Square Customer Directory
Contact management software that keeps you organized.Get started
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 Square products
Put your customer information to work. Use your Customer Directory to send email, make appointments, or send invoices.
Understand your customers
Sort and search customers and see their spending habits with powerful contact management software.
Square helps you build your Directory by automatically adding key customer information.
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.
Save time with Instant Profiles.
Say goodbye to customer lists on spreadsheets—key information is automatically added to your Directory after each purchase. Plus, customer profiles integrate with Invoices and Appointments to make business a little easier.
Save cards on file
Store payment details for your regulars. Charge them at a tap of a button to save time at checkout, or charge them remotely.
Send the right message to the right people.
Your customers are automatically sorted into categories like loyal, casual, or lapsed with our contact management software. Smarter groups mean more personalized email, which can mean more return customers.
See customer visits and sales.
View your customers’ purchase history to better understand what your customers are buying and when they’re visiting—so you can provide more personalized service.
Nearly 50 percent of customers who received email from Grand Coffee came back to the shop for another purchase.
We celebrated New Year’s by sending our top customers a thank-you note and discount. We’re sending another promotion soon thanking our community for five years of business. The directory makes keeping in touch with customers easy.Nabeel, owner of Grand Coffee