So I know in the Appointments app when you check a customer out you can set it to save a credit card to a customer file automatically, but is there any plans to add that functionality to the Square for Retail app and checkout process? We prefer to use the Retail app for checkout, and would love to be able to automatically add credit cards to files after checkout.
Saving a card on file is doable from the Retail App also.
From Settings > Customer Management, toggle on Charge and Save Cards to Customer Profiles to save your customers’ payment card information from your in-app Customer Directory.
To save a card after a sale, toggle on Show Save Card Button After Checkout.
Hi Justin, following up here to confirm that that functionality is not available in the Retail app. There is no Customer Management under the Settings within the Retail app. That is only available in the Appointments app. It would be great if it could be added though as we do all checkout from the Retail app and would like to be able to save cards automatically.
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