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Find a Customer

Who is this article for?

Owners, managers, cashiers, and staff who need to locate an existing customer record.

Find a Customer

Summary

Find a customer quickly in Customer Directory, so your team can identify the right profile before service, checkout, or follow-up actions.

Before you begin

  • Make sure the customer profile already exists
  • Confirm you are searching in the correct business or workspace
  • Know which detail you are most likely to search by
  • Make sure the team follows a consistent naming approach when creating profiles

Steps

  1. Open Customer Directory.
  2. Use the search field to look for the customer.
  3. Search using the most reliable available detail.
  4. Review the matching results carefully.
  5. Open the customer profile that looks correct.
  6. Verify the profile before taking action on it.
  7. Continue with the required service or customer workflow.

Troubleshooting

  • The customer does not appear in search: Check spelling and confirm the profile exists.
  • Too many similar results appear: Use the most specific available customer detail to narrow the search.
  • The wrong customer was opened: Verify before editing or using the profile in service.
  • The team cannot find customers reliably: Tighten the customer creation standard so profiles are easier to search later.

Related articles

Tour of Customer DirectoryCreate a Customer ProfileEdit Customer DetailsUse Customer Profiles in ServiceCustomers