Hi Seller Community! 👋
Providing an easy and personalized checkout experience for your in-person, repeat customers helps to increase sales, retention, and customer satisfaction. We’re excited to announce a quicker way to add customers at checkout and see their full customer profile in Square Point of Sale. This feature is now available on Android, as well as iOS.
To get started, ensure Customer management is enabled for your Square Point of Sale device.
- From Square Point of Sale
- More > Settings > Checkout
- Customer management
- Under Collect Customer Information toggle Before checkout to on
On iOS or Android device
- From Square Point of Sale > Checkout
- Tap Add a customer in the top right corner
- Search for the customer by name, phone number or email address
- Tap the customer’s profile to add to checkout
- View the customer’s Loyalty status, Coupons, Last visit, Frequent items, Feedback, and more
- Tap arrow to the left of the customer’s name to return to the cart
On mobile
- From Square Point of Sale > Checkout
- Tap Review Sale at the bottom
- Tap Add a customer in the top right corner
- Search for the customer by name, phone number or email address
- Tap the customer’s profile to add to checkout
- View the customer’s Loyalty status, Coupons, Last visit, Frequent items, Feedback, and more
- Tap arrow to the left of the customer’s name to return to the cart
Adding and viewing customers at checkout allows you to:
- Provide a customized, VIP experience. Important customer information is all in one place, so you can reference detailed purchase information such as your regular’s frequent items, preferences, and feedback.
- Speed up checkout. Quickly access and add frequently purchased items from past visits.
- View the loyalty status and rewards available to your repeat customers, if you are opted into Square Loyalty.
- Create personalized and fast checkout experiences, leading to more repeat customers and larger tips for your employees.
This feature is currently available on iOS and Android, as well as Square Register and Square Terminal.
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Please let us know what you think or ask any questions in the comments.
