Create custom fields in your Customer Directory

About creating custom fields

Adding customisable fields in your Customer Directory gives you more flexibility when collecting and storing customer information, and more control over grouping and filtering customers based on the qualities relevant to your business. For example, a restaurant could add a custom field called "Allergies" and list relevant food allergies.

Changes you make will be reflected automatically and viewable from anywhere you access Square. All information you collect can be exported and some fields can be searched and filtered.

Before you begin 

You can set up, view, add, hide and edit information custom fields from:

• Square Dashboard

• Square POS app

You can create a wide variety of field types to meet your business needs. Custom field types include: 

• Text Input: This field will only accept text entries. For example, a hairstylist could name the field “Hair Color” and type in the most recent colour used.

• Toggle: Indicate whether this field is True or False. For example, a photographer could name the field “Referral?” and turn on the toggle to indicate “Yes.”

• Address: Enter an address which may be different for billing or shipping.

• Date: Enter an important or celebratory date such as a birthday or membership anniversary.

• Selection: Create a list of values you can select to add to a customer profile. This field can either be a single or multiple-choice list. For example, a restaurant could name the field “Allergies,” create a list of 10 common allergy types, and select each one that applies to an individual customer.

• Email Address: Add additional email address fields. For example, a contractor could name the field “Work Email” and capture a secondary email address for customers.

• Number Input: This field will only accept number entries.

• Phone Number: Add additional phone numbers. For example, a spa could name the field “Emergency Contact Number” and add this information for each customer. You are able to input phone numbers with any country code.

Filters make it easy to search, group and analyse your customers. Segmenting your customer database also allows you to communicate with and market to a target group, as well as provides you insights into customer trends. If you’ve created visible, custom fields with the field types of ‘Toggle’ or ‘Selection’, they’ll automatically be added to the list of filters in your directory.

Create a custom field

Once you’ve created custom fields, you can rearrange the order of visible fields by dragging and dropping the (⠿) icon from your Square Dashboard or the (≣) icon from the Square POS app.

Add information to a custom field

Once a custom field is configured, you can add information to those fields within each customer profile. You can edit a customer profile within your Square Dashboard, in the Square app or when importing customers using an Excel or CSV file.

Edit or delete a custom field

Related articles

• Create customer groups and filters

• Use customer insights

• Set up customer feedback collection