You sure can! Once you have enabled your settings, you’ll be able to start saving your customer’s cards. There are three ways that you can save a customer’s card: before a sale, after a sale, or through the Customer Directory in your Register App. Here they are:
Before a sale
Note: It’s a little easier using your device in landscape view.
- Tap the drop-down arrow in the upper-right corner > Add Customer.
- Select an existing customer from the list or tap Create New Customer.
- Tap Edit Personal Information > scroll to the bottom and tap Add Card.
- Swipe the card or manually key in the card information. You’re required to enter the customer’s name and email address.
- Have your customer enter their email address for receipts.
- Have your customer authorize the card on file for future purchases by entering their billing ZIP code. Your customer will receive an email confirming that you have saved a card on file for them.
- You’ll see Card Saved once it’s linked to the customer’s profile. If your business has multiple locations, you can use a saved payment card to process a transaction at any of them.
After a sale
To start, ring up your customer as you normally would. Once you’ve completed the payment, you can store the payment card information used in the sale using the steps below.
- Tap the add card icon in the top-left corner of the All Done Screen.
- Select an existing customer or tap Create New Customer.
- Use steps 3-7 from the section above, “Before a sale” to add and save the payment card information.
From your in-app Customer Directory
- Open the Square app and tap the following icon:
- Tap Customer > select an existing customer from the list or tap Create New Customer.
- Use steps 3-7 from the section above, “Before a sale” to add and save the payment card information.
Hope this helps!
Sean
he/him/his
Product Manager | Square, Inc.
