Getting Started with Square Appointments

Start managing appointments free at square.com/appointments.

Square Appointments has everything you need to run your business. Customers set appointments and you take payments with a complete point of sale that keeps track of inventory and lets you keep notes on your customers. All in the same free app.

Learn more at square.com/appointments.

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GETTING STARTED WITH APPOINTMENTS

Square appointments is an easy to use app that includes your calendar, your customers, payments and point of sale. It’s easy for you and your customers and is now free for individuals.

CUSTOMER EXPERIENCE

Let’s start with what your customers see.

All they have to do is click a service from your online booking site.

In this example, our customer wants to book a haircut at Penny Harper, a business with multiple employees on staff.

All they have to do is click Book an appointment

Choose from the list of provided services and click Continue.

Customers will then have the option to choose their staff member or "Book with any Available" if they just want to get in fast.

Next, they’ll find a day and time that works best for them.

Finally, they’ll enter their contact info, add a note if necessary, and click "Book Appointment".

The appointment request will be sent to you for approval.

They get confirmation and then can get friendly automatic reminders via text or emails, to stay on top of their schedule.

Which means less back and forth for you and your customers, just a confirmed appointment that’s on the books.

You can also require customers to prepay, or collect cancellation or no-show fees to protect your time.


MANAGING APPOINTMENTS REQUESTS

Square Appointments makes managing multiple appointment requests a breeze.

You can see all your pending and upcoming appointments as well as client messages at a glance.

You get to control your schedule, so you can Decline…[action] or Accept appointments and your customers will be notified of your response.

If accepted…[action], the appointment moves to your Upcoming Appointments on your calendar.

MANAGING STAFF AVAILABILITY

Square Appointments makes it easy to gather information about how busy you and your staff are at any time.

There are three ways to view staff schedules.

Day View; Week View; and List View.
Choose Day view to see the booked time for any individual employee. Week view to see upcoming appointments for all of your staff members.

Tapping the badge icon in the top right allows you to select the staff schedules you wish to view.

You can also manage each added staff members’ time right from the app.

Tap the Plus button in the top right to Create a Personal Event, like a Dentist Appointment, for one of your employees.

Set the duration of the event, and select who it applies to.

Those changes will automatically be reflected on your calendar, so customers know when you and your staff are away.

CLIENT DIRECTORY

With the built in customer directory, you can see notes about your customers and their purchase history, so that you can improve their experience each time.

To access the directory, tap the Menu icon in the bottom Left, then Clients.

Select a customer from the list to view their upcoming appointments, review purchase history, and see any notes staff members have taken.

CHECKOUT

Once the appointment is over, you can check your customer out right from the Square Appointments app.


Just tap on the appointment in your calendar. 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, like some Shampoo then select Charge. Appointment information will automatically carry over from the booked appointment.

Choose any payment method your customer prefers and complete the transaction. Or you can even send them an invoice.

If they’re a regular, you can also put a card on file, so their next checkout is even more seamless.

And just like that, your appointment is checked out and you’re on to the next.

And that’s about it. Square Appointments has everything you need to run your appointments business.

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Keyword: appointments