Square Appointment's Quick View for Reservations
With the new Quick View for reservations, you’ll be able to process payments, view client details, and notes directly from your Square Calendar!
To take a payment on the new quick view screen, follow these steps:
Head to your online Square Dashboard
Select Appointments on the top left
Select Calendar
Choose the appointment you’d like to make a payment for
Select Take Payment at the top right
To take a payment on the appointment edit page:
Head to your online Square Dashboard
Select Appointments on the top left
Select Calendar
Choose the appointment you’d like to make a payment for
Click Edit appointment at the bottom
Select Take Payment at the top right
Note: To ensure that your clients receive an email receipt after payment, double-check that there is an email address associated with the appointment
If you need to send a receipt after processing a payment on your calendar, please follow these steps:
Head to your Appointments Calendar
Select the associated appointment
Click on the payment that you processed on the right
Select Send Receipt at the top
Enter your client’s email address
Select Send Receipt