Creating Custom Fields In Your Customer Directory

Adding custom fields to your Customer Directory helps you collect and organize information about customers that is specifically relevant for your business.

Types Of Custom Fields

  • 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.

Create A Custom Field

At this time, custom fields must be set up from your online Square Dashboard. Once custom fields are set up and configured, you’ll be able to view, add, and edit information in those fields from the Square Point of Sale app and your dashboard.

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

To create a custom field:

  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.
  3. Click Save.

To add information to a custom field, open a Customer Profile in either dashboard or your Point of Sale app, and click Edit Customer.

Add Information To Custom Fields

Once a custom field is configured, you can now 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 Point of Sale 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.
  3. Scroll to the Detailed Information section.
  4. Enter information to the custom fields you’ve created > click Save.

From the Square Point of Sale app:

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

Hiding Custom Fields

To hide a custom field from all profiles:

  1. Visit the Customers tab of your online Square Dashboard.
  2. Click Settings.
  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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