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New in Customer Directory — add photos and files to your customer profiles!

Access more customer info at your fingertips.

 

We just released a new feature in Customer Directory to help you keep better records of your customers: profile attachments. You can now add photos and files to customer profiles, making it easier than ever to store all your customer information in one place.

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Cut down on paper files and disorganized photo folders by keep track of before and after photos, records of custom work, waivers, contracts, and more, right in the point of sale.

 

Attachments can be added to a customer profile from the Square Point of Sale app, or from your online dashboard. In the app you can even take a picture right from a customer profile and have it saved right then and there.

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At this time, Directory supports .pdf .gif .jpg .jpeg and .png file types, and up to 100 files per profile. Each file cannot be larger than 20MB. [Note: Only upload files you have the rights to use. Do not use this feature to upload files containing illegal content or sensitive confidential information, including personal health information or credit card information.]

 

For more detailed instructions on how to use this feature, check out the Support Center. This feature is currently rolling out to all Square sellers, so if you don’t see it just yet, it should appear within the next week.


We’d love to hear your feedback or questions tell us what you think in the comments! And let us know how you’re using this feature or how else we can make Square Customer Directory more helpful for your business.

Message 1 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

Nice. You guys are getting close to basically having a CRM which we've been looking to add for a while. Would definitely consider Square if this is the case.

Message 2 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

That's great to hear @Antiques! If you have other feedback on your 'must have's' or blockers to trying us out, please do let us know. 

Message 3 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

We've been looking into using Zoho CRM or Method CRM but have not been super impressed. We already use Square for all our credit card transactions and we're happy to see these new features you guys are adding where it will soon get to the point that our service based business will not need a CRM.

Message 4 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

We desperately need a real postage calculator in the store. It's a big problem in my world and has been for a long time. 

Message 5 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

This is great!! Hope you add this feature to vendor profiles also! Would be great to attache contracts and consignment agreements we collect from our "vendors/artists". Keep up the great work!

 

Message 6 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

THIS is why I love Square and wouldnt change it for anything. Always improving, always staying up to date and always listening to their customers. You guys have a great company, I cant remenber how many times they've come to my shop to try and switch me to other companies but my answer is always NO, you just can compete with Square.

Message 7 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

Will there be a way to tell there is a note, or file for a customer in the appointments system? It would be super helpful if there was a symbol or something that was visible from the calendar to indicate the client had a note without clicking on the appointment to check. 

Message 8 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

If it all spoke to one another(Appointments used Items and plugged into Loyalty) so it was under one umbrella and the online store worked almost like a website, that would be perfect! Automation of the Appointments feature would be a nice addition  as well. This is a great step though! 

Message 9 of 28
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Re: New in Customer Directory — add photos and files to your customer profiles!

Omg i totally agree, I'm a pet groomer and i'd love to see a pet name and breed at a glance and a note would be awesome in case the dog is a little cranky we know at ONE glance!!

Message 10 of 28
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