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Guide des premiers pas avec Rendez-vous Square

Rendez-vous Square est un système d’établissement de calendrier d’une grande souplesse pour votre entreprise et d’une grande simplicité pour les clients. Le présent guide vous aidera à mettre sur pied et à exploiter votre compte Rendez-vous Square, ainsi qu’à en tirer le maximum.

Fonctionnalités et tarification

Lorsque vous vous sign up for Square Appointments, vous obtenez l’accès aux outils d’établissement de calendrier de Square. Qu’ils vous connaissent ou soient sur le point de vous découvrir, les clients trouveront facilement les détails de vos services. Ils pourront aussi consulter votre disponibilité et prendre des rendez-vous à partir de votre site Web ou de votre site de réservation Square gratuit.

Essayez gratuitement durant 30 jours les fonctionnalités de Rendez-vous Gratuit, Plus ou Premium afin de savoir laquelle de ces formules convient à votre entreprise.

Appointments Plan Monthly Cost Locations Staff
Free $0 per month for a single location. 1 location only Unlimited
Plus $29 per month, per location. Unlimited Unlimited
Premium $69 per month, per location. Unlimited Unlimited
Custom Pricing* Contact sales Unlimited Unlimited

Renseignez-vous au sujet des frais de traitement des paiements de Square et de Appointment plans and features.

Démarrer

L’application Rendez-vous Square peut être utilisée avec les compatible iOS devices et Square Register.

Download Square Appointments on iOS

If you are using a compatible iPhone or iPad, you can download the Square Appointments app for free from the App Store your iOS mobile device.

Use Appointments on Square Register

  1. Sign in to Square Register: To get started for the first time with Square Appointments on Square Register, simply sign in using your email and password and create or select an existing profile. Note: Signing in using a device code is not yet supported with Square Appointments.
  2. If this is your first time using the Square Register and you’ve already completed setup, make sure to check for an update by tapping Settings > Hardware > General > About Register > Software Update.
  3. If you have already been accepting payments on Square Register using Square Point of Sale, simply sign out of your device. Next, sign in using your email and password and select Square Appointments.

Read more about downloading Square Appointments.

Set Up Multiple Locations

If your business has multiple locations, you can create separate location profiles to help organise your staff and booking information per location. There is no extra cost for setting up multiple locations for Square Appointments.

Learn how to manage multiple locations with Square.

Personnel

La première étape de la configuration d’un rendez-vous en ligne consiste à créer des profils de rendez-vous pour vous et pour vos employés. Dans chaque profil, vous êtes en mesure de configurer les heures de disponibilité, les services offerts et les autorisations générales.

Remarque : Rendez-vous pour particuliers est gratuit, mais dès lors que vous créez un profil d’employé, nous facturerons des frais d’abonnement mensuel.

Create Staff

When you create staff members, you can edit access to their calendar, set their availability for booking, and manage their notification settings. Allow different levels of access when you create a staff profile and assign staff to a specific permission group. If you have multiple locations, you can assign staff to one, or all locations.

Learn more on how to create staff.

Set Staff Hours

You can set distinct hours for each staff member, independent from the location business hours. Clients can only book an appointment with a staff member during the hours they are available.

Learn more on how to set staff hours.

Timecards

Create a staff member and assign a passcode to track your staff member’s hours. With Square Timecard Reports, you’ll save time calculating staff member’s hours and running payroll.

Learn more on how to use Timecard Reports.

Adjust Staff Visibility

If you’d like to add or remove a staff member from your online booking site, you can do so from their staff profile. Clients won’t see staff members unless they are enabled for online booking.

Learn more on how to adjust staff visibility.

Commission Tracking

Offer your staff more ways to earn money. You can assign your staff unique commission rates based on tenure and apply a flat commission rate for all retail items sold. Incentivise your staff by setting up tiered commission rates.

Learn more about commission tracking.

Découvrez comment Centre d’assistance et créer des membres du personnel.

Services

La prochaine étape pour accepter les rendez-vous par le biais de votre compte Square consiste à créer les services pouvant être réservés. Vous pouvez activer les services de réservation en ligne et choisir le personnel qui peut offrir les services en question.

Create Services

You are able to create services from the Service Library in the Items section of your online Square Dashboard or from your Appointments app. When creating services, in addition to setting the price and duration, make sure to enable them for online booking.

Learn how to create services.

Services Pricing

There are a few options for pricing your services. You can choose to either make a service a Fixed Price or a Variable Price to handle pricing on a case-by-case basis. You can also provide a Display Price, which will appear next to the service during online booking.

Learn how to add pricing to servies.

Enable Services for Online Booking

Once you create services, you can enable or disable visibility for online booking. If you have a seasonal service, or maybe just unavailable for a limited time, you can hide your services without deleting them by disabling Online Booking Visibility.

Learn how to enable services for online booking.

Assign Services to Staff

Not all staff members offer the same services. Tailor the service listing for each staff member on their individual profile. The services you enable for a specific staff member will appear when your clients go to your free online booking site.

Learn how to assign services to staff members.

Edit Display Order of Services

You have complete control over the order in which your services appear. By default, your services will appear in the order in which you create them. Try putting your most popular services at the top of the list featuring specialty services, or simply use the default listing order.

Learn how to Edit Display Order of Services.

Renseignez-vous au sujet de la création et modification de vos services.

Réservation en ligne

L’utilisation d’un site de réservation en ligne Rendez-vous personnalisé permet de transformer votre entreprise en entreprise numérique. Utilisez les outils suivants pour gérer facilement votre site de réservation.

Set up your Square Appointment Booking Site

You have access to a free online booking site for your clients to schedule appointments with you and your staff. If you have multiple locations, each location will have a unique URL.

Learn how to set up online bookings with Square Appointments.

Set up a Booking Site QR code

You can send your clients a digital QR code, or print out your QR code and display it on your shopfront or countertop so customers can scan it and be taken directly to your online booking site to book their own appointments.

Learn how to set up your unique QR code via the Appointments dashboard.

Make a Test Appointment

Once you create your services and staff members, it’s helpful to go through and book a test appointment. To get comfortable adding events to your calendar, head to your online Appointments dashboard and create a test appointment. Test appointments are helpful since the process will be the same if you decide to book an appointment for a client on your end, rather than directing them to your booking site.

Create a Personal Event

In addition to client appointments, you can add personal events to help keep your schedule centralised. Booking a personal event, like a lunch, will update your status to unavailable for online booking during the length of the event.

Accept Appointments Manually or Automatically

Depending on your preference, you can review each requested appointment from your clients before accepting, or automatically accept all appointments when they are requested. Configure your settings via your online Square Dashboard.

Set Billing Requirements for Booking

Select from three payment options for booking online: No Requirements to Book Appointment, Hold a Card for No-Show Protection, and Require Prepayment.

Read more about payment requirements for booking.

Hold Card for No-Show Protection

Enabling No-Show Protection will require clients enter their card information before the appointment is successfully booked. When you enable No-Show Protection, you can set the minimum amount of time you require for a cancellation and also the dollar or percentage to charge if your client cancels outside of your cut-off time.

Customise Your Profile

Edit your business information for a single or multiple locations. The name, location, and contact details in your location profile will appear on your booking site, website widget, and email communications.

Embed Appointments Booking on Your Website

If you already have a website, embed a booking button or widget by inserting your unique HTML code that is generated automatically for each Appointments account. You can also customise the text and colour of your booking button to make sure it fits your website’s design.

Read more about using the booking embed widget.

Set Your Cancellation Policy and Fee

Every business is different, so being clear about your cancellation policy can help your customers understand your needs for operating your day-to-day. When you set your cancellation policy, choose the amount you’d like to charge your client if they cancel their appointment past your cut-off time.
In addition to the required cancellation policy, write an optional note for further instructions or requirements. The cancellation policy is visible to your client at the time of their booking.

Read more about setting up your cancellation policy.

Schedule Appointments with Multiple Staff Members

Your clients can book a single appointment with your business that contains multiple services assigned to different staff members.

Learn more about scheduling appointments with multiple staff members.

Clients

La création et le maintien d’une base de clients sont des composantes essentielles de l’exploitation de votre entreprise. L’application Rendez-vous Square comprend des outils conçus pour vous aider à gérer les coordonnées de vos clients et les rendez-vous précédents, et à commercialiser vos services pour des groupes ciblés.

Importer une liste de clients en lot

Si vous possédez déjà une liste de clients, importez en lot leurs renseignements directement dans votre compte Square. Si vous n’avez pas de liste de clients, vous serez en mesure d’inviter les clients dans votre répertoire ou de créer manuellement les profils des clients. Les clients seront également automatiquement ajoutés à votre répertoire après avoir effectué une réservation.

Apprenez-en davantage sur l’importation de votre liste de clients.

Créer des profils de clients

Créez des profils de clients manuellement à partir de votre Tableau de bord Square en ligne. Quand vous créez un client, vous pouvez saisir ses coordonnées et les attribuer à des groupes spécifiques afin de vous aider à demeurer organisé.

Les groupes de clients sont également utiles pour envoyer des campagnes de marketing au sujet d’événements à venir et de réductions propres à certains groupes de clients. Renseignez-vous davantage au sujet de Marketing Square.

Envoyer des contrats

Vous pouvez créer des ententes grâce à ces outils sans contact à partir de votre Tableau de bord Square en ligne, les envoyer automatiquement à vos clients lorsqu’un rendez-vous est fixé et obtenir leur signature par courriel avant leur prochain service.

Inviter des clients

Quand vous ajoutez le nom et l’adresse courriel d’un client, il recevra votre message personnalisé lui indiquant que vous offrez un service de réservation en ligne avec l’application Rendez-vous Square. La saisie des renseignements du client créera également un profil du client sous l’onglet Clients de votre Tableau de bord Square en ligne.

Gérer ou supprimer des clients

Assurez-vous que votre liste de contacts est à jour en supprimant les clients que vous n’avez pas vus depuis un certain temps. Bien que vous puissiez créer et supprimer des clients à partir de l’onglet Clients dans votre Tableau de bord Rendez-vous, vous pouvez également effectuer des actions en lot, comme l’importation, l’exportation et le regroupement.

Calendrier

Votre calendrier vous aide à gérer votre journée, votre semaine ou votre mois, en un coup d’œil. Filtrez les renseignements affichés par période, employé et point de vente.

Navigate Your Calendar

Personalise your calendar by using the filters at the top of the page of your online Square Dashboard. View only your appointments, or you and your staff’s appointments side-by-side. Appointments are colour coded by staff and you can update colour preferences by selecting from the colour grid at the bottom of each individual staff profile.

Sync Your Personal Calendar

Import your personal or business Google Calendar with your Square Appointments calendar to manage your schedule in one place. Both you and your staff are able to sync your Google calendars — you can refresh, delete, or reset your preferences at any time.

Read more about syncing your personal or business calendar.

Schedule a Client’s Appointment

Add a client’s appointment any time — by selecting a time slot directly on your calendar or clicking Create Appointment, you can add your customer’s information, book with a staff member, and select the upcoming services.

Apprenez-en davantage sur l’utilisation de votre calendrier Rendez-vous.

Paiements et rapports

Checkout with the Appointments App

The Square Appointments app lets you view, create, edit, and accept appointments. You can also view your client information and charge customers for appointments directly from the app. When your customer is ready to pay, just select Review and Check Out. Services and items will automatically populate from the appointment details.

Read more about checking out with the Appointments app.

View Transactions and Reports

Square offers powerful reporting tools to give you insights into how your business is growing. View individual transactions or reports by a weekly, monthly, or yearly breakdown. Read more about using Square’s reporting features.

Track Staff Sales

With your Appointments subscription, you’ll have the ability to track staff sales once you create an staff profile from your online Square Dashboard. When you complete a transaction, the sale will be associated with the staff member the appointments was booked with.

If you process a payment without a booked appointments, the sale will be attributed to the staff member logged in.
Read more about checking out with Square Appointments and Team Management.

View Appointment History

View your entire appointment history at any time. Appointments history allows you to search by client name, service, or staff. You can also have the ability to export this information into a CSV file.

En savoir plus sur: Rendez-vous

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