In Square Point of Sale, staff can add a customer during checkout. Staff should open the sale, choose Add Customer, and either find an existing customer or create one. When using SpenVest, the staff member should use the SpenVest customer identification workflow supported by the merchant's setup, then continue checkout normally.
Square checkout identification
Start the sale in Square POS
Add items to the cart as normal in your Square Point of Sale app.
Add customer to the sale
Tap 'Add Customer' during checkout. Search for an existing customer or create a new customer profile using the SpenVest member code or details from the QR scan.
Confirm customer is attached
Verify the customer name or identifier appears on the sale before proceeding to payment.
Complete payment normally
Process payment through Square as usual. The customer identification step does not change your payment workflow.
Square supports adding a customer to a sale during checkout and managing customer records through Customer Directory. Depending on your Square plan and device, exact screens may vary.
Official Square help links
Square workflows may vary by device, app version, and provider plan. Refer to the official Square help links above for the most current instructions.