click Save as group and create a Group Name to save the filters as a Smart Group.
5. If you use Selio Marketing, you can send email or text message campaigns to that group of customers.

Note: You can apply filters through both your online Selio Manager and your Point of Sale app. However, not all filters are available through your app at this time. A more comprehensive list of customer filters is available through your online Selio Manager.

Directory Groups #

You can easily save sets of customers as Groups to keep track of them.

Manual Groups #

Create a Manual Group to hand-select a list of customers according to your needs. Manual Groups come in handy when importing customers in bulk or quickly adding a new customer from a sale. Manual Groups will only change if you add or subtract customers, unlike Smart Groups.

To create a Manual Group:

1. Visit the Customers tab of your online Selio Manager.
2. Click Create Group.
3. Select Manual Group > Next.
4. Manually select customers and click Next.
5. Name your group then click the Create Group button.

Smart Groups #

Smart Groups continuously update on their own based on your customer’s activities and the filters you put in place. Smart Groups can be created by both you and your customer’s interactions with your business. You can create a custom Smart Group or use a suggested template to make a Smart Group.

To create a Custom Smart Group:

1. Log on to your online Selio Manager > Customers.
2. Click on the Directory tab and select Create Group.
3. Select Smart Group > Next.
4. Select Custom Smart Group > Next.
5. Choose the first filter to apply to the Smart Group then click Next.
6. Add additional filter details if needed and click Next.
7. Name your group then click the Create Group button.
8. Using Selio Email Marketing, you can Send email or text message campaigns to that group of customers. You can also access groups you create in Directory when creating a campaign via Selio Marketing.

To create a Smart Group using a suggested template:

1. Log on to your online Selio Manager > Customers.
2. Click on the Directory tab and select Create Group.
3. Select Smart Group > Next.
4. Select a suggested template > Next.
5. Edit the filters, remove the filters, add new filter details or filters, then click Next.
6. Edit the name of your group if needed then click the Create Group button.