Manage Your Customer Directory from the Square App

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. Customer profiles can be added, viewed and edited directly from the Square Point of Sale app.

Turn On Customer Management from the Square App

Customer Management is enabled by default, but you can update this at any time from the app. To adjust your settings:

1. tap More to navigate to the menu.

2. Tap Settings > Checkout.

3. Tap Customer Management and enable Add Customer During a Sale and/or Add Customer After a Sale

Once Add Customer During a Sale is enabled, you’ll see a drop-down arrow in the upper-right corner in landscape view, or after tapping Current Sale in portrait view. 

Once Add Customer After a Sale is enabled, you’ll see a customer icon in the top-left corner of the All Done screen. Tap the icon to associate a transaction with your customer’s profile.

Add Customers and Payments to Your Directory from the Square App

You can add new customers to your directory and link existing customers to a sale directly from the Square app. 

Add a New Customer to your Directory During a Sale

New customers can be added to your directory directly from the app at any time, including during a sale.

1. Tap More > Add Customer.

2. Tap Create New Customer and enter their information. 

3. If your customer wants to receive your emails, toggle on Subscribe to Email Marketing > click Confirm once the customer verbally agrees to subscribe to your emails. Then click save to Save the customer update.

You’ll see your new customer contact appear at the top of the current sale. Once the payment has been completed, it’ll be saved to your customer’s profile.  

You can view a list of all your customer profiles from your online Customer Directory, or from the Customers section of the app.

Add an Existing Customer to a Sale

To track your customer’s purchase history, select an existing customer from your directory and link them to a sale. When you add an existing customer to your sale, you can also see details of their last visits, their preferences, frequently purchased items and any notes to personalise the experience.

1. On a tablet, tap More > Add Customer. If you’re using the Square app on a smartphone, tap Current Sale > drop-down arrow > Add Customer.

2. Start typing your customer’s name in the search bar and tap on their name when it appears.

3. If your customer wants to receive your emails, click Edit and toggle on Subscribe to Email Marketing >  Confirm once the customer verbally agrees to subscribe to your emails. Then click Save to save the customer update.

4. Complete the transaction by processing your customer’s payment.

Add a New Customer to your Directory After a Sale

If you’ve completed a sale before tapping and New Sale, you can still add your customer’s contact information from the All Done screen, if you’ve toggled Add Customer After a Sale to On within Customer Management settings. To do so:

1. from the All Done screen, tap the customer icon in the upper-left.

2. Enter your customer’s information > tap Save.

To edit the customer added to the sale:

1. from the receipts screen, tap the customer icon in the upper-left.

2. Make your changes or tap Confirm Remove Customer from Sale > Save.

Note: removing a customer from a sale won’t delete them from your directory, but it will prevent them from being linked to that transaction. To remove a customer from your directory, visit your online Square Dashboard or the Customers section of the app on an Android tablet.

Upload File Attachments

Add file attachments to your customers’ profiles in-app to keep records, contracts, documents or photos.

To upload a file:

1. select a customer from your directory.

2. Tap the Upload File button.

3. Choose to either take a photo or select an image from your device photo gallery. Note: only upload files you have the rights to use. Files cannot be larger than 20 MB. Supported file types: .pdf, .gif, .jpg, .jpeg, .png.

4. Upload File.

Once uploaded, click the three-dotted actions menu to the right of the file to Download, Rename, Preview or Delete.

A customer profile can contain up to 100 files. Merging two customer profiles also merges any files attached to them.

Note: Square Terminal and Register do not support or read file attachments.

Manage Your Customer Directory from the Square App 

You can view and manage your customer contacts without having to go to your online dashboard. To do so, open the app: 

1. tap More to navigate to the menu.

2. Tap Customers.

3. Tap an existing customer to edit their contact information or delete them from your directory. Tap Create Customer to add a new contact. Tap Create Group to customise how you organise your contacts.

Manage Team Access to Customer Information in the Square App

From your Team list you can control which team members have access to customer information in the app and your Square Dashboard. Set up team members and their permissions in your online Square dashboard.

Team members who have the View, Edit, Create and Delete Directory Data permission enabled will be able to create, edit and view customer profiles without entering their passcode. Team members without permission will be presented with a passcode entry screen so that someone with permission can enter their passcode to grant temporary access.