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Customer Accounts for Square Online

Note: Using customer accounts requires an upgrade on your Square Online site.

Square-Online-Customer-Accounts-Management-EN

Customer accounts for Square Online enable a direct relationship between you and your customers, and are the foundation for a more personalized buyer experience to drive repeat purchases. When buyers create an account with your online business, they can:

  • Track the status of existing orders.

  • Reference past orders and easily reorder their favorites.

  • View and edit Square Pay information for a faster checkout experience on future orders.

Enable or Disable Customer Accounts

To enable or disable customer accounts for your Square Online site:

  1. From your Square Online Overview page, go to Settings > Customer Accounts or Shared Settings > Customer Accounts.

  2. Toggle customer accounts on or off.

If you choose to disable customer accounts, buyers will no longer be able to view their order history, or their saved address and payment information. Existing customer accounts will be saved and accessible to buyers if you choose to reenable them in the future.

How Buyers Create New Customer Accounts

Buyers can create new customer accounts from your personalized order screen, while checking out, or directly from your site’s navigation menu.

Personalized order screen

To create a customer account from the personalized order screen:

  1. Buyers can select the Sign up option near the top of the page.
  2. They’ll enter their phone number to receive a challenge code that, once verified, will create a new customer account and enable them to use Square Pay.
  3. Buyers can log in and start ordering.

Note: If your buyer doesn’t verify their phone number via challenge code, we won’t create the customer account for them. However, the buyer’s information will be saved with cookies when they return.

Learn more about creating a personalized order screen with Square Online.

Your site checkout page

To create a customer account from checkout:

  1. Buyers can select the Save my info for a faster checkout checkbox while checking out (which is checked by default).
  2. Once the order is placed, we prompt buyers to create their customer account.
  3. Buyers are sent a challenge code to verify their phone number. Once verified, we’ll create the customer account and enable them to use Square Pay.

In the order confirmation screen, buyers will be in a logged-in state for your site. From here, they can access their new customer account.

Note: If your buyer doesn’t verify their phone number via challenge code, we won’t create the customer account for them. However, the buyer’s information will be saved with cookies when they return.

Your site navigation menu

To create a customer account from the navigation menu:

  1. Buyers can select the account icon in your navigation and choose the Sign up option.
  2. They’ll enter their phone number to receive a challenge code that, once verified, will create a new customer account and enable them to use Square Pay.
  3. Buyers can log in and start ordering.

Note: If your buyer doesn’t verify their phone number via challenge code, we won’t create the customer account for them. However, the buyer’s information will be saved with cookies when they return.

How Buyers Manage Customer Accounts

Buyers can manage their customer accounts, as well as their Square Profile information whenever they log in.

Customer accounts

Every time your buyer logs in to their customer account, they’ll be able to perform the following:

  • Confirm their card information by viewing the last 4 digits of their saved card.
  • View the saved address associated with their account (for shipping and local delivery orders).
  • View order history from your site since the creation of their customer account.
  • View their order confirmations.
  • Reorder previous orders. This will add the entire order to the cart (including any variations, modifiers, number of items, etc.). Customers can always edit the order in their cart.
  • Delete their account.

Note: At this time, only one payment method can be saved under Square Pay during the checkout process.

Square Profile

Square Profile interacts with customer accounts and Square Pay. The following are the main actions buyers can take in their Profile:

  • View the basic details of their Square Pay card, as well as their associated phone number and shipping address.
  • Change which card is their primary card to be used for Square Pay if they have multiple cards.
  • Add, update, or delete their phone number and email address used for Square Pay (or set a primary one if they have multiple).
  • Delete their Square Profile. Requests to delete Square Profiles will also delete all linked Square Pay cards.
  • Delete a specific Square Pay card. Deleting a card also makes the deleted card inaccessible and removes it from their Square Pay account.
  • Edit or delete their saved shipping address.

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