Create and manage Square customer groups

Before you start

Square must be connected. See connect Square.

Rename or delete a group

• Rename: click Edit on its row, change the Name, then click Save.
• Delete: click the bin button on its row, then Delete. This permanently removes the group from Square and cannot be undone.

Put loyalty members into a group

Creating a group does not put anyone in it. To fill it with your loyalty members:

1. Go to Loyalty › Overview, then choose your scheme.
2. Click Edit scheme.
3. Under Square integration, pick the group in Customer groups.
4. Click Update scheme.

Check it worked

You see Group created, Group updated or Group deleted.

A member discount does not apply on the till

• A discount limited to a customer group only applies when a guest in that group is attached to the bill on the till.
• Check the guest is a loyalty member, and that their scheme has the group under Customer groups.
• Check the discount on Square POS › Discounts is Automatic and limited to that group. See create Square discounts from Stampede.
• Group discounts work on Square POS and handhelds, but not on Square Online.

If something goes wrong

• No Square accounts are connected to this organisation. Connect Square first.
• Group name is required means the name was left empty.
• Failed to create group, Failed to update group or Failed to delete group means it did not go through. Try again in a few minutes.

Email support at agent@stampede.ai with:

• Your organisation name.
• The Square account and group name, or the voucher code Square rejected.
• What you were trying to do, and the message you saw.

Good to know

• Groups belong to the whole Square account, not one venue, so this page has no venue picker.
• A loyalty reward set up with Set up Square redemption uses its own customer group and a linked discount.
• Only Admin, Moderator, General Manager, Bookings Manager, Marketing and Reports can see Square POS.