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Create a Client From the Square Appointments App

You can create a client profile directly from the Square Appointments app. When you create a new client, you’ll have the option to enter their contact information, a custom note to help you and your staff remember their preferences, as well as their address.

Create Client Profile

To get started:

  1. Open the Appointments app > tap Clients.

  2. Select the + symbol and enter your client’s information on the details page.

  3. Tap Save.

Edit Client Profile

To update or edit your client’s profile from the app:

  1. From the Appointments app > tap Clients.

  2. Search the client’s name or scroll through your directory. Tap on their name to view the client details page.

  3. Edit your client’s information.

  4. Tap Save.

Read more about how to create and manage clients.