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Alumni

[New] Customer Search on Square for Franchises

Hello Franchisors!

 

We have made it easier for you to search for a customer across your entire franchise.

 

To help you better manage and triage customer support inquiries, we are enabling a customer search capability to allow you to search for customers across your entire franchise by name, email, and phone # from within your Square operating merchant account. 

 

From the search results, you can view customer contact information and time & location(s) visited. 

 

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This feature will help you triage customer support inquiries from your Website or other touchpoints.

 

To access this feature, you can login to your Square operating account and go to Marketing & loyalty > Customer Directory. From that page, click Franchise Directory.

 

You can also access it through your Square for Franchises dashboard by selecting Franchise Directory under Customers

 

Have questions? Feel free to ask in the comments section.

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Is the "Franchise Directory" currently only available for Square Restaurants, correct?

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Alumni

Hi @Provision - Square for Franchises can work across any type of Square point of sale. However, the current features are best suited for food and beverage sellers. 

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I don't have Franchise Directory.

 

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Alumni

Hi @Provision - this feature is only available thru the Square for Franchises product. It's not available in Square dashboard.

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