Manage your Square Appointments account including your calendar and booking settings, payments, cancellation policy, client relations, and history from the Settings tab of your Square Appointments dashboard. 

Customize your Public Appointments Profile

If you’re already a Square merchant, your basic business information carries over to your Appointments account. Follow the steps below to customize or edit your Square Appointments profile. The information in your location profile will appear on your booking site, website widget, and email communications.

  1. From your online Square Dashboard, click Account & Settings > Locations.
  2. Select or create a location > enter business details.
  3. Click Save.

Note: Initially, the business hours and time zone set in the location profile set staff availability as well. You can customize staff availability from Staff in your Appointments account. Changes in staff hours do not affect your overall business hours.

Manage Appointments Calendar and Scheduling Settings

From Settings, manage how appointments are offered to your clients. 

Appointment Preferences

Select whether clients must request an appointment or are guaranteed a reservation with you. Allow clients to manage their appointments by clicking “Clients may reschedule or cancel their own appointments.” With this preference enabled, when your customer opens their appointment confirmation email or text they’ll have the option to change their appointment. 

Calendar Integration

Integrate your Square Appointments Calendar with your personal Google Calendar to view your appointments and events across platforms. Learn how to sync your calendars.

Online Scheduling

Set scheduling settings to manage the following:

  • Appointments are scheduled: Determine when appointments can be scheduled.

    • According to service duration: Splits your availability into time slots that match the duration of the service. For example, 20 minute services will split your available time into 20-minute slots.

    • On the quarter hour: Displays available slots on the quarter hour. For example: 3:00, 3:15, 3:30, 3:45.

    • On the half hour: Displays available slots on the half hour. For example: 3:00, 3:30, 4:00.

    • On the hour: Displays available slots at the top of the hour. For example: 3:00, 4:00, 5:00.

  • Appointments must be made in advance: Set how far in advance your clients need to book appointments, from 1 hour to 1 week.

  • Cut-off time for allowing clients to cancel or reschedule: Set how far in advance clients can cancel or reschedule an appointment.

  • Appointments can’t be scheduled farther out than: Limit how far in advance clients can schedule an appointment. This is useful if you’re not sure what your schedule will look like a few weeks or months down the road.

  • Show option to book with ‘Any Available’ staff member: Clients will be able to choose from all available time slots and have a staff member assigned automatically.

  • Allow multiple services to be booked online: Clients will be able to book multiple services for a single appointment when booking online.

Fake-It-Filter  

The Fake-It-Filter allows you to manage how busy you’d like to appear on your client facing bookable calendar.

  • Off: Does not apply any filters to your calendar.
  • Slightly Busy: Removes about 10% of your total open time.
  • Moderately Busy: Removes about 30% of your open time.
  • Extremely Busy: Removes about 70% of your open time.  

Manage Appointment Communications

Email and Text Message Reminders

Set appointment email and text message reminders settings from Communications in your dashboard. 

Customize Emails to Clients

All automatic notifications that can be sent to your clients when they book appointments with you, are available from Communications. Click any email or text template to customize a notification. 

Appointment History

From History, view and export your appointment history. Export your History CSV for your records by clicking Export in the top right corner. Your History CSV reports your appointments history, including location, status of the appointment, address, service, duration, client name, client email address, client phone number, as well as the staff member who fulfilled the appointment. 

Add and Manage Your Clients

From Clients, store and update client contact information, as well as view each client’s reservation and email history. 

To add clients individually:

  1. Click Create Client in the top right corner of the page. 
  2. Enter client information and click Save.

You can also bulk export client contact information for your records.

Engage with Your Clients with Square Marketing

Your clients are automatically added to your Customer Directory. From there, you can send marketing emails and rewards to strengthen your relationships with your existing client base.

Manage Services

Build out a list of the services you offer and choose which staff members can be booked for those services. Learn about embeddable website widgets to override these settings.

Seller Community: Ask questions, get answers, and hear how other Square sellers are using the Appointments' booking widget.

Create Services

Create your services from the Services tab in your Square Appointments dashboard: 

  1. Click Create Service.
  2. Enter the service name, description, duration, and a pricing option.
  3. Choose whether this service will be available for clients during online booking.
  4. Choose which staff members can be booked for this service. 
  5. Block off any necessary transition time between appointments and click Save.

Pricing Options

Many service prices may vary depending on the client and the service duration. Pricing options provide you the with flexibility to control how a service’s price is displayed to a prospective client during online booking. Your options: 

  • Fixed Pricing: A fixed price will display the exact price to the client. 
    • Example: “Haircut: $50”
  • Starting At: Starting at enabled you to signal the low point for a price range. 
    • Example: “Haircut: Starting at $50”
  • Price Varies: The price may vary. 
    • Example: “Haircut: Price Varies”
  • Blank: Do not show price.
    • Example: “Haircut”
  • Free, Complimentary, or Call Us: Displays alongside the service.
    • Example “Haircut: Free”

 

Edit the Order Your Services are Displayed

Edit the order in which your services are displayed on your booking site and booking widgets:

  1. Click Edit Display Order at the top of the Services.
  2. Click and drag the services to rearrange them.
  3. Click Save.

Still need help? Ask the community

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