Upload Files to Square Up as Customer

Manage Your Customer Directory Online

Create and raise existing customer profiles in your directory and so you always have their information on hand, and know exactly how they interact with your business organization.

Add together Customers

Manually Add Customers

When adding customers to your directory, brand sure their information stays safe – don't store sensitive or confidential information in the notes field, such equally payment carte numbers or sensitive health information.

To add customers to your directory:

Visit Customers in your online Square Dashboard > click Create Client.
Enter your client's data and click Salvage.

Note: If y'all are using custom permission sets for your team, customer contact info such as email address, physical accost, and phone number will be turned on for your squad past default. You tin can give your team the power to view and edit this information by enabling this permission with Team Direction.

Clients who book services with your business using Square Appointments, are enrolled in your Square Loyalty program, and are charged using Square Invoices are automatically added to your Customer Directory.

You're also able to add customers from the Square Point of Auction app. Learn more than about managing your Customer Directory from the Foursquare app.

Import Customers

From your online Square Dashboard, yous can also upload customer profiles in bulk. Apply the preferred data formats listed beneath to assistance minimise errors and ensure your data is imported successfully. Read more than about the importing customers online guidelines.

Note: Only send marketing communications to customers who accept consented to receive marketing emails from your business. You lot are responsible for ensuring the customers on your list have given explicit permission to contact them and for compliance with all applicable laws. Review our terms for additional information.

Duplicates

Your Customer Directory volition identify potential duplicate profiles if 2 or more customers share the same email address and/or phone number. However, if the profile names are dissimilar or if the ii profiles have a dissimilar email or phone number, they volition not be identified as duplicates. In this case, y'all can notwithstanding manually merge the profiles if they happen to exist the same client.

Fix Duplicates

Afterwards manually adding customers, or importing customer contact information to your directory, you may stop up with duplicate records. Duplicate records may incorrectly increment the total number of customers in your directory, and lead to increased pricing for Square Marketing subscriptions. We recommend y'all review your directory periodically to ensure no duplicates exist.

To check for duplicates and resolve them:

Visit your Client Directory from your online Square Dashboard.
Within the All Customers group, if multiple records exist with the same email accost or phone number, you'll receive an alert notifying you in that location may be indistinguishable entries.
Click Duplicate Proffer to review the entries flagged equally duplicates.
You can choose to Ignore entries that aren't duplicates, or click Merge or Merge All to combine confirmed duplicates.

Manually Merge Duplicate Client Profiles

If our organization has not recognized a duplicate, yous can manually merge two profiles. To do so:

Select the duplicate Customer Contour.
Click the iii-dotted Actions menu > Merge with another client > search and select the profile you'd similar to merge.
Carefully review the profiles being combined, as a merge can't be undone > click Merge.

Notation: From the drop-downwards menu on the main Customers screen of your Square App, you lot tin create a new profile, filter customers, manage groups, add customers to groups, resolve duplicates, merge customers, bulk delete, and view feedback from almost whatsoever screen.

Buyer Status

Upload File Attachments

Add together file attachments to your customers' profiles to go along records, contracts, documents, or photos. A customer profile can contain upwardly to 100 files. Merging two customer profiles also merges any files fastened to them.

To upload a file:

Select a customer from your directory.
Click the 3-dotted icon at the top right of the profile > Upload File.
Drag and drop or select a file from your computer. Note: Only upload files you take the rights to apply. Files cannot be larger than 20MB. Supported file types: PDF, JPEG, JPG, GIF, or PNG.
Click Upload File.

Once uploaded, click the iii-dotted actions card to the right of the file to Download, Rename, Preview, or Delete.

Note: Do non utilise this feature to upload files containing illegal content or sensitive confidential data, including personal health data or payment card information.

Learn how to upload files to customer profiles from the Square Point of Auction app

Notes and Reminders

Your Customer Directory lets you add timestamped notes to your customers' profiles and reminders to revisit those notes in the future.

Add together a Annotation

Select a customer from your directory > click Add together Note in the Notes section or from the iii-dotted icon at the lesser of the profile.
Add your notation to the field.
If you'd like, set up a reminder using the default times or by adding a custom date and fourth dimension.
Click Salvage.

If you've set up a reminder, you'll receive a push notification on your mobile device via the Square app and an electronic mail notification to the address associated with your Foursquare account.

To delete a annotation, select it from the client's contour and click Delete.

Save Payment Cards Online with Bill of fare on File

Collecting payment from your customers is fifty-fifty easier when their payment cards are saved to your directory. Here's how to link a payment card to a client profile:

Select a customer from your directory > click Add together Menu in the Cards on File section or from the three-dotted icon at the lesser of the profile.
Enter the card details and your customer's e-mail address.
You must have written say-so from your customer to save their payment card. Employ the provided template form by clicking Download Form and send information technology to your customer.
Click Save.

Note: Brand sure to keep authorization forms on file and store them securely.

Learn more about charging a customer's payment card on file to collect payment for a Square Invoice or for card on file payments from the Square app.

With Square's Team Management subscription, you can assign roles and permissions to your squad members so they can accept action in your Customer Directory and assistance manage customer profiles. You can learn how to getting started with Team Management and view which custom permission sets yous can assign your squad.

Now that you have an understanding of how you lot tin can create and update customer profiles, learn how to enhance them with information relevant to your business using custom fields in your directory.

Customer Filters

Your Client Directory stores customer data and provides ways to view how customers collaborate with your business. By applying filters, you can view in-depth information almost your customers, such every bit the business organization locations they visit, payment amounts, items purchased, and more. To use filters:

Log in to your online Square Dashboard > Customers.
Click on the Directory tab > select Filters.
Apply filters for the customer information that you wish to view.
Click View Customers to view the customer data.

If you are using Square Marketing, you can leverage customer contact information in your directory to create email marketing campaigns and apply filters to view your Marketing Subscribers. Larn more about creating a Square Marketing entrada in our Support Middle.

Note: You can apply filters through both your online Square Dashboard and your Square app. However, not all filters are available through your app at this time. A more comprehensive listing of customer filters are available through your online Square dashboard.

Customer QR Codes

You can increment your line speeds and reduce cashier mistakes by adding a client to a sale with a QR code. All you demand are the items listed below:

Customer reference ID in Directory.
A supported barcode scanner that can browse QR codes on screens (due east.g. Honeywell Xenon 1900). Note: Examination your scanner for on-screen scanning first.
Square POS on iOS tablet, Android tablet, or Register.

Note: This feature is not available on Square for Restaurants, Square for Retail, or Foursquare Appointments at this fourth dimension.

Learn more about identifying customers at your counter with QR codes.

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Source: https://squareup.com/help/us/en/article/5498-manage-your-customer-directory-online