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Set Up Online Booking with Square Appointments

Square Appointments

Accept payments and bookings with the all-in-one scheduling solution from Square.

Square’s online scheduling software and tools with Square Appointments provides a variety of ways for your clients to book appointments with you.

There are three options for setting up online booking:

  • Create a free and simple online booking site with Square Appointments that your clients can access if you don’t have one of your own.

  • Create a free, custom full-service website with Square Online that allows clients to book appointments, purchase items, and stay up-to-date with your business.

  • Embed a booking widget or button on your existing website built outside of Square, or add a booking button to your email, so clients can easily request appointments based on your availability.

Create a Simple Booking Site with Square Appointments

Your online booking site can be a simple webpage where you can list business hours and get bookings that sync with your calendar. It's included in your Square Appointments subscription and is easy to set up right from your online Square Dashboard.

After you’ve created your online booking site, share the URL provided in the Online Booking tab of your Square Appointments dashboard, or invite your clients via email and social media to give them immediate access to your booking site. If you’re managing multiple locations, each location will have a unique booking URL and setup page that can be viewed by switching locations from the Online Booking tab.

Square-Appointments-Online-Booking-Channels-EN

The business information reflected in your online booking site can be edited from the Locations section of your online Square Dashboard. Settings for staff and appointments services can be edited from your Dashboard as well.

If you ever need to take your booking site down, disable your Square Appointments online booking site.

Create a Custom Full-Service Site with Square Online

You can create a free website with Square Online and allow clients to book appointments, purchase items, and stay up-to-date with your business. Bookings and orders from your website are automatically synced with Square Appointments and your POS.

To set up a Square Online site from your Appointments dashboard:

  1. From your Square Appointments dashboard, go to Online Booking > Channels.

  2. Under the Square Online option, select Preview & Edit to start creating your website. It may take some time to generate.

Learn more about creating a Square Online booking site from Appointments. If you already have a Square Online site, try adding an online booking page to Square Online.

Create a Booking Button for Your Existing Site

Add a booking button to your website or your email signature. The button will take your clients to your Square Appointments online booking site. To create a booking button:

  1. From your Square Appointments dashboard, go to Online Booking > Channels.

  2. If managing multiple locations, select a location from the dropdown menu.

  3. Under "Add your booking flow to an existing site," click Get Started.

  4. Choose one of the following options:

To get a booking flow URL to add to your website

  1. Click Get URL.
  2. If you have multiple locations, select your location.
  3. Copy and paste the booking flow URL to add to your exisiting website.
  4. Click Done.

To add a booking button to your website

  1. Click Create button
  2. If you have multiple locations, select your location.
  3. Customize the button color, text, shape, and font.
  4. Copy and paste the HTML code to embed the button on a website or email.
  5. Click Done.

To add the button to an email signature

Either add the code to your email signature, or right click the button preview, copy it, and paste it into your signature. Choose the one that works best for your email client.

To embed the booking flow on your website

  1. Click Get embed code
  2. If you have multiple locations, select your location.
  3. Copy and paste the HTML code to add to your existing website. Your clients can book directly on your website without being taken to a flow in another tab or window.
  4. Click Done.

Once you've successfully set up online booking, you can invite clients to book online.

Note: The ability to accept Afterpay is not yet available with your Square Appointments online booking site. Learn more about Afterpay and Square.

Collect Appointment Notes with Online Booking

Clients can add notes and details such as allergies, birthdays, preferred pronouns, etc. when they book with Square Appointments.

Appointment notes appear in your appointment details as a message from client to ensure you're able to tailor and personalize the experience.

Create an Online Booking Site QR code

You can send your clients a digital QR code, or print one out and display it on your shopfront or countertop. Customers can scan it and be taken directly to your Square Appointments online booking site.

To get your unique QR code:

  1. From your Square Appointments dashboard, go to Online Booking > Settings.

  2. Under Booking site QR code, select your location.

  3. Choose between QR code only or Ready to print QR code and message.

  4. Click Get QR code.

  5. Print this page or save the QR code directly on your device as a PNG file.

Note: The default custom message cannot be changed.

Important Notes About Online Booking

  • If you choose a staff member who doesn’t have the selected service assigned to them, that service will not appear in the widget.

  • Edits made to the widget will automatically update anywhere that widget is installed.

  • Deleting a widget from your dashboard will not automatically delete embedded widgets on other websites. If the deleted widget code is not removed from a website, an error message will display in place of the widget.

  • Staff and services visible for online booking can be managed from the Staff or Services sections of your Appointments dashboard, or you can override these settings with advanced widget options.

Set Up Advanced Widgets

You can create a widget that only shows specific services, specific staff or a combination of both using Advanced Widgets.

To do so:

  1. Navigate to Online Booking > Advanced Widget.

  2. Select Create New Widget.

  3. Choose a name for the widget, or leave the default name.

  4. Customize the staff and services to include > Save.

  5. To edit or delete a widget, select Edit.

Note: If you choose a staff member who doesn’t have the selected service assigned to them, that service will not appear in the widget.

Note: All service variations will be displayed regardless of any Online Booking settings (i.e. even if a variation has the ‘Bookable by Customers Online’ setting turned off).

Edits made to the widget will automatically update anywhere that widget is installed. Deleting a widget from your dashboard will not automatically delete embedded widgets on other websites. If the deleted widget code is not removed from a website, an error message will display in place of the widget.

Sell Retail Items with Your Square Online Booking Website

Learn more adding items and categories to your Square Online site.

Note: Classes are not compatible with the following features: Custom booking button, book now button, QR code.