this article will provide a brief overview of the customer directory, giving you the basic information you need to get started on advanced features. square’s customer directory is a contact management tool where you can store customer information, view how they interact with your business, and engage with them – all in one place. your customer directory has filtering options that allow you to view customer information in greater detail. you can apply filters and view specific data by navigating to the directory tab in the customers section of your dashboard > select filters. a more comprehensive list of customer filters are available through your online square dashboard. square helps your directory grow by creating instant profiles from card sales that contain a customer’s basic information.
note: within the customer list in your square app, you can view customer’s email and phone numbers, without the need to view their profile. instant profiles appear in the instant profile group in your directory and can be filtered by using the creation source filter and selecting instant profile (via payment). personal information: save and view a customer’s name and other information the customer chooses to provide, including contact information, along with their address, birthday, and any information from custom fields. appointments: if you’re using square appointments, you’ll be able to view upcoming and past appointments, along with the ability to book future appointments for a client. when using square’s team management service, you can assign roles and permissions to your team members so they can take action in your customer directory. you can learn how to getting started with team management and see which ccustom permission sets you can assign your team in our support center.
we’ll continue to update our status page with more information. you can create a wide variety of field types to meet your business needs, including text fields, date fields, single selection list, multiple selection list, on/off toggle switches, lists, as well as fields for additional addresses, emails and phone numbers. 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. selection: this field allows you to create a list of values you can select to add to a customer profile. 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 spa could name the field emergency contact number and add this information for each customer. you can set up custom fields from your online square dashboard or from the square app. once a custom field is configured, you can 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 app, or when importing customers using an excel or csv file. 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. this feedback is used only to improve this support center article and is not sent to our support team.
square helps your directory grow by creating instant profiles from card sales that contain a customer’s basic information. you can then add information from the square app: tap more > tap customers. select a customer profile > tap edit personal information. add information to custom fields > save. square’s customer directory is a contact management tool where you can store customer information, view how they interact with your business, and engage, square customer service, square customer service, square customer groups, square directory, square customer login.
square’s customer directory is a free customer relationship management, or crm, software that’s built into your square payment tools. store your customers’ create and enhance existing customer profiles in your directory so you always visit customers in your online square dashboard > click create customer. in the square customer directory, customers are represented by customer profiles. a customer profile contains contact and personal information about a, square crm, square marketing, square customer notes, square lapsed customer, square client portal, square number of customers, square custom attributes, square instant profile, how do i view square transactions, merge customer square. does square have customer accounts? how do i get customer information from square? what is instant profile on square? how do i change my profile on square?
When you try to get related information on square customer profile, you may look for related areas. square customer service, square customer groups, square directory, square customer login, square crm, square marketing, square customer notes, square lapsed customer, square client portal, square number of customers, square custom attributes, square instant profile, how do i view square transactions, merge customer square.