This feedback is used only to improve this Support Center article and is not sent to our Support team. Questions requiring a reply can be sent from the contact link at the top of this page. System updates. Popular Articles. Learn more about : Appointments. Permissions protect your business and its sensitive information by controlling what your team members can see and do in your POS and online Square Dashboard. You can also determine team member access to your dashboard and the Square Point of Sale , Appointments , and Square Invoices apps.
Custom permissions are fully customizable and specific to individual team members. For example, they allow you to give different permission sets to a manager, an accountant, and a cashier. Team permissions is a single set of permissions available to all team members that are assigned to them and is free to use.
Note : Custom permissions are available to Team Plus paid subscribers. They can also access their timecards in the Square Team app. After selecting permissions and access points for your team member, the next step is to enable locations and provide credentials e. Note : Make sure to keep this passcode for your records and provide it to your team member. With Team Permissions, you can give all team members the same set of permissions when accessing the Square Point of Sale and online Square Dashboard on their own device.
In addition, you can set up a Team Passcode that your team members will use to log into your point of sale. The Team Permissions you set up will apply to the Team Passcode, so you can control what actions and information your team can access on a shared point of sale. Note : Team Permissions can also be enabled when creating a team member for the first time.
Personal passcodes allow you to require team members to use a passcode for certain actions. On top of that, your team members will be able to log in to the Square app without an email address or password on any device paired to your business location. Note : The permission set you have assigned to a team member is associated with their personal passcode.
Once logged in, team members can accept payments which will appear in their individual sales report, as well as take other actions specific to their permission set. Once you have passcodes enabled in your Point of Sale app, you have the ability to disable them at any time. Note : Disabling passcodes will prevent team members from logging into the point of sale with a team passcode or personal passcode. If a team member leaves your business — either permanently or temporarily — you can deactivate their profile.
Note : It is important to retain this for your records because this is the passcode your team member will use to access a point of sale with team management enabled. Enabling Team Permissions allows you to track sales when team members use their 4-digit passcode when processing Square sales. To view your team's individual sales report:.
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Microsoft Office YTD Video Downloader. Adobe Photoshop CC. VirtualDJ Avast Free Security. Read more about setting up your cancellation policy. Schedule Appointments with Multiple Staff Members : Your clients can book a single appointment with your business that contains multiple services assigned to different staff members.
Creating and maintaining a client base is a key part of operating your business. Bulk Import Your Client List : If you already have a client list, bulk import their information directly into your Square account. Clients will also be automatically added to your directory once they successfully book an appointment.
Read more about importing your client list. Create Clients : Create clients manually from your online Square Dashboard. When you create a client, you can enter their contact information and assign them to specific groups to help you stay organized.
Grouping clients is also helpful for sending marketing campaigns — communicating upcoming events and discounts to specific groups of customers. Read more about Square Marketing. Send Contracts : You can create contactless agreements from your online Square Dashboard, automatically send them to your customers when an appointment is booked, and get their signatures via email before their next service.
Read more about sending contracts. Manage Appointment Communications : Appointments communications include customizable text and email reminders that are sent out automatically. Choose the time frame to send a message leading up to the next appointment.
Entering their information will also create a client profile in the Clients tab of your online Appointments dashboard. Your calendar helps you manage your day, week, or month, at a glance. Filter your view by time frame, staff, and location. Navigate Your Calendar : Personalize your calendar by using the filters at the top of the page.
Appointments are color coded by staff and you can update color preferences by selecting from the color grid at the bottom of each individual staff profile. Sync Your Personal Calendar : Import your personal or business Google Calendar with your Square Appointments calendar to manage your schedule in one place.
Popular Articles. How can I get started with Square Appointments? How much does it cost to use Appointments? Appointments for Individuals : Free and 2. Contact Sales. Note : There is no extra fee for using Appointments with multiple locations. Can I get a free trial for Square Appointments for Teams? How can I switch from my current solution? Can I add booking with Appointments to my existing website?
Will my Loyalty Program work with the Square Appointments app?
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