Create custom fields in your Customer Directory
Who is this article for?
Sellers with the customers permission to view customers. Set permissions in Square Dashboard.
About creating custom fields
Adding customizable fields in your Customer Directory gives you more flexibility when collecting and storing customer information, and more control over grouping and filtering customers based on the qualities relevant to your business. For example, a restaurant could add a custom field called "Allergies" and list relevant food allergies.
Changes you make will be reflected automatically and viewable from anywhere you access Square. All information you collect can be exported, and some fields can be searched and filtered.
Before you begin
You can set up, view, add, hide, and edit information custom fields from:
Square Dashboard
Square POS app
Learn how to create customer groups and filters.
Create a custom field
- Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click Settings > Configure Profiles.
- Click Create Custom Field.
- Name the field and select a field type.
- Click Save.
Edit a custom field
- Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
- Click Settings > Configure Profiles.
- Find the custom field in the Visible Fields list, and click Edit.
- Make your edits and click Save.