Archived Articles (Read Only)

srutz_SQ · ‎09-11-2023

Hi Sellers! 👋 We’ve refreshed the design of customer profiles in order to help you more efficiently reference important customer information like Card on File, Notes, Loyalty, and more. Quickly find and act on the information you need with this new and simplified layout. Car

srutz_SQ · ‎09-11-2023

Hi Sellers! 👋 We’ve refreshed the design of customer profiles in order to help you more efficiently reference important customer information like Card on File, Notes, Loyalty, and more. Quickly find and act on the information you need with this new and simplified layout. Car

tranguyen · ‎04-12-2023

Hi Seller Community! We’re happy to introduce first and last visit filters. Now you can easily segment and filter for new customers who just made their first visit and lapsed customers who haven’t visited in a few months, based on your own definitions and parameters. This fil

srutz_SQ · ‎03-31-2023

Hi Seller Community! We’re happy to introduce first and last visit filters. Now you can easily segment and filter for new customers who just made their first visit and lapsed customers who haven’t visited in a few months, based on your own definitions and parameters. Thi

srutz_SQ · ‎03-31-2023

Hi Seller Community! We’re happy to introduce first and last visit filters. Now you can easily segment and filter for new customers who just made their first visit and lapsed customers who haven’t visited in a few months, based on your own definitions and parameters. Thi

srutz_SQ · ‎03-30-2023

Hi Seller Community! Segmentation is key to understanding your customers, marketing to them, and gaining customer insights. We’re happy to announce that we’ve recently improved our Directory interface to increase discoverability and usability for Filters, Smart Groups, and Manual Gr

tranguyen · ‎03-30-2023

Hi Sellers! 👋 Now, you can more quickly and accurately identify your customers by using your iOS (iPhone, iPad) camera to scan a ‘reference ID’ via QR code or barcode. This will add the customer to the sale and can also apply an associated discount. This functionality builds upon a

tranguyen · ‎07-07-2022

Hello Seller Community, We want to let you know of an upcoming change to how you can use Instant Profile to automatically collect customers’ information. What are Instant Profiles? Instant Profiles are customer profiles that are automatically created following a transaction.

Ryan_M · ‎03-08-2022

Hi Seller Community! As you know, providing a quick, easy, and personalized checkout experience for your in person, repeat customers increases sales, retention, and customer satisfaction. We’re excited to announce a quicker way to add customers at checkout and see their full customer

Seamus · ‎03-07-2022

Hi Seller Community! As you know, providing a quick, easy, and personalised checkout experience for your in person, repeat customers increases sales, retention, and customer satisfaction. We’re excited to announce a quicker way to add customers at checkout and see their full customer profi

Archived Articles (Read Only)

[Improvement] Customer Profiles (Card on File, Loyalty, Notes, Files)

[Improvement] Customer Profiles (Card on File, Loyalty, Notes, Files)

[New] First & Last Visit Filters

[New] First & Last Visit Filters

[New] First & Last Visit Filters

[New] Smart Group Templates + Improved Segmentation UI

[New] Scan QR Codes & Barcodes from iOS device camera

Instant Profiles are Now Enabled by Default

Add a Customer at Checkout to Deliver Faster, Better Service.

Add a customer at checkout to deliver faster, better service