Manage your Customer Profile with Square Appointments
About Customer Profiles
If you book an appointment with a Square seller, you’ll have access to your own Customer Profile to help you manage your appointments, cards on file and communication preferences. You can review your upcoming and past appointment details—including services, staff, location, date and time.
Your Customer Profile is also a great way to quickly book new appointments with your favourite businesses.
Before you begin
Once you book an appointment with a seller, you can access your Customer Profile with the seller on their booking site.
You can also save a card to your Customer Profile to expedite your booking and checkout flow. If a Square seller requires prepayment or holding your card for No-Show Protection, you can select your saved card without entering your card information each time you book an appointment. To use a gift card, it must cover the total due amount at the appointment booking.
Step 1: Sign in to your Customer Profile
Go to the Square Appointments seller’s online booking site.
If you are not signed in, select Sign In.
Enter the security code sent to your phone.
Select Sign In one more time.
Once you sign in to your account, you’ll see your initials on the top right. You can view your contact information, as well as a list of your past and upcoming appointments.
Sign out of your customer profile by clicking Sign Out from the top right corner of the seller’s booking site.
Step 2: Book an appointment using your Customer Profile
Go to the Square Appointments seller’s online booking site.
Select one or multiple services, available staff, date and time of the appointment.
Select Sign In or enter your cell phone number from the customer details page.
You’ll receive a confirmation text with a security code > enter the code.
If the Square Appointments seller requires prepayment or a card, enter your card information. You can also add a note to communicate any preferences.
Select Bookings > Book Appointment.
Step 3: Use a card on file (optional)
- Go to the Square seller’s online booking site.
- Select one or multiple services, available staff, date and time of the appointment.
- Select Sign In or enter your cell phone number from the client details page.
- You’ll receive a confirmation text with a security code > enter the code.
- If the Square Appointments seller requires prepayment, enter your debit, credit or gift card information. You can save your card information with this seller for future booking – just click I authorize.
- Once you select Book Appointment, your card information will be saved to your Customer Account.
- Keep in mind, when you save your card information you’re authorizing the Square seller to charge your card on file for future transactions.