Reintroducing Square Point of Sale Settings
The Settings section within Square Point of Sale has been redesigned to simplify the process of setting up your account to best support your business, along with making ongoing management easy for you and your team. Another added benefit is the customization that the Settings section allows — while the layout of Settings in your Square Point of Sale app has received a total makeover, you’ll have access to improved features that aim to help make running your business even easier than it’s been in the past. This article will assist you in getting started and making the most out of your experience with the new interface.
To start, locate Settings within your Square Point of Sale app by tapping the three lines in the corner of the Checkout screen to open up the navigation menu. From here, select Settings.
The Settings page within Square Point of Sale now has search functionality to easily locate settings by searching for common keywords. For example, you can search the word “receipt” to pull up the Signature and receipt section within the Settings page.
Under the Checkout page in Settings, you’ll find general settings and information related to the checkout processes associated with Square Point of Sale. From tax settings to payment types, simply select the setting in question and update accordingly. For example, if you’d like to edit or update your payment types, select Payment types and toggle on/off the appropriate tenders that best fit your business.
The Hardware page in Settings is where you’ll connect and manage any compatible Square and/or third-party hardware needed to run your business. You can select Square Reader or Square Stand to connect the Square Reader for contactless and chip or Square Stand, and Printers, Barcode scanners, Cash drawers, or Scales to connect compatible third-party hardware.
The Security page in Settings is where you’ll manage which team members can access your point of sale by using their assigned passcodes. To do so, visit Security and toggle on Passcodes. From here, you will be able to edit and update settings for your shared Team Passcode, as well as when a passcode will be required when taking a sale.
Under Account in Settings, you’ll have the option to view which email your account is associated with, as well as the ability to sign out when necessary. You’ll also have access to General settings, which allow you to maintain business information, bank account information, and transfer settings. Simply select one of the setting types and update accordingly in-app.
The Customers page in Settings is where you’ll add and manage custom fields associated with customers’ profiles in your Directory, as well as manage customer data collection. To add a custom field, tap the Add custom field button and provide a field name and type before tapping Save. You can also edit and organize all pre-existing custom fields under the Visible Fields section. For iPad users, these settings will appear as Configure profiles and Sign-up screen.
Separate from the five main Settings fields, you’ll find other miscellaneous settings fields that can be managed in-app. From Gift Cards to Loyalty, Open Tickets to Orders, select the setting that needs updating and edit accordingly.
Toggle on Cash Management to track the cash that goes in and out of your cash drawer. Once toggled on, the setting will prompt you to enter your Default Starting Cash and whether or not you’d like automated email reports sent each time a cash drawer ends. Note: This setting is specific to tablets and is currently unavailable with other mobile devices.
Choose to sell eGift Cards in store, with the option to manage eGift Card Designs, minimum and maximum load amounts, and custom policy.
Toggle on Enable loyalty screen to manage the Loyalty program associated with your Square Point of Sale account. You can also manage the reward redemption screen, along with the screen timeout settings.
Create and manage Online Checkout Links by tapping the Create link button and selecting the link purpose and entering in the item details.
Toggle on Open Tickets to allow the appropriate team members to utilize open tickets during the checkout process in Square Point of Sale.
Manage Alerts and Quick Actions for incoming orders to your Square Point of Sale account. Tap Alerts to toggle on/off and select frequency. Tap Quick Actions to toggle on/off to allow for faster progression of orders.
Toggle on Time Tracking to allow team members to clock in and out from any Square point of sale. To view and edit shifts, visit your online Square Dashboard.