Add file attachments and notes to customer profiles
About adding file attachments and notes
Adding file attachments to customer profiles allows you to keep records, contracts, documents, and photos in one place, ensuring easy access and organization. In addition, your Customer Directory lets you add time stamped notes to your customer profiles and reminders to revisit, ensuring you follow up on important matters and maintain ongoing customer engagement. Overall, these features contribute to a more efficient customer relationship management system, enhancing your ability to serve and retain customers.
Before you begin
You have two options for adding attachments to your customer profiles:
Add attachments from Square Dashboard on a laptop or desktop.
Add attachments from the Square POS apps.
Keep in mind the following requirements and recommendations when adding attachments:
Do not upload files containing illegal content or sensitive confidential information, including personal health information or payment card information.
Square supports the following file types for attachments: PDF, JPEG, JPG, GIF, and PNG.
Files can be up to 20MB.
A customer profile can contain up to 100 files.
Make sure you've created at least one customer profile in your Customer Directory before adding an attachment to a customer profile. Learn to add new customers to your Customer Directory.
Add a file attachment
You can include file attachments in your customer profiles to maintain a thorough documentation trail, provide better customer service and quickly retrieve information when needed.
- Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click on the selected customer profile from the list.
- Click ••• and Upload File.
- Drag and drop your file or select it from your laptop or desktop.
- Click Upload File.
Once your file is uploaded, you can rename, download, preview, or delete it by clicking •••.
- Tap More > Customers.
- Tap on the selected customer profile from the list.
- Scroll down to the Files section and tap Add File.
- Choose to either Upload a photo from your device photo gallery or to Take a photo.
A “File added” banner will appear when your file is uploaded. You can rename or delete your file by taping View to the right of the file then by tapping •••.
Add a note or reminder
You can add notes and reminders to customer profiles to track interactions and updates, improving communication and accountability. Setting reminders ensures follow-ups and ongoing engagement. Reminders trigger push notifications on the Square POS app and email notifications to the email address associated with your Square account.
- Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click on the selected customer profile from the list.
- Click ••• and Add Note.
- Type a note next to the Note field.
- Set a reminder (optional) using the default times or by adding a custom date and time.
- Click Save.
Once your note and reminder are added, you can edit or delete them by clicking the arrow to the right of the note.
- Tap More > Customers.
- Tap on the selected customer profile from the list.
- Scroll down to the Notes section and tap Add Note.
- Type a note in the Note field.
- Tap Add reminder if you’d like to set a reminder. Set the date and time then tap Add.
- Tap Save.
Once your note or reminder is added, you can edit or delete them by clicking Edit to the right of the note.