thread Re: color code customers in Archived Discussions (Read Only)

color code customers

InPlay — Thu, 26 Sep 2019 09:03:51 GMT

Is there a way to highlight or color code customers? Some of my customers have memberships, some have flex passes, etc...I would like to indicate which is which when they come in, without having to scroll to notes every time.

Re: color code customers

Tom — Fri, 27 Sep 2019 01:08:35 GMT

👋Welcome to the Seller Community, @InPlay!

I went to check on this and there isn't a way to color code customers in the Directory at this time—is that where you would like to be able to organize your customers? For now, the closest workaround that I can think of is creating manual groups for members vs. people with flex passes: Manage Customer Groups and Filters. With that, it may help you look up and manage specific customers a bit more quickly.

Hope this helps—if this doesn't quite make the mark, please don't hesitate to reply with a bit more information on your ideal setup. I'll be happy to surface your post with our Customer Engagement folks. 💯

Re: color code customers

gingerlywax — Thu, 19 Jan 2023 05:29:08 GMT

Will this ever be a thing? I've been asking since 2019.

Re: color code customers

JJ_ — Sat, 21 Jan 2023 00:43:22 GMT

Hello! I wanted to update everyone in this thread that Square Appointments - Color Code Calendar by Service is now available!