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Square-Setmore Integration
Square-Setmore Integration

Take online and in-person payments with the Square integration.

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

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:


Enable Square in your web app💻

  1. Start by going 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.

4. Once enabled, navigate to Settings > Payments > Booking Page Payments to activate payments from your Booking Page, or go to Settings > Payments > History to see recent payments and issue refunds.


Taking payment in your web app💻

  1. 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.


Enable Square in your mobile app📱

  • Start by going to Account > Payments.

  • Next, choose the Square tile.

  • Tap the 'Activate' switch and follow the instructions to connect your Square account with Setmore. This process grants permission for Setmore to share and receive data.

Once activated, you can use the 'Customer Booking' menu to activate payments from your Booking Page, or use the 'Payment History' menu to see recent payments and issue refunds.


Taking payment from the mobile app📱

  • Start by tapping an appointment on your agenda or calendar view, then in the Appointment Details pop-up, tap 'Payment'.

  • Enter the payment details, including any additional items or discounts as needed. Tap 'Next' in the top-right corner when ready.

  • Lastly, Setmore will open the Square payment processing window where you can swipe, dip or tap to accept a card payment and complete the transaction.


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.


Additional resources

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