thread Online customer accounts in Community Corner

Online customer accounts

HolsPel — Sat, 08 Jan 2022 15:52:49 GMT

I am completely new to square. I have created a website using the Free online service. Could someone explain to me how the customer accounts side of the system works. When someone orders a product from my site are they asked to create an account (login, password...) so that they can later log back in to look at their orders. Also is it possible to request additional account details, in my example I would ideally like to request date of birth and emergency contact details, is that possible?

Re: Online customer accounts

Breffni — Sun, 09 Jan 2022 13:00:31 GMT

Hello @HolsPel, welcome to Square to the Seller Community!

Having a customer login portal isn't currently available via Square Online Store. This is a popular feature request so once we have more information on it, I'll be sure to update you here.

With the free version of Square Online you have Square Pay which lets your customers opt in to storing their payment information at checkout using just their email address or mobile phone number. The next time they check out, their payment information will be auto-populated for faster checkout.

Customers will receive email notifications of their purchases so they will always be able to refer back to that for future reference. You can customise that email here.

In terms of collecting your customers personal details, you have a couple of options.

Add a text box modifier to specific items, which is a custom field where customers can input their DOB & emergency contact information.
Add a note to seller section at your checkout screen - so when customers are paying they can add the details to the sale as a whole, rather than per item. (Square Online Dashboard > Settings > Checkout > Advanced Settings > enable Allow customer to leave a note to seller).

Feel free to check out the full list of features available with all Square Online subscriptions here, and let me know if any other queries come up!

Re: Online customer accounts

HolsPel — Mon, 10 Jan 2022 13:36:55 GMT

If I create a form on the site is there a way to link to another page on the submit button action, that way I could collect the required info first and then take payment page after the details have been submitted.

Re: Online customer accounts

Breffni — Tue, 11 Jan 2022 15:28:33 GMT

@HolsPel, currently the two options above are the only method we have for collecting the type of information you would be looking to get through a Square Online site.

You could create a form from an external provider but we wouldn't be able to embed it into the submit button.

Re: Online customer accounts

HolsPel — Tue, 11 Jan 2022 18:16:00 GMT

Thanks external form is exactly what I have done.