We have a birthday club and our customers get handwritten cards mailed to them in their birthday month. We do not want to change this to email. I am looking for a way to track birthdays in Square and then run a monthly report so I can handwrite and address the cards. Is there a way to do this in Square?
If you go to your Customer Directory in your Square Account Dashboard, then click on CREATE - in the pop-up for adding your Customer's Birthday, at the bottom there is Birthday Field - so yes, you can collect that info. You can also select any current Customer and Edit their profile to add their Birthday. I'm not sure if there's a specific Report or Filter to run to get the Birthday info however, if you EXPORT the data to CSV format you will see the Birthday Field - from there using Excel, you can create any type of Report you need. Perhaps another volunteer Community Member knows of a canned report that will give you the Birthday, if not, then exporting the Customer Directory is your best option.
If you go to your Customer Directory in your Square Account Dashboard, then click on CREATE - in the pop-up for adding your Customer's Birthday, at the bottom there is Birthday Field - so yes, you can collect that info. You can also select any current Customer and Edit their profile to add their Birthday. I'm not sure if there's a specific Report or Filter to run to get the Birthday info however, if you EXPORT the data to CSV format you will see the Birthday Field - from there using Excel, you can create any type of Report you need. Perhaps another volunteer Community Member knows of a canned report that will give you the Birthday, if not, then exporting the Customer Directory is your best option.
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