Get Started With Your Customer Directory
This article will provide a brief overview of the Customer Directory, giving you the basic information you need to get started on advanced features.
How It Works
Square’s Customer Directory is a contact management tool where you can store customer information, view how they interact with your business and engage with them – all in one place.
You can manually add or import customers to your directory in bulk.
Your Customer Directory has filtering options that allow you to view customer information in greater detail. Filters you can apply range from items purchased, payment frequencies, locations visited and more. You can apply filters and view specific data by navigating to the Directory tab in the Customers section of your dashboard > select Filters. Once your filters are applied, click View Customers to see the customers that fall within the criteria set by your filters.
Note: You can apply filters through both your online Square Dashboard and your Point of Sale app. However, not all filters are available through your app at this time. A more comprehensive list of customer filters are available through your online Square dashboard.
You can create customer profiles individually and in bulk using a CSV file import to your online Square Dashboard.
Customer profiles include the following sections:
Edit Customer: Allows you to add and update information for the selected profile.
Actions Menu: Click the 3-dotted icon to Add Card, Merge with another Customer, Upload File and Delete Customer.
Personal Information: Save and view a customer’s name along with other information the customer chooses to provide, including their contact information, address, birthday and additional notes).
Cards on File: Securely store a customer’s payment card information for future payments.
Activity: View the customer’s activity at your business, including purchases and Feedback sent about your business.
By default, customer contact info such as email address, physical address and phone number will be turned on for your team by default if you have assigned custom permission sets. You can give your team the ability to view and edit this information by enabling this permission with Team Management.
Instant Profiles are customer profiles that are automatically created following a transaction. If a customer’s name is collected from their payment card and a matching profile doesn’t already exist within your directory, Square will create an Instant Profile. Future purchases made with that card will update the customer’s profile with new transaction details and other activity with your business.
Instant Profiles appear in the Instant Profile group in your Customer Directory and can be filtered by using the creation source filter and selecting Instant profile (via payment).
Customer Groups at a Glance
|All Customers||This group represents all of the customers saved in your directory.|
|Smart Groups||Categories used to automatically group your customers based on their visit frequency or engagement with your business. Smart Groups are dynamic, and the list of customers within them may change over time as customers meet the criteria for the group. Two smart groups are included by default in your Customer Directory: Regulars and Lapsed customers. Using filters, you can create customised Smart Groups that meet the criteria of your choosing.|
|Regulars Group||A Smart Group that includes your most loyal, frequent customers. By default, this group is set to collect customers who’ve visited your business three times in the last six months. You can edit the settings of this group by clicking Actions > Edit Group in your directory.|
|Lapsed Group||A Smart Group that includes customers who were Regulars, but haven’t visited in the last six weeks. You can edit the settings of this group by clicking Actions > Edit Group in your directory.|
Now that you have an understanding of how profiles work, learn how to manage customer profiles in your directory.
When using Square’s Team Management service, you can assign roles and permissions to your team members so they can take action in your Customer Directory. Actions your team members can take range from creating customer profiles, merging duplicate profiles in bulk and more. You can learn how to getting started with Team Management and see which ccustom permission sets you can assign your team in our Support Centre.