HomeCustomer DirectoryTour of Customer Directory
Who is this article for?
Owners, managers, cashiers, and team members responsible for customer records and guest-facing service.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Use this tour to understand where the team searches for guests, creates profiles, reviews history, and uses customer context during service.
Before you begin
- Confirm the signed-in account can view customer data
- Agree on your team’s rule for avoiding duplicate profiles
- Use a workspace that already has sample or live customer records to review
Steps
- Open Customer Directory and review the main list view.
- Search for an existing customer before creating anything new.
- Open a profile and note where core details, notes, and activity appear.
- Locate the actions for creating and editing profiles.
- Review how the customer profile connects to live service or checkout.
- Choose the next detailed article based on whether you need search, creation, or troubleshooting help.
Troubleshooting
- The list looks empty or search returns nothing: Confirm records already exist and that you are searching in the correct workspace.
- Staff is unsure when to create a new profile: Standardize a “search first” rule.
- Activity is hard to interpret: Check that you opened the correct customer and that your role can view the available history.
- Profiles feel inconsistent: Align the team on one customer-data standard.
