Edit, merge, or delete customer profiles
About editing, merging, or deleting customer profiles
You can update or modify information about a customer stored in your Customer Directory, combine duplicate or multiple customer records that belong to the same individual into a single profile, or permanently delete a customer's record from your Customer Directory.
Before you begin
You can edit, merge, or delete customer profiles in Square Dashboard and your point of sale app.
Merging two customer profiles also merges any files attached to them.
Carefully review profiles being merged. A merge can't be undone.
Customer profiles information
Customer profiles are organized into the following sections based on a customer's purchase history:
Buyer summary: View customer details, including their average spend, total visits, and frequency.
Personal information: View name, phone number, and email address.
Marketing: View Subscribed or Not subscribed email status.
Payment on file: View stored customer payment card information.
Notes and files: View or add timestamped notes and set reminders for yourself. Upload files and photos to your customer’s profile to keep any relevant documents in one place
Loyalty: View customer’s status and activity, along with the ability to adjust stars, manage linked cards, and update their loyalty phone number.
Invoices & estimates: View draft, outstanding, or paid invoices and estimates. You can also create or view invoices and estimates from the customer profile.
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Appointments: View upcoming and past appointments, along with the ability to book future appointments for a client.
Appointment Notifications: View Email and/or Text Message.
Blocked from online booking: View status as Yes or No.
Activity: View the customer’s activity at your business, including purchases, Feedback sent about your business, Square Loyalty activity earned, and Square Marketing campaigns received.
Edit a customer profile
- Sign in to your Square Dashboard, then click Marketing & loyalty > Customer directory > Directory.
- Select an existing customer profile.
- Click Edit.
- Make any necessary changes and click Save.
Fix duplicate customer records
Sign in to your Square Dashboard, then click Marketing & loyalty > Customer directory.
You'll receive an alert notifying you there may be duplicate entries if multiple records exist with the same email address or phone number within the All Customers group.
Click Duplicate Suggestion to review the entries flagged as duplicates.
You can choose to ignore entries that aren't duplicates, or click Merge or Merge All to combine confirmed duplicates.
Merge duplicate customer profiles
- Sign in to your Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click the duplicate customer profile.
- By the customer’s name, click ••• > Merge customer, then search and select the profile you’d like to merge.
- Click Merge.
Delete a customer profile
- Sign in to your Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click a customer’s name to view their full profile.
- Click (•••) > Delete customer.
- Read the confirmation and click Delete to continue.
