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Message your customers

Who is this article for?
  • Account owners or team members with messages permissions. Set permissions in Square Dashboard.
  • Sellers with Retail, Appointments or Standard mode enabled on Square Point of Sale app.
  • About messaging customers

    Messaging customers is fundamental to maintaining strong customer relationships, improving service delivery and fostering a positive brand reputation.

    Use Messages to promptly and effectively communicate with your customers about inquiries, feedback or concerns to show that you value their input and are committed to providing excellent service. This enhances overall customer satisfaction and loyalty.

    Before you begin

    You can access Square Messages from your Square Dashboard or Square Point of Sale app. You can do the following from Square Messages:

    • Reply to a customer.

    • Send photos.

    • Send dollar amount or percentage coupons.

    • Search your messages inbox.

    Before initiating a text conversation with a customer, you must confirm that you have their consent to send messages to their phone number. This process does not require any action from the customer.

    When sending marketing content via text message, you must obtain explicit consent from the customer. This protects them from receiving unwanted marketing messages. Customers will be asked to confirm their interest in receiving messages from your business via text message. If they confirm, they will receive a second message asking them to consent to receiving marketing content.

    When you use Messages, you are subject to our Acceptable Use Policy, which can be found at section 1(II) in our Terms of Service.

    Reply to a customer message

    You will only be able to message your customers in the same way they contacted you—email or text.

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Select a conversation from your inbox and type your message.
    3. Select the arrow to send your message.

    Point of Sale app

    1. Open your Square app and tap More > Messages.
    2. Select a conversation from your inbox and type your message.
    3. Tap the arrow to send your message.

    Send a photo to customers 

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Select a conversation.
    3. Click the plus icon + > Photo.
    4. Choose your photo and click Open.
    5. Click the arrow to send your photo.

    Point of Sale app

    1. Tap More > Messages or More > Customers > ••• > Messages.
    2. Select a conversation and tap the plus icon +.
    3. To send an existing photo, tap Photo Library > choose a photo > Add.
    4. To take a new photo, tap Camera > take a photo > Use Photo.
    5. Tap the arrow to send your photo.

    Send coupons to customers

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Select an existing conversation from your inbox or click the pencil icon to create a new message.
    3. Click + > Coupon.
    4. Enter the coupon type and amount or percentage, then click Send.

    Point of sale app

    1. Open your Square app and tap ≡ More > Messages.
    2. Select an existing conversation or tap the pencil icon to create a new message.
    3. Tap + > Coupon.
    4. Enter the coupon type and amount or percentage, then click Send.

    Search your inbox

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. In the search box, type a keyword, customer name, phone number, or email address.
    3. View the results below the search box shown as bolded text.
    4. Click a conversation from the results to view the specific time where the keyword was mentioned.

    Point of sale app

    1. Open your Square app and tap ☰ More > Messages.
    2. Tap the magnifying glass icon.
    3. In the search box, type a keyword, customer name, phone number, or email address.
    4. View the results below the search box shown as bolded text.
    5. Select a conversation from the results to view the specific time where the keyword was mentioned.

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