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Form for customer to enter their contact information

I use Square Invoices for my electrical contracting company. I asked customer for their information which they sent to me an email or text message, then I have to copy and paste each bit of it from that message into the Square customer directory. 

It would be really, really nice if I could give the customer a link to a page on Square’s website in which they could enter their own information into a form, click submit, and it would be added to my customer directory. 

Square is already set up for this type of thing, I could send them a link and they will see you there estimate or invoice on Square’s website. so I would think it would be pretty easy to set up a form for them to be able to enter their information. 

all users of Square take in customer information, this feature would simply cut out the middleman and make it easier for everyone. 

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Square Champion

@Electrician ;

If you are on a computer in a web browser goto  Marketing and Loyalty - Customer Directory - Settings - Email Collection.

Here is a Link :  https://app.squareup.com/dashboard/customers/settings/email-collection 

 

There are 3 ways to get people to sign up for your Marketing as a Customer.  The last one is a Hosted Sign up page were you could copy the Link then ask the customer to fill that out.

Keith
Owner
Pocono Candle

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Square Support Number 855-700-6000.
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I don’t want to sign people up for marketing. I want their name, email address, phone number, and mailing address. I want a place for them to enter it so I don’t have to enter it into estimates and invoices

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Square Champion

@Electrician ;

They can sign out of email marketing, it is the only way I know of through Square to collect a customers information.  The only other way would be to create a form in Google Sheets Download your cureent Directory there to the Sheet and then use that Google sheet to creeate a form.  Then use a Free QR generator to direct people to this form.  Then after they fill out the form you could upload the replys to Squares Customer Directory to add the Customers to Square yourself.  Now using the Customer Directory this way should get only the information your asking for and you ask the Questions and the customer fills out their responses.  I did this before, then I realized the earlier respose I gave use to ask basically the same questions but now only asks for phone and email??

  

This is not adding to a directory like it use to.

Keith
Owner
Pocono Candle

Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
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Since they have the ability to give me a link to have customers add themselves to my marketing services, then it should be very easy for them to provide a link for me to give customers to fill out their basic contact information.  This would be something that I would think everyone would be able to use.

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