Your CRM, fed automatically by every transaction.
Square Customer Directory builds a profile every time someone uses a card, books an appointment, or pays an invoice. Lifetime value, visit cadence, last category bought, notes, tags — without you ever maintaining a spreadsheet.
Best for
Built for these operators
- Operators who've never had a real customer database
- Service businesses that want notes, preferences, and history attached to a name
- Multi-channel merchants whose customer data is stuck in three apps
- Anyone running Square Marketing or Loyalty (this is the substrate)
What it does
Capabilities that matter on day one
Auto-built from every transaction
Card payments, appointments, invoices, and online orders all create or update a customer record. Email and phone are deduped automatically.
Lifetime value + visit cadence
Each profile shows total spend, visit count, average ticket, last visit date, and category breakdown. "Sarah is a high-value regular who hasn't been in for 8 weeks" surfaces immediately.
Notes, tags, custom fields
Per-customer notes (color preferences, allergies, birthday, kid's name), tags ("VIP," "wholesale," "events"), and custom fields. Visible to staff at checkout.
Customer-specific pricing + terms
Assign pricing rules per customer (B2B tiers), default payment terms (NET 15/30/60), preferred payment method, and delivery preferences.
Segmentation feeds Marketing + Loyalty
Auto-segments (regulars, lapsed, VIP, first-timers) flow into Square Marketing campaigns and Loyalty tier eligibility. No list export, no CSV imports.
Privacy-respecting + compliant
Customer can opt out of marketing at any time; Square honors it across all channels. Data export and deletion supported per CCPA/GDPR scope where applicable.
How SugarPay deploys it
From signed contract to working configuration
- 01
Smart Receipts on at every checkout
We turn on Smart Receipts so customers can opt in to email/SMS receipts at checkout — the cleanest way to grow the directory without a sign-up sheet.
- 02
Existing customer import
If you have a customer list elsewhere (CSV, MailChimp, Toast, etc.), we import and dedupe into Square. Tags and pricing rules preserved.
- 03
Tags + custom fields
Define the tags and fields that matter to your business — VIP, allergies, kid's name, wholesale tier — so staff has context at the counter.
- 04
Wire up Marketing + Loyalty
Auto-segments feed campaigns and loyalty tiers. We help you switch on a few high-leverage automations (welcome, birthday, win-back) on day one.
Pricing
Free with a Square account
Square Customer Directory is included at no additional cost. Marketing, Loyalty, and other ecosystem products that build on it have their own pricing.
SugarPay does not mark up Square's software pricing. See the disclaimers for our reseller compensation disclosure.
Pairs especially well with
The cross-sell math is real
Square Marketing
Email and SMS campaigns powered by your real sales data.
Square Loyalty
Star-based rewards that turn one-time buyers into regulars.
Square Invoices
Branded invoices, recurring schedules, ACH at 1% capped.
Square Appointments
Online booking, deposits, and no-show enforcement on autopilot.
Square Online
Branded eCommerce on the same catalog as your POS.
Industries using Customer Directory
See the playbook for your business
Stop running blind.
Your sales already know your customers — let's organize the data so you can use it.
Activate Customer Directory →