Manage Your Customer Account with Square Appointments

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If you book an appointment with a Square seller, you’ll have access to your own Customer Account to help you manage your calendar. You can review your upcoming and past appointment details — including services, staff, location, date and time.

Your Customer Account is also a great way to quickly book new appointments with your favourite businesses. Once have a profile, you can sign in with your phone number to quickly select services and staff — just enter the security code sent via text message so we can confirm it’s you.

Note: You will only be able to view your past and upcoming appointments with one Square seller at a time.

Sign In to Your Customer Account

Once you book an appointment with a seller, you can access your Customer Account on their booking site.

To sign in to your Customer Account:

  1. Head to the Square Appointments seller’s online booking site.
  2. Select Sign In. You can also access your profile by entering your phone number during the booking flow.
  3. Enter the security code sent to your phone.
  4. Select Sign In one more time.

Once you sign into 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.

If you need to update your information, please contact the Square seller. Once they change your account information on their end, your Customer Account will automatically update.

Book an Appointment

To use your Customer Account during the online booking flow:

  1. Head to the Square seller’s online booking site.
  2. Select the services, staff, date and time of the appointment.
  3. Select Sign In or enter your cell phone number from the customer details page.
  4. You’ll receive a confirmation text with a security code > enter the code.
  5. If the Square Appointments seller requires prepayment, enter your card information. You can also add a note to communicate any preferences.
  6. Tap Book Appointment.

Use Card on File

You can save a card to your Customer Account to expedite your booking and checkout flow. If a Square seller requires appointments 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.

Add Card During Booking Flow

To add your card during the booking flow:

  1. Head to the Square seller’s online booking site.
  2. Select the services, staff, date and time of the appointment.
  3. Select Sign In or enter your cell phone number from the client details page.
  4. You’ll receive a confirmation text with a security code > enter the code.
  5. If the Square Appointments seller requires prepayment, enter your card information. You can save your card information with this seller for future booking — just click Add a Card.
  6. Once you select Book Appointment, your card information will save 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.

### Save Card from Your Profile

You can also add your card on file directly from your profile. When a seller settles your payment for a booked appointment, rather than swiping or inserting your card, they charge your card on file.

To get started:

  1. Head to the sellers online booking site > Sign In.
  2. Enter your cell phone number and then the security code sent via text message to access your account.
  3. Click on your initials. Under Cards on File, select Add Card.
  4. Enter your card information > Add Card.

Update Your Card

You can update your card on file at any time. There is not a way to edit your existing card, but if you need to update, just remove your current card on file and add it again with the updated information.

  1. From your Customer Account profile, just head to the Cards on File section and click the X next to your saved card.
  2. Once you confirm by selecting Delete, your card will be removed.
  3. Enter your updated card information and save.

Read more about keeping your card on file.

Edit Profile Information

In order to update your Customer Account information, you’ll need to contact the Square seller you booked the appointment with.

Sign Out of Your Customer Account

To sign out of your Customer Account:

  1. From the seller’s booking site, click your initials on the top right.
  2. Select Sign Out.

If you’re a Square Appointments seller, learn more about how your customers can manage and book appointments with your business.