Square Customer Directory

Contact management software that keeps you organized.

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All contacts, one location

You’re already using Square to run your business—now you can manage and track vital customer information in the same place.

Syncs with your business

Put your customer information to work. Use your Customer Directory to send invoices; or save a customer’s payment card information for faster checkout.

Understand your customers

Sort and search customers and see their spending habits with powerful contact management software.

Make notes for next time

Never forget valuable customer preferences—simply add notes to a customer’s profile for future reference.

Features

Add to your customer list—right at the point of sale.

Square Customer Directory is a better way to store vital business information. Upload your existing customer list or manually add a customer’s details right at the point of sale. Access your information anytime, anywhere via the Square Point of Sale app or in your Square Dashboard.

Import your existing customer lists

No need for hours of cutting and pasting. Square’s client management software uploads a CSV of your customers straight into the Directory. Add any additional information and edit, group and manage customers directly from your Dashboard.

Say goodbye to pen-and-paper lists.

Keep all your valuable customer information safely online with Square Customer Directory and access it anywhere, anytime. Plus, Customer Directory integrates with Invoices to make getting paid a little easier.

Take note of valuable customer information.

Every customer profile lets you add notes about a customer’s individual preferences—so you can provide more personalized service in the future.

See customer visits and sales.

View your customers’ purchase history to better understand what they’re buying and when they’re visiting.

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