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.
Note: The cardholder’s name associated with a purchase is only available for chip and PIN transactions using the latest version of the Square Reader.
Viewing Customer Information in Your 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:
Log on to your online Square Dashboard > Customers.
Click on the Directory tab and select 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 Point of Sale app. However, not all filters are available through your app at this time and more comprehensive filters are available through your dashboard.
If using custom permission sets for your team, customer contact information such as email address, physical address and phone number 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.
Customer information in your directory may also be hidden if the customer is subscribed via Square Marketing.
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.