Check Out from the Square Appointments App
Accept customer payments using the Square Appointments iPhone and iPad app. The Appointments app lets you schedule or edit appointments, process payments, or view reports — all in one place.
Pair the Contactless and Chip Card Reader
If you’re using the Square contactless and chip card reader to process payments, you will need to pair the reader directly from the Square Appointments app.
Note: The reader is not able to pair through your device’s Bluetooth settings.
Follow the steps below to pair your reader:
Go to the Square Appointments app > tap the three horizontal lines in the upper right corner to navigate to the menu.
Tap Settings > Card Readers.
Tap Contactless + Chip Reader > Connect My Reader Wirelessly.
If you run into any issues, you can read more about the contactless and chip reader on our Support Center.
Manage Payment Types
You can customize the payments you accept from the app. When you disable a payment type, you and your staff will no longer see it as an option during the checkout flow.
Select the menu icon in the navigation bar.
Tap Settings > Payment Types.
To rearrange, drag and drop by tapping the three horizontal lines next to the Payment Type name.
Tap the toggle button to the right of the Payment Type to add or remove it from your checkout screen.
Use the Preview button at the top of the screen to preview your new checkout screen.
Enable Tipping In-App
Tap the three horizontal lines in the upper right corner to navigate to the menu.
Tap Settings > Tipping.
Toggle Collect Tips to on and select between showing your tip options on the signature screen or on a separate screen.
If you opt not to display a Separate Tipping Screen, tipping options will be shown on the signature screen.
If choose to display a Separate Tipping Screen, your customers can select a tip after the payment has processed.
Note: If Allow Custom Amounts is enabled and the pre-set amounts are all set to 0%, the Appointments app will hide these amounts and display only the Custom Tip Amount and No Tip options.
Check Out From the Square Appointments App
To check out customers from the Square Appointments app:
Tap on the appointment in your calendar. Note The sale will be associated with the staff member the appointment was booked with.
Tap Review and Check Out.
Add any additional items or services > select Charge. Appointment information will automatically carry over from the booked appointment.
Process your customer’s card or accept cash on the payment option screen to complete the transaction.
Process Payments Without a Booked Appointment
For walk-in appointments or on-the-spot sales, you can process a payment without a booked appointment:
Open the Appointments app > tap on Checkout on the navigation bar.
Add applicable services or items.
Tap Charge and proceed through the payment flow by selecting the payment type.
Note: Since the payment will be processed without a booked appointment, by default the sale will be associated with the staff account logged in to the Appointments app.
Use Loyalty with Appointments
You can redeem your customer’s Loyalty reward from the Appointments app.
Redeem Rewards During the Checkout Flow
To redeem your customer’s reward during the checkout flow:
Select the appointment from your Calendar > tap Review and Check Out.
From the next screen tap Add Item or Discount > then tap Redeem Rewards.
Select your client to view their available rewards > Apply to Cart. You can also tap Use Code to manually enter their reward code.After you’ve applied a reward you’ll automatically be taken back to the checkout screen.
Tap Charge to complete the transaction.
Appy Reward During the Booking Flow
You can also apply your customer’s Loyalty reward when you book their appointment.
From your calendar, tap Create Appointment > Add Item or Discount.
Select your client to view their available rewards > Apply to Cart. You can also tap Use Code to manually enter their reward code.
When you process your customer’s payment, any rewards you added will automatically apply to the sale.
Collecting Taxes for Services
To add sales tax to a service, you’ll need to manually enable for each service during the checkout flow:
Once you locate the appointment, tap to bring up the Appointments Details page.
Tap Review and Check Out.
You’ll see a list of items and services. Tap on the service and manually enable the applicable tax.
Tap Save > Charge.
Services and items associated with the appointment will automatically be added to your cart.
Issue a Refund
To issue a refund from the app:
Open the navigation menu > Transactions.
Select the transaction you’d like to refund > tap Issue Refund.
Tap Select All Items to refund the entire sale, select the specific items you’d like to refund, or tap Amount to refund a specific dollar amount.
Select items to restock and choose a reason, or opt to Skip Restock.
Track Staff Sales
When you check out with a booked appointment, the sale and tip amount are automatically assigned to the staff member who performed the service.
You can export detailed reports to gain insights into how your services and staff are performing.
To get started:
Head to your online Square Dashboard.
Click Category Sales.
Click Advanced Options.
Choose Display By > Employee.
View each each staff member’s sales by category to help you distinguish between services and items sold.
Click Export to download a CSV file for your records.
Learn more about Square’s reporting tools.