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 right from the Square Point of Sale app.
Turn On Customer Management From the Square App
The ability to add a customer to a sale before and after a transaction are enabled by default, but you can update this at any time from the app. When this feature is enabled, you’ll see a drop-down arrow in the payments screen in the upper-right corner in landscape view, or after tapping Current Sale in portrait view.
To adjust your settings:
From the navigation bar at the bottom of your screen, tap More.
Tap Settings > Checkout > Customer Management to toggle the feature on or off.
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
New customers can be added to your directory right from the app at any time, including during a sale.
To add a new customer outside a sale:
From the navigation bar at the bottom of your screen, tap More.
Tap Customers > ”•••”.
Tap Create New Customer > enter your customer’s details > tap Save.
To add a new customer during a sale:
Tap Add a customer from the Current Sale section of your Checkout screen. Note: If you’re using a mobile device, tap Review Sale to access the Current Sale section.
Tap Create New Customer and enter their information > tap Save.
You’ll see your new customer contact appear at the top of the current sale. Once the payment has been completed, it’ll be tied to their customer 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 personalize the experience.
Tap Add a customer from the Current Sale section of your Checkout screen. Note: If you’re using a mobile device, tap Review Sale to access the Current Sale section.
Start typing your customer’s name in the search bar and tap their name when it appears.
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 and haven’t tapped New Sale yet, you can still add your customer’s contact information. To do so:
From the receipts screen, tap Add Customer.
Enter your customer’s information > tap Save.
If you need to edit the customer added to the sale:
From the receipts screen, tap View Customer.
Make your changes or tap Remove Customer from Sale > Confirm.
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 Square app.
Keep in mind, if you are processing payments in Offline mode you will not be able to add a Customer to your sale.
Manage Your Customer Directory From the Square App
You can view and manage your customer contacts without having to go to your online Square Dashboard. To do so, open the app:
From the navigation bar at the bottom of your screen, tap More.
Tap Customers.
Select an existing customer to edit their contact information or delete them from your directory. Tap ”•••” > Create New Customer to add a new contact.
To create a new group, tap ”•••” > View Groups > ”•••” Create a Manual Group to customize how you organize your contacts.
Upload File Attachments
Add file attachments to your customers’ profiles in-app to keep records, contracts, documents, or photos.
To upload a file:
Select a customer from your directory.
Scroll through their profile to the Files section and tap the Add File button.
Choose to either take a photo or select an image from your device photo gallery. Note: Only upload files you have the right to use. Files cannot be larger than 20MB. Supported file types: .pdf .gif .jpg .jpeg .png..
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.
Learn how to upload files to customer profiles from your online Square Dashboard.
Note: Square Terminal and Register do not support or read file attachments.
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 the permission will be presented with a passcode entry screen so that someone with permission can enter their passcode to grant temporary access.