Viewing Customer Information
Information to help you and your customers recall transactions is available from the Transactions tab of your online Square Dashboard. This includes details about your sales – the name of the cardholder associated with a purchase, card brand, and the last four digits of the card. This information also creates a customer profile in your Customer Directory.
Viewing Information in Your Customer Directory
Through your Customer Directory you can also apply filters to customer information that is stored on your Square account. Filters can provide more detail about your customers and how they interact with your business, such as viewing customers’ payment details, the items they purchased, and the business locations they visit. You are also able to set a time frame for the specific data you wish to view.
To view and apply filters:
Go to Customers from your online Square Dashboard.
Click Directory > Filters.
Apply filters for the customer details that you wish to view.
Click View Customers.
Important to note:
You can apply filters through both your online Square Dashboard and Square POS app. However, not all filters are available through your app at this time and more comprehensive filters are available through your Dashboard.
Customer information in your directory may also be hidden if the customer is subscribed via Square Marketing.
If using custom permission sets for your team, customer contact information will be viewable for your team members with assigned permissions. This information is not viewable to team members with permissions by default. You can give your team the ability to view and/or edit this information by enabling this permission with Team Management.
Allow Team Members to Access Customer Information
When using Square’s Employee Permissions for your team, you can select which staff members can view and edit customers’ personal data such as email addresses, physical addresses, and phone numbers.
Choose the permission set you want to edit.
Click Edit Permissions.
Select Customers from the permissions list and toggle on the permission.
Adjust the access points, customer data, and customer profile resource options as needed.
If a team member does not have access to customer information, the restricted data will not show when the team member opens the customer’s information.
Viewing Customer Information During a Sale
In Square Point of Sale, you can add customer information to a sale to gather insights and learn more about your customers, helping you provide efficient, personalised experiences. Learn more about adding your customer to a sale.