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Add your customer to a sale with the Square Retail POS app

Who is this article for?
This article is for retail owners and staff subscribed to Square for Retail Free, Plus, or Premium. If your staff need to attach sales to customer profiles, make sure the customer directory permissions are enabled for their role. Learn more about custom permissions with Square.

About customer profiles 

Creating customers allows you to track transactions with a customer and record notes, as well as include customers in marketing campaigns.

Before you begin

Managing customer profiles and assigning a customer to a sale is included with Square for Retail. Email marketing, Square Text Messaging marketing, and Square Loyalty are add-ons to your account with separate subscriptions.

Create a customer profile

To create a customer profile during a sale:

  1. Tap the three-dot icon.

  2. Tap Create Customer.

  3. Enter your customer’s information into the required fields or have them enter their information using the customer display on Register.

  4. Enter any additional information and tap Save.

Add customer to a sale

When you add a customer to your cart, the completed sale will be recorded and stored in your Customer Directory. There are two ways to add a customer to your cart.

  1. Tap the search bar Add Customer or the Customers quick tile.

  2. Tap the customer you’d like to add to the sale, and from their profile tap Add to Sale.

Remove customer from the cart

To remove your customer from a cart:

  1. Tap the name of the customer you wish to remove.

  2. Select Remove.

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