Add your customer to a sale with the Square Retail POS app

About customer profiles

Creating customers allows you to track transactions with a customer and record notes, as well as include customers in email marketing campaigns.

Before you begin

Managing customer profiles and assigning a customer to a sale is included with Square for Retail. Email marketing and Square Loyalty are add-ons to your account with separate subscriptions.

Create a customer profile

During a sale

To create a customer profile during a sale on the Square Retail POS app:

1. Add items to checkout, then tap Check out.

2. Tap Add customer, then tap (+) to enter new customer information:

   1. Manually enter the customer details.

   2. Tap the import icon to manually import information from your device's contact list.

   3. If you're using Square Register, have the customer enter their information using the customer display.

3. Enter any additional information, then tap Save.

From Customer Directory

To create or manage customers from your Customer Directory on the Square Retail POS app:

1. Tap ≡ More > Customers.

2. Tap (•••) > Create New Customer.

3. Enter the customer's information, then tap Save.

Add customer to a sale

When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. To add a customer to a sale:

1. From the Checkout screen, tap the search bar or tap the Customers quick tile to enter a name.

2. Locate the customer, then tap Add.

3. Tap View cart to continue the checkout flow.

Remove customer from the cart

1. Tap the name of the customer you wish to remove.

2. Select Remove.

Related articles

• Get started with Customer Engagement

• Get started with Square Loyalty Promotions

• Get started with Square Email Marketing