I have square retail and need to have mandatory info filled out when customer checks out.

[debsteele73]

I need to follow up with customers when they purchase a particular item.  I need to collect

Names and email address maybe phone number.

[JJ_]

Hello there @debsteele73 

Welcome to the Seller Community! 👋🎉

What I would recommend would be activating your Customer Information Collection Screen at checkout. This would help you have all the necessary information to be able to follow up.

Collect Customer Information from the POS Sign-up Screen

1. Open the Square POS app, then tap ≡ More > Settings > Customers.

2. Tap Sign-Up Screen > toggle on Collect customer data after sale.

3. Go to the Data section and click Add/remove data to select the customer data you want to collect or create new data fields under Configure Profile.

4. In the Messaging and coupon section, edit the headline, and sub-headline, and choose to add a coupon to send to your customers. If you want to do this, click Create a coupon > Coupon type > Coupon amount > Expires. Tap Preview to see what will be sent to your customers.

Note: This feature is currently available on iPad only. If you are using Square Loyalty, then Square Loyalty takes precedence over customer signup in the checkout flow.

I hope this information is helpful!