# Tour of Customer Directory

Canonical: https://selio.io/en/support-center/tour-of-customer-directory
Language: en
Category: Customer Directory
Reviewed by: Selio Support Team
Last updated: 2026-05-13
Summary: Explore Customer Directory in Selio and learn where to find customer profiles, search records, and review customer information.
Topics: #customer-profiles

## 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
1. Open Customer Directory and review the main list view.
2. Search for an existing customer before creating anything new.
3. Open a profile and note where core details, notes, and activity appear.
4. Locate the actions for creating and editing profiles.
5. Review how the customer profile connects to live service or checkout.
6. 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.

## Related context

- [Find a Customer](https://selio.io/en/support-center/find-a-customer)
- [Create a Customer Profile](https://selio.io/en/support-center/create-a-customer-profile)
- [Edit Customer Details](https://selio.io/en/support-center/edit-customer-details)
- [View Customer Activity](https://selio.io/en/support-center/view-customer-activity)
- [Customers](https://selio.io/en/support-center/customers)