Who is this article for?
Owners and managers who need to identify the correct customer profile before editing details, attaching a customer to service, or continuing checkout.
Reviewed by: Selio Support Team
Last updated: May 15, 2026
Summary
Find an existing customer profile from Manager, Restaurant App, Customer Directory, or the checkout customer flow by searching for the customer name, phone number, or email address.
Before you begin
- Confirm your account can access customers for the relevant location
- Use the most reliable identifier available: name, phone, or email
- Check similar results carefully before opening a profile
- Create a new customer from search only when your role has permission
Steps
- Open Customer Directory, or use the customer search action during checkout.
- Enter the customer name, phone number, or email address.
- Review the list or autocomplete results.
- Compare visible result details: name, phone, and email.
- Open the profile that matches the customer.
- Verify the profile before editing, attaching, or using it in checkout.
Troubleshooting
- No matching profile appears: Selio shows "No customers found"; confirm the detail you searched for and try another known identifier.
- Search cannot complete: If Selio shows "Search failed" or "No connection", check connectivity before retrying.
- Multiple profiles look similar: Compare name, phone, and email before choosing a result.
- A duplicate profile appears: Duplicates can exist if a new customer was created from search even though a matching profile already existed.
- A new customer is needed: Use the create action from search only if your account has permission to create customers.
