thread Re: How to Edit a Customer Profile? in Payments Troubleshooting

How to Edit a Customer Profile?

Roxy222uk — Sun, 21 Sep 2025 10:56:59 GMT

I cannot work out how to edit a customer profile. The instructions are:

From the Customers tab in your online Square Dashboard, click a customer’s name to view their full profile > click Edit.

What does this mean? When I got to my Customers page I can't see anyone's name. I use the search box but that does nothing. In the reply to this I shall show you what I see when I put a customer's name in the search box (attaching an image doesn't work in initial posts). Thanks.

Re: How to Edit a Customer Profile?

Roxy222uk — Thu, 02 Nov 2023 18:15:58 GMT

Re: How to Edit a Customer Profile?

Roxy222uk — Thu, 02 Nov 2023 18:17:10 GMT

As you can see it all cuts off after the words "using the Create"

Are the customer names supposed to be under this? I've had it look like this since I started.

Re: How to Edit a Customer Profile?

Breffni — Tue, 07 Nov 2023 10:33:34 GMT

Hi @Roxy222uk - thanks for your post.

Thank you for the screenshots - it looks like you might have a filter turned on at the moment. If you click Group: Filtered Results you should be able to switch to Group: All Customers;

Let me know if this works! 🙂

Re: How to Edit a Customer Profile?

Roxy222uk — Tue, 07 Nov 2023 14:41:47 GMT

Thanks, it wasn't that. I had a live online chat and the person logged into my dashboard, and then it suddenly started displaying properly. Before they they got me to try on Google Chrome, and it was even worse, and told me I had to make the letters small to fit everything in, which didn't help because the rest of the page just wasn't displaying. Before asking for help I had tried logging out and back in again. All the other pages displayed fine. I have no idea what made it change back when the support staff logged onto my dashboard.

Re: How to Edit a Customer Profile?

Breffni — Tue, 07 Nov 2023 15:49:02 GMT

That does sound strange @Roxy222uk - sorry about that.

I'm glad to hear that it's resolved now and you can access your directory.