Square Get Started Guide
The Square app is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers. Whatever your business’ size, Square has the tools you need to grow. Manage locations and team members from an administrator account, customize inventory and get advanced sales reports to make informed decisions about your business from the online Square Dashboard.
Before accepting payments with Square, you should make sure you’re using a supported device and that your account is ready to go when you are. Follow these simple steps to get started:
Set Up Your Business
After you’ve signed up and activated your Square account, you’re ready to customize your Square app and item library to make checkout a breeze. Follow these steps to set up your app:
Create Device Codes to pair your devices to your business locations.
Accept Payments and Run Your Business
With your library and settings established, you and your staff will be able to quickly accept payments in-person, over the phone, and through invoices. Send customers receipts, or process refunds to keep your customers happy. Read these steps to learn how to use Square to run your business:
Make The Most of Your Business Data
Square gives you access to your payment data, including item and modifier sales, taxes, discounts and customer behaviour, all from your online dashboard. Learn how to view, download and make the most of your data:
We work hard to make Square easy to use and intuitive. But just in case you run into trouble, follow the steps below to resolve most issues:
If you have trouble creating an account, review these signup troubleshooting tips
Grow your Business with Square
Once you start accepting payments with Square, expand your business with partner integrations and more.
Connect with Third-Party Apps
|Create Custom Apps||Square’s existing tools are just the start. Create custom apps for your data or connect with the services you already use.|
Engage with your Customers
|Upload Customer Directory||Manage your customer information from your online Square Dashboard or the Square app.|
|Reach out to your customers||Send marketing campaigns, offers and announcements to customers directly from your online Dashboard in minutes.|
|Set Up Square Online||Create a powerful, professional eCommerce website with Square’s eCommerce partners and track all your sales in one place. Connect your Square account to accept online payments and sell your items. If you’re working with a developer, integrate with Square using Square’s Developer Tools.|