Learn About the Square Appointments App
The free Square Appointments app lets you view, create, edit and accept appointments. The calendar’s intuitive design helps you organise your day at a glance – putting your calendar, client information and point-of-sale capability at your fingertips. The Square Appointments app is available on compatible iPhones and iPads running iOS 15 or higher.
Download and Set Up the Square Appointments App
From your compatible iOS device:
tap the App Store icon.
Tap the search icon (magnifying glass) and search for Square Appointments.
Tap Get next to the Square Appointments app icon and follow the prompts to complete the download.
Tap the Square Appointments icon and follow the prompts to set up your app.
If you’re a staff member of a Square Appointments account holder, you can log in to the app on your own device with the email and password you use to log in online. If you don’t have access to login, speak to your manager or the account holder.
Accept Payments
To process payments for an appointment, simply tap Checkout on the booked appointment to navigate to the point of sale section of the Appointments app. Processing payments through a booked appointment will automatically associate services, staff and client information with the sale.
Learn more about checking out with the Appointments app.
Appointments App Overview
Calendar
From your app navigation bar, tap Calendar to:
swipe on screen to view a full day or change the date.
Tap ••• to update your booking availability, calendar view (day, week, list) or appointment attributes to show on your calendar.
Tap + to Create Appointment or Create Personal Event.
You’ll receive iOS notifications for any client-booked appointments, appointment requests and reschedule requests. You won’t receive notifications for appointments you book or reschedule yourself. To manage your Square Appointments notifications, visit your online dashboard.
If you’re using the Square Appointments app on an iPad, your calendar view will include all of your staff members, so you can see all upcoming bookings at a glance. Tap the filter icon to limit your calendar view to specific staff members.
Checkout
If you accept walk-in appointments or need to sell an item on the spot, the Checkout tab allows you to process client sales without a booked appointment. You can check out by appointment, by entering a custom amount on the keypad, or select a service or item from your Item Library.
Customers
From your app navigation bar, tap Customers to:
view and edit client information and their appointment history
Book an appointment
Process a new sale
Add a card on file
Send transactional or service messages to your customer. Note: this feature should not be used to send marketing communications.
Staff members will only see their own clients. Tap the + icon to add new clients individually.
Items & Services
If your business sells items in addition to services, you create and manage items directly from the app. Tap ≡ More > Items & Services to bring up all of your items, services, resources and discounts.
Online Booking
Take action such as enabling or disabling your online booking site, promote online booking to customers via text and email, and enable client prepayment or No-Show Protection. You can also review your online booking site at any time.
Invoices
You can create invoices or recurring series to send to your clients for items or services to pay on the spot or at a later date.
Transactions
View each transaction processed through your Square account. Search for a receipt number or card to locate a transaction to issue a refund.
Reports
The Appointments app offers powerful reporting tools, such as sales and deposit summaries. View your current Square balance – filter by date, device or staff.
Balance
View your available Square balance, transfer reports and scheduled transfers.
Settings
- Business Hours: Set your timezone and manage business hours. Select a day of the week to mark your business as open and Add Additional Hours to customise hours of operation. For example, Tuesday’s business hours could be from 9:00 a.m. - 1:00 p.m. and 2:00 p.m. - 7:00 p.m. to include time for lunch or a shift change.
- My Notifications: Choose your notification preferences for new or changed appointments.
- Customer Notifications: Set up your appointment confirmation methods and reminder requests for your customers.
- Payments & Cancellations: Configure your preferred payment option and cancellation policy (recommended).
- Feedback & Rating: Share your feedback to our product team.
- Import Contacts: Sync your phone contacts and add them to your Customer Directory.
- Quick amounts: Add up to three quick amount buttons to your checkout keypad to speed up your checkout experience.
- Taxes: Create or add taxes to apply to items and services. Note: Taxes will not apply automatically to services.
- Order tickets: Auto-assign ticket numbers or enter custom number or name.
- Payment: Enable the payment types you accept and arrange them in the order you’d like them displayed.
- Tipping: Allow clients to tip staff members in either percentages or whole amounts.
- Receipt: Choose to skip the receipt screen to speed up checkout.
- Customer management: Enable instant profiles, collect client information, or choose how to save a customer’s payment card on file.
You can also configure settings for Square Gift Card, Square Invoices, Square Loyalty, Open Tickets and Time-Tracking.
Troubleshooting
If you’re having trouble with the Square Appointments app, learn how to troubleshoot your Square Appointments app.