The Booxi/Square integration allows you to collect payments from your clients when booking online, or in-person on behalf of the client.
Here's how to get setup:
Connect your Square account
First, connect your Square account:
Go to the "My Business" tab > Integration modules > Square
Toggle the setting ON, then click “Sign in to Square” in the window.
Enter your Square credentials (email and password), making sure to authorize access to your account.
Enter your details in the Square configuration window:
Business Name: this is the name of your business in Square (uneditable from this screen)
Online Payment Store Location: the Square store to which the online payments will be associated
In-Person Payment Store Location: the Square store to which the in-person payments will be associated (i.e. payments taken manually by staff)
CRM (toggle ON/OFF): enable this setting to sync your Square customer list with your Booxi client list
Save.
Sync your client list
Sync your client list to ensure your Booxi client list is up-to-date.
Syncing may create duplicate client records.
To sync the client list, follow these steps:
Go to the "Clients" tab
Click the Options icon shown below, then "Sync with Square CRM".
*Note: this sync is effectively a one-time import of Square clients into Booxi (can be performed multiple times).
Click the green button below:
Enable online payment for your services
Once you've enabled the Square module, you can begin accepting online payments for select services. To do so, go to the "Services" tab > {select a service} > Service details; under "Online Payment", select either "By Email" or "At Online Booking".
By email: if this option is chosen, your clients will receive an email containing the a link to make the payment via Square:
At Online Booking: if this option is chosen, your clients will be prompted to submit a payment when booking online; you may choose to enforce a minimum or total required payment.
Related settings
Auto-cancel unpaid booking: choose whether to automatically cancel online bookings if not paid within 15 minutes from the time it was created.
To access, go to the "My Business" tab > Booking Rules > Auto-Cancel Unpaid Booking
If the payment is successfully completed, the client will receive an appointment confirmation email from Booxi, and a payment confirmation email from Stripe.
If the above setting is enabled and the client doesn't pay within 15 minutes of the booking time, the booking will be cancelled (both you and the client will be informed of this).
If the above setting is disabled and the client doesn't pay within 15 minutes of the booking time, a reminder is sent to your client.
The above rules also apply when "Capture Card Info" is chosen.
Appointment/Reservation approval mode: "Automatic (after online payment completed)". If enabled, your scheduled appointments and/or reservations requiring online payment will be automatically approved ONLY AFTER the client has successfully completed payment; until payment is provided, the appointment will be listed as "Request awaiting your approval".
To access, go to the "My Business" tab > Booking Rules > Appointment Approval Modes or Reservation Approval Modes
Notes
At the moment, the booking widget v3 does not support payment with Square (only the booking widget v2 does); for more info, speak to your Booxi representative.
Make sure to set up your business taxes so that Square takes them into account when processing payments ("My Business" tab > Booking rules)
Clients who pay with Square will receive an invoice by email.
The invoice in Square will only display the total amount paid without split between subtotal and taxes.