How do I customize the new customer personal information fields at the POS?

[colorsofglass]

How can I customize the information for a new customer at the POS screen?

There are fields that I do not need and fields that are more important than others and would like to arrange as such.

This would speed up the process when checking out for the first time.

[Chad]

Hello @colorofglass! 

You can adjust the fields on your Square Dashboard! Once you're signed in head to the Customers tab and then Settings. You'll see the option under Configure Profiles. Fields you can't edit or remove are name, phone, and email address. You can edit the order of tall the fields as well. 🙂

[colorsofglass]

Hello, Thank you for your response. I have made the changes that you are referring to and they are grouped into visible fields and invisible fields. It is the invisible fields such as an address, company, reference ID, that are still visible on the sign in screen for a New Customer. This is information that I do not need for my in-store customers and would save both of us time if it was not there. 

[Helen · Accepted solution]

@colorsofglass Helen here stepping in for Chad today. Any fields that you disable from the settings section of your Dashboard - and that appear in the Invisible section- should not display when you tap Create Customer in the app.

Can you try closing and reopening the app, or checking for an update to the Point of Sale app in the App Store/Google Play store on your device? 

[colorsofglass]

Hi, I saw no updates, I did end up shutting down not only the app but inadvertently the entire system. By the time I got everything up and running again the fields did change, so I Thank You for that.

John 

[Helen]

Glad to hear it John! Thanks for your patience with this! 🙂

[SabrinaONQC]

Hi, I've added new customer fields and made them 'visible' but how do I make these visible and mandatory to complete when a customer is purchasing online?  I've tested a number of times including shutting down my computer to make sure the changes are in effect but they are still not there.

[sayra]

Hey @SabrinaONQC,

In your Square Online Dashboard under > Customers > Email Collection, you have 3 options to add your custom fields. You can embed a Sign-up form, copy and paste the link on your online store or add a screen after checkout. However, Square cannot make this mandatory. 

You can also take a look here to learn more about adding a contact form to your Square Online Store. 

Hope this helps. Let me know if you have any other questions?