Schedule and Accept Appointments
Spend more time on your business and less time organising your schedule by managing your calendar, client appointments, and your time from your Square Appointments Plus or Premium account.
New to Square Appointments? Activate your account and get started with a free 30-day trial.
Business Hours and Locations
Once you’ve activated your account, set your business locations, hours, and public profiles from the Información del negocio tab of your online Square Dashboard. Your designated business hours will automatically be bookable hours.
Note: The business hours you set for Square Appointments initially set staff availability. You can customise these hours at any time from Personal. If you update staff hours, these changes will not update the business hours you set. You can also Customize Availability on a weekly basis for one-off schedule changes.
Schedule Client Appointments Online
To schedule client appointments from your Square Appointments dashboard:
Go to Appointments > Calendario.
Click and drag the block of time you’d like to book or click Create Appointment. The pop-up window allows you to schedule your appointments. Selecting Find availability opens a side window for selecting date and time slots where you have open availability.
Note: To optimise the Find availability feature, check that your staff availability and service duration are accurate and up to date.
Schedule an appointment and include details such as client contact information, appointment location, notes, or add a Card on File for your client. All client information is saved to your Client List. Más información sobre la administración de clientes.
Note: For repeat appointments, the price will initially reflect the price at the time of the first booked appointment but can be updated at any time.
You can add an additional service by clicking the Add a service drop-down menu.
When adding a service, you will see a Recently Booked option that makes it easier to find and select recently booked services at your business location. This option allows you to quickly create new appointments based on previous bookings.
In the example shown above, the service has 15 minutes blocked off to allow for cleanup. If any service that’s part of a multiple service appointment has blocked off time configured, that will appear as the last step in the appointment. You can adjust the blocked off time as needed or set it to None to remove it completely. If you try to book over an existing appointment, you’ll see a notification warning you before you double-book.
The total appointment time and cost is auto-calculated and displayed at the bottom.
Available time slots will show according to your setting in the Citas > Settings > Calendar and Booking > Online Schedule > Appointments are scheduled.
Set online scheduling settings to manage the following:
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.
Note: These are the same settings that apply to how time slots display on your Online Booking Site.
Schedule Client Appointments In-App
You can schedule appointments via the free Square Appointments app on compatible iOS or Android devices or Square Register. To do so:
Dispositivo iOS o Android
- Pulsa Calendario.
- Pulsa + o mantén pulsada la franja de tiempo deseada > pulsa Crear cita.
- Agrega un cliente, un miembro del personal y los servicios correspondientes.
- Agrega un contrato opcional o notas de la cita.
- Pulsa Guardar.
- Pulsa Notificaciones de clientes para elegir si deseas notificar al cliente y cómo deseas hacerlo. Puedes agregar un mensaje opcional para el cliente.
- Pulsa Reservar cita.
- Pulsa Calendario.
- Pulsa + o mantén pulsada la franja horaria deseada > pulsa Cita.
- Busca por nombre, correo electrónico o número de teléfono para agregar a un cliente existente o crea un nuevo Perfil de cliente.
- Agrega los servicios y los artículos opcionales.
- Pulsa el servicio o artículo correspondiente para elegir al personal que prestará el servicio.
- Agrega un contrato opcional o una nota interna para el personal.
- Pulsa Guardar.
- Pulsa Tipo de notificación para elegir si deseas notificar al cliente y cómo deseas hacerlo. Puedes agregar un mensaje opcional para el cliente.
- Pulsa Crear cita.
Allow Clients to Book Appointments Online with Multiple Services
By default, clients will not be able to book appointments with multiple services online. To enable your online booking site to support booking multiple services from your Appointments Dashboard:
Click Appointments > Settings > Calendar & Booking.
Under "Online Scheduling," toggle on Allow multiple services to be booked online.
Once enabled, clients will be able to select more than one service for a single appointment from your online booking site.
Note: Clients will only be able to select a combination of services that a single staff member can provide, so there’s no need to worry that clients will book an appointment that you can’t handle.
Schedule Personal Events
Crear un evento personal to schedule a block of time on the calendar as busy or available.
This will ensure your clients can view an up to date calendar and can book appointments directly from your website and your Square booking site cómo usar las herramientas de reserva del sitio web.
Create and Schedule Appointments with Square Messages
To do so:
Select the Messages icon.
Select next to a conversation.
Select Appointments to create an appointment.
Once you create the appointment, select Save.
Select Book Appointment.
From here, you can send your customer an email or text message notification about their appointment.
Note: If your customer is not in your Square Customer Directory, you can add them as a new customer and add their email and phone number for future appointments and purchases.
Manage Square Appointments
From Descripción general in your Appointments dashboard, you can see your pending and upcoming appointments as well as client messages at a glance.
To confirm a pending appointment, click Decline or Accept. Your client will be notified of your response.
If declined, the pending appointment will drop off the Overview page and your calendar.
If accepted, the appointment moves to your Upcoming Appointments and is confirmed and reflected on your calendar.
Click any upcoming appointment to view the appointment details, make changes, or cancel the appointment.
You can also accept appointments directly from Calendario. Pending appointments appear on your calendar. Click any pending appointment and click Accept or Decline.
From Calendario, you can also manage each added staff members’ calendar. Add vacation or time off so clients know when you and your staff are away.
Choose the combined schedule view to see all booked time or the side-by-side view to simultaneously see upcoming appointments for each staff member.
Learn more about managing your staff with Square Appointments.
View Canceled Appointments
You can view canceled appointments on your calendar from your Square Appointments Dashboard.
To do so:
Go to Appointments > Calendar from your Panel de Datos Square en línea.
Click on your calendar view.
Click on either Day, Week, 5-Day, or Month.
Select Show canceled appointments.
Note: Clients have the option to cancel an appointment at anytime while the appointment is still pending.
Manage Your Appointment Notifications
You and your staff can receive email and text message appointment notifications. From Personal, click any staff member to edit their notification settings. Click “Owner sent a copy” for each staff member to receive copies of all appointment notifications.
Action-based notifications are sent to specific recipients when an appointment is created or changed. Notifications are sent based on who takes action.
A client books (or requests to book) an appointment: The client, staff assigned to the appointment, and the owner will receive notifications.
A staff member schedules or edits their own appointment: The staff member can send the client a customised email or text notification. The staff taking the action and the owner will not receive notification of the appointment.
A staff member schedules or edits an appointment for a different staff member: The staff taking the action can send the client a notification via email or text. Both the staff member assigned to the reservation (not taking action on the appointment) and the owner will get notifications.
Learn how to manage your calendar from the Square Appointments App.
Manage Appointment Communications
Under the Comunicaciones tab of your Appointments dashboard, you can configure confirmations, reminders, digital contracts, or email notifications.
Tip: Confirm your client's email or phone number — particularly for new clients — to ensure your client receives the appointment confirmation request or reminder.