Customer info

ZeppelinDoll — Fri, 24 Sep 2021 22:11:26 GMT

How do you create a form that collects and imports a customers name and email?

Re: Customer info

BofBArtStudio — Fri, 24 Sep 2021 22:55:31 GMT

If you have the Customer Engagement feature from Square, you can:

A. Add customer info from the Customers tab in the dashboard or POS

B. Create a Hosted Sign Up Page or Embedded Sign Up Form on your website. Do this in your dashboard under Customers->Settings->Email Collection.

C. Add Email Collection form after checkout on POS. On your POS click Settings->Customers and toggle on the Sign Up Screen