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Set up and manage Square Assistant

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Who is this article for?
  • Account owners or team members with the customers permission to set up Square Assistant. Set permissions in Square Dashboard.
  • Square Appointment Free, Plus, and Premium subscribers or Square Messages Free and Plus subscribers
  • Square Free, Plus, and Premium subscribers

    • About Square Assistant

    Square Assistant is an automated tool that helps you manage your business and customer communications. For example, Square Assistant can send SMS appointment reminders. Once received, your customers can confirm, reschedule, or cancel upcoming appointments without having to contact you directly. Square Assistant will then automatically update your Square Appointments calendar to save you time managing your appointments.

    Before you begin

    You can enable Square Assistant at any time from Square Dashboard or Square Appointments.

    By default, Square Assistant is enabled for most merchants in Square Appointments. This feature is only available for merchants with online booking.

    To have the best experience using Square Assistant on a mobile device, make sure to use a compatible device running the latest version of any Square POS app.

    Enable Square Assistant

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Click the gear icon to open your Settings.
    3. Under Square Assistant, toggle ON Enable Square Assistant.
    4. Click Save.

    Square Appointments

    1. Sign in to Square Dashboard and go to Appointments > Settings > Communications.
    2. Select Square Assistant.
    3. Toggle ON Square Assistant, then click Save.

    Disable Square Assistant

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Click the gear icon to open your Settings.
    3. Under Square Assistant, toggle OFF Enable Square Assistant.
    4. Click Save.

    Square Appointments

    1. Sign in to Square Dashboard and go to Appointments > Settings > Communications.
    2. Select Square Assistant.
    3. Toggle OFF Square Assistant, then click Save.

    Manage Square Assistant

    You can manage your settings to disable Square Assistant or to turn on other settings such as Do not disturb.

    Square Dashboard

    1. Sign in to Square Dashboard and click the Messages icon to open your Messages inbox. Messages-icon-Dashboard
    2. Under Square Assistant, toggle OFF Enable Square Assistant.
    3. Click Save.

    To enable or disable do not disturb:

    1. From your inbox, click the gear icon to open your Settings.
    2. Under Do not disturb, toggle it ON/OFF.
    3. Click Save.

    Square Appointments

    1. Sign in to Square Dashboard and go to Appointments > Settings > Communications.
    2. Navigate to Square Assistant.
    3. Toggle off Square Assistant, then click Save.

    To enable or disable do not disturb:

    1. Sign in to Square Dashboard and go to Appointments > Settings > Communications.
    2. Navigate to Square Assistant.
    3. Under Do not disturb, toggle it off or on.
    4. Click Save.
    Customers can also use Square Assistant to unsubscribe from your business notifications. If they text STOP, Square will stop delivering SMS notifications on your behalf.

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