Good question, @JemDesigns!
At the moment, we don't have the ability to search for customer notes or specific keywords within the Customer Directory, beyond personal details like names or email addresses. It sounds like you're looking for a feature that would automatically notify customers when an item is back in stock.
While this feature isn't available, you can set a reminder for yourself within a customer note. The reminder will appear as a push notification on your device, as well as an in-app alert in your 'Notifications' tab, showing the customer's name and note text. You can set this reminder when you create the note, or go back later to add follow-up reminders as needed.
To add a note and set a reminder from your app, follow these steps:
1. Navigate to the customer profile, scroll down the page to 'Notes' and select 'Add Note'.
2. Enter your text and select the ellipses (three dots) at the top to 'Add reminder'. Enter the date/time and select 'Add'.
3. Select 'Save' to apply the changes.
Additionally, there are a few manual methods you can use to manage notifications for your customers:
1. Manual Notification: If youโve collected customer emails or phone numbers through your website or in-store interactions, you can manually reach out to them when the item is restocked.
2. Email Campaigns: Square offers email marketing tools that allow you to send out newsletters or announcements. You could create a campaign notifying your customers when the item is available again.
I hope this helps! Feel free to reach out if you have any more questions. ๐
Good question, @JemDesigns!
At the moment, we don't have the ability to search for customer notes or specific keywords within the Customer Directory, beyond personal details like names or email addresses. It sounds like you're looking for a feature that would automatically notify customers when an item is back in stock.
While this feature isn't available, you can set a reminder for yourself within a customer note. The reminder will appear as a push notification on your device, as well as an in-app alert in your 'Notifications' tab, showing the customer's name and note text. You can set this reminder when you create the note, or go back later to add follow-up reminders as needed.
To add a note and set a reminder from your app, follow these steps:
1. Navigate to the customer profile, scroll down the page to 'Notes' and select 'Add Note'.
2. Enter your text and select the ellipses (three dots) at the top to 'Add reminder'. Enter the date/time and select 'Add'.
3. Select 'Save' to apply the changes.
Additionally, there are a few manual methods you can use to manage notifications for your customers:
1. Manual Notification: If youโve collected customer emails or phone numbers through your website or in-store interactions, you can manually reach out to them when the item is restocked.
2. Email Campaigns: Square offers email marketing tools that allow you to send out newsletters or announcements. You could create a campaign notifying your customers when the item is available again.
I hope this helps! Feel free to reach out if you have any more questions. ๐
