Creating Custom Fields In Your Customer Directory

Adding customizable fields to your Customer Directory gives you more flexibility when collecting customer information, and more control over grouping and filtering customers based on the qualities relevant to your business.

Types of Custom Fields

You can create a wide variety of field types to meet your business needs, including text fields, date fields, single selection list, multiple selection list, on/off toggle switches, lists, as well as fields for additional addresses, emails and phone numbers.

  • Text Input: This field will only accept text entries. For example, a hair stylist could name the field Hair Color and type in the most recent color used.

  • Toggle: This field allows you to indicate whether this field is True or False. For example, a photographer could name the field Referral? and turn it on to indicate Yes.

  • Selection: This field allows you to 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: This field allows you to add additional email address fields. For example, a contractor could name the field Work Email and capture a secondary email address for customers.

  • Phone Number: This field allows you to 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.

Create a Custom Field

You can set up custom fields from your online Square Dashboard or from the Square app. You’ll be able to view, add, hide, and edit information in those fields from your online Square dashboard and Square app.

Make sure you’re running the latest version of the Square app.

From your online Square Dashboard:

  1. Visit the Customers tab of your online Square Dashboard > click Settings > Customer Profiles.
  2. Click Add Field, name the field, and select a field type > Save.

Custom Fields

From the Square app:

  1. Tap the three horizontal lines > tap Customers and select a customer profile.
  2. Tap Edit Personal Information > Add Field, name the field, and select a field type > Save.

Add Information to Custom Fields

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

From your online Square Dashboard:

  1. Visit your Customer Directory and select a customer profile.
  2. Click Edit Customer and scroll to the Detailed Information section.
  3. Enter information to the custom fields you’ve created > click Save.

From the Square app:

  1. Tap the three horizontal lines > tap Customers.
  2. Select a customer profile > tap Edit Personal Information.
  3. Add information to custom fields > Save.

Hide Custom Fields

You are able to hide a custom field from all profiles directly from your online Square Dashboard or Square app.

From your online Square Dashboard:

  1. Visit the Customers tab of your online Square Dashboard > Settings.
  2. Select the custom field you want to hide > toggle Display on Profile off.
  3. Click Save.

From the Square app:

  1. Tap the three horizontal lines > tap Customers.
  2. Select a customer profile > tap Edit Personal Information.
  3. Select the custom field you want to hide > toggle Display on Profile off.
  4. Click Save.

Notes:

  • When viewing a profile, empty fields do not appear. However, if you select Edit Customer from the dashboard or Edit Personal Information from the Square app, you’ll see the new fields you’ve configured available. Once information is added to those fields, they appear in the profile view.

  • Do not store sensitive information in custom fields, such as passwords, full payment details, SSNs, HIPAA-protected data, etc.

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