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Square
[Improvement] Customer Profiles (Card on File, Loyalty, Notes, Files)

Hi Sellers! 👋

 

We’ve refreshed the design of customer profiles in order to help you more efficiently reference important customer information like Card on File, Notes, Loyalty, and more. Quickly find and act on the information you need with this new and simplified layout.

 

Card on File

Improvements include the option to select card on file vs. gift card on file, pre-filled name, email, and/or card number if available, as well as disclosures to allow marketing communications, send messages (dependent on locale), and prevent chargeback liability. These Card on File improvements, as well as others to provide a more streamlined experience are now available on iOS and Android.

 

srutz2022_0-1694444000123.png

 

 

Loyalty

Improvements when creating, managing, and deleting a loyalty account. Easily update Loyalty card, transfer account, send status, and add/remove points.

srutz2022_1-1694444004153.png

 

 

Notes

Improvements when editing, adding, and deleting notes.

srutz2022_2-1694444001984.png

 

 

Files

Improvements to viewing, downloading, renaming, and deleting a file, as well as taking and uploading a photo.

 

srutz2022_3-1694444011779.png

 

💡 Note: The refresh for Loyalty, Notes, and Files is currently only available on iOS, with improvements to Android coming later this year. We will also be updating the customer editor and profile in modal in the near future.

 

Please reach out with any questions, we’d love to hear from you!

4 Comments
Beta Member

Making the NICKNAME field more prominent and included in customer search results would be very helpful. We have regular customers who are known to staff by their nicknames and we have customers with similar names as well, so this would help streamline selecting the correct customer.

 

These announced improvements sound great, btw.

 

John

Square Champion

This is great news!!!!  Our business strives off of Card on File.  It may be a higher processing fee but with the option of automatically adding a card on file when someone books online for a service has drastically lowered our chances of not getting paid for a late cancellation or no call/no show 🙂

Beta Member

When will this go into effect?  I don't see it yet.

Square Community Moderator

I haven't done so yet make sure to update your iOS or Android device to the latest Square Point of Sale. As a reminder, The refresh for Loyalty, Notes, and Files is currently only available on iOS, with improvements to Android coming later this year. We will also be updating the customer editor and profile in modal in the near future.

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