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Home>Customer Management

Manage Your Customer Directory Online

Customer Filters

Your Customer Directory stores customer information and provides ways to view how customers interact with your business. By applying filters, you can view in-depth information about your customers, such as the business locations they visit, payment amounts, items purchased and more. To apply filters:

  1. Log in to your online Square Dashboard > Customers.

  2. Click on the Directory tab > select Filters.

  3. Apply filters for the customer data that you wish to view.

  4. Click View Customers to view the customer data.

  5. Once you have a new list of customers, click Save as group and create a Group Name to save the filters as a Smart Group.

  6. If you use Square Marketing, you can send email or text message campaigns to that group of customers.

If you are using Square Marketing, you can leverage customer contact information in your directory to create email marketing campaigns and apply filters to view your Marketing Subscribers. Learn more about creating a Square Marketing campaign in our Support Centre.

Note: You can apply filters through both your online Square Dashboard and your Square 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.

Customer QR Codes

You can increase your line speeds and reduce cashier mistakes by adding a customer to a sale with a QR code. All you need are the items listed below:

  • Customer reference ID in Directory.

  • A supported barcode scanner that can scan QR codes on screens (e.g. Honeywell Xenon 1900). Note: Test your scanner for on-screen scanning first.

  • Square POS on iOS tablet or Android tablet.

Note: This feature is not available on Square for Restaurants, Square for Retail or Square Appointments at this time.

Learn more about identifying customers at your counter with QR codes.

Learn more about: Customer Engagement

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