Navigate Your Appointments Dashboard

Make the most of Square’s online scheduling software and appointment management tools by exploring your Square Appointments account.

Note: Staff dashboard may not include all of the sections below. 

Overview

From Overview in your Appointments dashboard, confirm pending appointment requests, view upcoming appointments, and read new messages from your clients.

Calendar

Keep your business and staff organized with your Square Appointments calendar. Schedule, reschedule, cancel, and track appointments and events all in one place. Sync your Google calendar with your Square Appointments calendar to keep all of your bookings organized.

Online Booking

Invite your clients to book appointments online, either from your Square booking site, or create, customize, and add booking widgets to your personal or business websites.

Before creating custom widgets, be sure to complete your Business Information and provide detailed descriptions of the services you offer.

Services

Make it easy for new and existing clients to discover more about what you do by building a list of the services you offer. Customize the duration, cost, available staff members, and time between appointments from your Services

Staff

Square Appointments supports businesses of all sizes. Create a profile for each staff member to set their hours, specify their available services, manage staff account permissions, and notify them of booked appointments. 

Manage staff account permissions by adjusting their level of access to the Appointments calendar and point of sale from their employee profile.

Clients

Store clients’ contact information and appointment notes from Clients. You can add clients individually and export this data for your records. Clients who book appointments with you are automatically added to your Customer Directory.

Settings

Tailor your appointment preferences and business information from Settings

From this page, manage the notification emails and text messages your clients receive after booking an appointment, plus view and export your appointment history for a complete look at your recurring clients and most popular services. 

Account & Settings

Click the three horizontal lines at the top of the page to access Account & Settings, Square’s Support Center, or to sign out of your account.

Both your Square Appointments and Square Point of Sale accounts share the same account info, including email address, password, and preferred language. 

Contact us with any additional questions about Square Appointments. 

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