This article will provide a brief overview of the Customer Directory, giving you the basic information you need to get started on advanced features.
How It Works
Square’s Customer Directory is a contact management tool where you can store customer information, view how they interact with your business and engage with them – all in one place.
Customers are added to your directory when sales are made in person or using Square Invoices. You’re also able to manually add or import customers to your directory in bulk.
If a customer pays with cash, cheque or another form of tender that isn’t a credit card, you can still associate their payment with a new or existing customer profile.
Square helps your directory grow by creating Instant Profiles from card sales that contain a customer’s basic information. You can then add information customers share with you to enhance these profiles on your own.
Instant Profiles are customer profiles that are automatically created following a transaction. If a customer’s name is collected from their payment card and a matching profile doesn’t already exist within your directory, Square will create an Instant Profile. Future purchases made with that card will update the customer’s profile with new transaction details and other activity with your business.
Instant Profiles appear in the Added by Square group in your Directory.
You can create customer profiles individually and in bulk using a CSV import to your online Square Dashboard.
Customer profiles include the following sections:
- Send Message: Allows you to send the customer an email using Direct Messaging.
- Edit Customer: Allows you to add and update information for the selected profile.
- Actions Menu: Click the 3-dotted icon to Add Card, Merge with another Customer, and Delete Customer.
- Personal Information: Save and view a customer’s name and contact information, along with their address, birthday and any information from custom fields.
- Cards on File: Save a customer’s payment card for future payments.
- Activity: View the customer’s activity at your business, including purchases and Feedback sent about your business.
Customer Groups at a Glance
|All Customers||This group represents all of the customers saved in your directory.|
|Reachable Customers||Reachable Customers are the people in your directory that you can contact by email. This list combines customers you may have imported or added that have email addresses, profiles created via Square Invoices and customers Square has added based on their engagement with your business.
Square automatically adds profiles to your Reachable Customers group when a customer:
- Visits your business at least once in the last 12 months
- Pays with a credit or debit card
- Elects to receive a digital receipt via email
You will only be able to see customers’ email addresses when the customer enters it into Square Point of Sale within your business location. In some instances, a customer may be Reachable because their email address was collected at a different business. In these instances, you will not be able to see the email addresses for those customers, but you can contact them using Direct Messaging from your Directory. Learn more about our Privacy and Security Policy.
|Added by Square||Square automatically creates records for any customer that makes a purchase at your business with a credit or debit card. These customer records will, at minimum, include a first name, last initial and payment history.
Learn more about our Privacy and Security Policy.
|Added by You||Profiles created by you in the Square app or in your online Dashboard.|
|Smart Groups||Categories used to automatically group your customers based on their visit frequency or engagement with your business. Smart Groups are dynamic and the list of customers within them may change over time as customers meet the criteria for the group.
Two smart groups are included by default in your Customer Directory: Regulars and Lapsed customers. Using filters, you can create customized Smart Groups that meet the criteria of your choosing.
|Regulars Group||A Smart Group that includes your most loyal, frequent customers. By default, this group is set to collect customers who’ve visited your business three times in the last six months. You can edit the settings of this group by clicking Actions > Edit Group in your directory.|
|Lapsed Group||A Smart Group that includes customers who were Regulars, but haven’t visited in the last six weeks. You can edit the settings of this group by clicking Actions > Edit Group in your directory.|
Now that you have an understanding of how profiles work, learn how to manage customer profiles in your directory.