Customers are automatically added to Birrdi the first time they make a reservation.
You can also add customers manually, which is useful for:
Creating a customer before their first reservation
How to Add a Customer
Navigate to the Customers page.
Click Add Customer in the top-left corner.
Complete the required information:
First Name (Required)
Last Name (Required)
Phone Number (Required)
Email Address (Optional)
Click Confirm Add Customer.
Once saved, the customer will immediately appear in your Customer Directory.
Automatic Square Sync
Every customer created in Birrdi is automatically synced to your Square Customer Directory.
There is no need to manually create the customer in Square.
Birrdi keeps the customer records linked between both systems, ensuring reservations, payments, memberships, packs, and customer information remain synchronized.
Common Questions
Do I have to enter an email address?
No.
Only the following fields are required:
First Name
Last Name
Phone Number
Email addresses are optional but recommended for customer communications.
What phone number format should I use?
Enter the customer's mobile phone number.
Using the international format (for example, +13478780321) is recommended, but Birrdi will accept common phone number formats.
Will this create a duplicate customer in Square?
No.
When you create a customer in Birrdi, the customer is automatically synchronized with your Square Customer Directory.
This keeps both systems connected and eliminates the need to manually add customers in Square.
Will customers created in Birrdi always appear in Square?
Yes.
Every customer added through the Birrdi Customer Directory is automatically synced to your Square Customer Directory, ensuring customer information stays consistent across both platforms.