Class Booking with Square Appointments

Square Appointments Plus and Premium subscribers can set up class bookings from their online Square Dashboard and Square Appointments POS app. You can accept class bookings to:

Create a Class

1. From your online Square Dashboard, click Appointments > Calendar.

2. Click Create or click a time slot directly on the calendar.

3. Select Class from the Event Type dropdown at the top of the page.

4. Under Class details, click the Class name.

5. Select + Add new class.

6. Enter a class name, category, description, price and any applicable taxes.

7. Click Save.

These fields are visible to your clients when they book online.

Schedule a Class

1. After creating a class or selecting an existing one, on the Create class page, continue to the Class schedule section.

2. Enter a date, start time and end time for the class.

3. If this is a recurring class, click Set repetition and select the cadence (daily, weekly, monthly).

4. Click Save.

5. Enter the number of available spots and select the instructor

6. Click Save.

Once you create a class, you can schedule multiple sessions by repeating the steps above. You can also easily schedule new sessions of a class. To do so:

1. Open an existing session of the class.

2. Click ... and select Add a new class schedule.

3. Save the date, time, repetition, capacity and instructor for the new schedule.

Book a Class Online

When you create and schedule a class with Square Appointments, you will see a Classes tab appear on your online booking site. Customers can click Classes on your site to view a week-by-week calendar of your upcoming classes.

Once a customer books a class, you’ll receive a confirmation email, and they’ll appear as an attendee within that class on your Dashboard and in your Square Appointments app.

You can also link directly to your class online booking flow. To access this link:

1. Log in to your Square Dashboardand click Appointments > Online Booking > Channels.

2. Toggle Enable online booking on.

3. Select Manage > View class booking flow.

Edit a Class

1. Sign in to your Square Dashboardand select Appointments > Calendar.

2. Click a session of the class you want to edit.

3. In the top right, select ...

4. Click Edit.

5. Under Class details, click the pencil icon to edit any details.

6. Click Save.

Any changes to class details immediately apply to all scheduled sessions of this class. Changes to price and taxes only apply to new bookings.

Edit a Class Schedule

You can also edit class schedules from your calendar. If the class schedule is recurring, you cannot edit the date, start or end time, or repetition, but you can cancel any individual session or all scheduled classes moving forward in the series. If the class is an individual class, you can change the date, start time or end time for the class.

For individual or recurring class schedules, you can edit spots available and the assigned instructor (Staff). You can save these changes to just an individual session or all sessions moving forward.

If you make changes to the date, time, location or duration of a class after you create a class, any existing bookings for that class are automatically cancelled and refunded.

To edit a class schedule:

1. Sign in to your Square Dashboardand select Appointments > Calendar.

2. Click the class session you want to edit or cancel.

3. Make any changes and select Save.

Cancel a Class

1. Sign in to your Square Dashboardand select Appointments > Calendar.

2. Select the class you want to edit.

3. From the edit class screen, select Actions.

4. Click Cancel class.

5. To view your cancelled classes, click the cog icon and toggle View Cancelled Appointments on.

Set Cancellation Window

To set a cut-off time for customer class cancellations:

1. From your Square Dashboard, go to Appointments > Settings > Calendar & Booking.

2. Toggle Clients may reschedule or cancel their own appointments on.

3. By cutting-off time for allowing clients to cancel or reschedule, click the drop-down arrow and select the cancellation cut-off time.

Note: Currently, the other settings listed under Settings > Calendar & Booking > Online Schedulingdo not apply to Classes.

Book Clients In-person

1. From your Square Dashboard, select an existing class from your calendar and click Add Attendee.

2. Search for the existing customer you want to add or create a new customer.

3. Select Take Payment to complete the payment at the time of booking or skip this step to take payment at a later time.

Confirmations and Reminders

Both the employee assigned to the class and the owner will receive an email or SMS message notification when a new buyer books the class. 

When a customer books or cancels a class, they will also receive confirmation notifications via email or SMS message.

View Class Sales

To view class sales reports, log in to your Square Dashboard and select Reports > Category sales.

Note: Functions like Waitlists, ClassPass, Instagram or Reserve with Google integrations, Square Assistant, Google Calendar Sync and automatically attaching contracts with bookings are not currently available.