How do I gather and organize customer information?

NMSC2026 — Mon, 05 Jan 2026 19:32:11 GMT

We are a swim club in NJ. Our square website is established and ready to take payments, but I am not sure how/where to collect basic information from our customers to keep on file - like name, address, email, phone, DOB, etc. Any advice?

Re: How do I gather and organize customer information?

Kassi_ — Tue, 06 Jan 2026 20:04:12 GMT

Hey there, @NMSC2026 -

You have a couple of options when it comes to collecting customer information. Since you're looking to get this information through your website I would suggest using the last two options listed in this Support Article.

- Option 2: Hosted sign-up page
- Option 3: Embedded sign-up form

You'll have to check on which option fits what you're looking for. There is always an option of collecting customer information through Point of Sale too.

Please let me know if you have any other questions.

thread How do I gather and organize customer information? in Appointments & Bookings

How do I gather and organize customer information?

Re: How do I gather and organize customer information?