Get Started with Customer Management
Customer engagement tools are available to all Square merchants for free.
Customer Management Features
All Square merchants have access to the following tools:
Feedback: Private messaging with customers.
Customer Directory: Create, import, and manage customer profiles. Save credit cards on file, view and respond to feedback from customers, and create groups to keep your customer profiles organised. You can also apply filters to view detailed customer information such as items purchased, payment amounts, locations visited, and others over a specific time frame.
Customer Insights: Statistics on customer satisfaction, new vs returning customers, and customer visit frequency
Customer Directory: Premium Profiles with Smart Groups, customer purchase history. You can also apply filters to view detailed customer information such as items purchased, payment amounts, locations visited, and others over a specific time frame.
Premium Profiles: Customer profiles that include a full activity list with transaction history, average purchase size, details and statistics.