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Manage Customer Groups and Filters

Directory Filters

Use the default filters available in your directory to view select groups of customers. Multiple filters can be selected at once and used to create a Smart Group based on specific customer details. For example, you can select the Feedback and Last Visited filters to see which customers who have left feedback in the past haven’t returned to your business in a certain period of time.

Directory Groups

Manual Groups

Create a Manual Group to hand-select a list of customers according to your needs. Manual Groups come in handy when importing customers in bulk or quickly adding a new customer from a sale.

  1. Visit the Customers tab of your online Square Dashboard.
  2. Click All Customers > New Group.
  3. Name the new group > click Save.

Smart Groups

Smart Groups can be created by both you and your customer’s interactions with your business.

Examples of Smart Groups include:

  • Lapsed: Customers who have visited your business 3+ times, but have not returned in 6-8 weeks.
  • Regulars: Customers who have visited your business 2-3 times and have visited within the last 6-8 weeks.
  • Contactable/All: Customers who have visited your business more than once in the last 12 months.

Smart Group rules may also vary depending on your business type. You can view the rule sets for each business type below.

Business Type Regular Lapsed Contactable/All
Charities & Education 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Contractors, Repair, Leisure 2+ visits, last visit < 6 wks ago 3+ visits, last visit >=6 wks ago 1+ visits in last 12 mo
Food Related 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Health & Beauty 3+ visits, last visit < 6 wks ago 3+ visits, last visit >= 6 wks ago 1+ visits in last 12 mo
Health Services 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Individuals 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Retail 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Services 3+ visits, last visit < 8 wks ago 3+ visits, last visit >= 8 wks ago 1+ visits in last 12 mo
Transportation 2+ visits, last visit < 6 wks ago 3+ visits, last visit >= 6 wks ago 1+ visits in last 12 mo

Note: To edit the rules for Lapsed and Regulars, select the group in your directory > click Edit Group > make edits > Save.

  • Custom Smart Group: Groups created using filters in the directory. More information below.

Sort Your Directory Using Groups and Filters

Manage and filter your customers to organise and group them to track customer types.

  1. Click Filter and choose the filter you would like to add.
  2. Click the filter you’ve chosen to view conditions associated with that filter, if applicable.
  3. Choose an option to configure your filter.
  4. Select any additional filters.
  5. Tap Save Filters to save as a Smart Group.