The purpose of this article is to help you learn how to: 

  • Create a Square account
  • Flush out any test data
  • Connect Square as your payment processor
  • Connect multiple stripe accounts per location

 

Creating a Square account

First, you will need to create a Square account if you do not have one already. 

For questions about how to set up your Square account, please contact Square Support for more information.  

 

Flush your test data

Next, if you haven't done so already, you will need to flush the test data out of the system.  Every new BookingKoala account includes a few fake customers, providers, and bookings to better help you understand the system and test your settings.  It is important to flush the test data before incorporating your payment processor, as any existing bookings with payment options may affect the accuracy of your revenue and earnings reports.  

To flush the test date, go to:

Settings > General > Store Options > Admin Tab

At the very bottom of the page, click the red Flush Test Data button. A pop-up box will appear, confirming you would like to delete the data. Select Yes to continue. 

Please note: if the Flush Test Data button or section is missing, the data has already been deleted and you can proceed with the next step.

Connecting your Square account to BookingKoala

Once an account is made, you will need to capture all the necessary keys and tokens to add inside BookingKoala under:

Settings > General > Store Options > Admin

 


To get your Square tokens please click here.

The ID and tokens used in the photo above are for test purposes and your keys and tokens will look slightly different.

Once you've gathered your keys and credentials click the green button 'Save'.

Note: The locations field will only show if you've added multiple locations under your Square account. The reason you'd add multiple locations would be for tax purposes or to separate your income, that way once you add different locations under BookingKoala, each location will have its own account inside Square. 

For example; if you have a location in Chicago and one in New York you can separate cards so that if someone books an appointment in Chicago, the cards go inside the Chicago account under your Square account (this is optional). 

Once you've saved your keys you'll want to go inside: Settings > Industries > Locations: 

Here you will want to make sure that the 'No, Use Default' is activated if you don't have multiple locations inside your Square account.

By default, anyone who books using this location will have the cards stored inside the default Square account entered earlier from the "Store Options' section.

If you have multiple Square accounts, you can enter them here to control which location is associated with which account.

Once this is all set up you will be able to collect credit and debit cards from customers.

Each time a user is charged the amount will be deposited into your Square account. From there you can decide where funds get deposited. To connect your bank accounts so funds go from Square to your desired bank account, please click here.

Note: Make sure your Square is confirmed and activated to avoid future errors. Follow the information under your Square account to make sure your Square account is live and ready to go.