Square simplifies point-of-sale transactions and payment management for your business. By combining Square with Setmore, you can book customer appointments and take payments online and in-person.
Not only that, your Booking Page displays options to prepay using Apple Pay and/or Google Pay (G Pay), giving customers extra flexibility.
Requirements:
Your Setmore account: The Square integration is available to all Setmore plans in the US, UK, Canada and Australia.
Your verified Square account: Make sure you have completed the Square setup process, along with basic identity verification, prior to activating this integration. Without identity verification, you won't be able to take card payments. Learn more >
Not using Square? Sign up here:
How to connect Square (web app 💻)
Go to Settings > Payments > Square.
2. Click 'Connect'.
3. You'll be prompted to log in with your Square credentials, so you can grant access to the Setmore app.
Once connected, 'Accept Booking Page payments' will be toggled on automatically. Make pre-payments mandatory by switching on 'Require payment upfront'.
Go to Settings > Payments > Payment history to view recent payments and issue refunds.
How to take payment (web app 💻)
Start by clicking an appointment in your calendar, then in the Appointment details pop-up, click 'Payment'.
2. In the Payment section, click 'Take payment'.
3. Next, once you've checked all service information, press Continue.
4. Under ‘Payment details’, choose your payment method: Terminal, card reader, or manual.
How to disconnect Square (web app 💻)
Go to Settings > Payments > Square.
Click 'Disconnect'.
Select 'Yes, disconnect' from the pop-up.
How to connect Square (mobile app 📱)
Go to Settings > Payments.
Choose the Square tile.
Tap the 'Connect to the Square app' button and follow the instructions to connect your Square account with Setmore.
Once connected, you can use the 'Customer Booking' menu to enable payments from your Booking Page, or the 'Payment History' menu to view recent payments and issue refunds.
How to taking payment (mobile app 📱)
Tap an appointment, then in the Appointment Details pop-up, tap 'Payment'.
Confirm the payment details, including any additional items or discounts as needed.
In the Square payment processing window where you can tap to accept a card payment and complete the transaction.
How to disconnect Square (mobile app 📱)
Go to Settings > Payments.
Choose the Square tile.
Tap the 'Disconnect from the Square app' button.
FAQs
While trying to take payment, I received the error message "Credit card processing is not enabled." What should I do?
You may receive this error, or "Not approved to accept credit cards," if you haven't completed identity verification in your Square account setup.
Sign into your Square dashboard and click 'Setup Guide'.
Select Get Paid > Verify Your Identity.
Enter all the requested information.
If you have any trouble entering information, keep these tips in mind:
Enter your legal first and last name. If you recently changed your name, try entering your previous name.
Use your current home address. If this is the address you initially entered, or if you have moved within the last 6 months, try using your previous home address.
How do I activate Booking Page payments?
This support article gives you step-by-step instructions so customers can prepay for appointments online.
Do all of my customers have the option to pay using Apple Pay and Google Pay (G Pay)?
Yes. However, the payment options your customer sees depend on the browser they use. The 'Buy with G Pay' button will display in Chrome, Firefox, Edge, Safari and other browsers.
Both the 'Buy with G Pay' and 'Apple Pay' buttons will display in Safari browsers. Additionally, the Apple Pay option will be available to those using iPhone with touch ID and Macbook.