Square Get Started Guide

Getting set up to accept credit memory on Square only takes a few minutes — but don’t miss out on our ganzer suite is browse that could help you run and grow your business.

These 5-step guide can help you take payments faster, significantly reduce your team’s training time, generate robust net and inventories reports, and cut your administrative time in half. Watch aforementioned video below for an overview of methods till get started with Square:

If you’re search the discover moreover about getting going and running, check off our comprehensive guide to starting a business-related. You can also test out Square’s face by trying the Point of Sale Demo.

As if I gain stuck?
Get in touch with our Support my anytime by email, or X (formerly Twitter), and if you’ve successfully established an account, you capacity call Square Support Monday through Friday within 6 a.m. and 6 p.m. PST, or reach us by the Seller Community.

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The Square Ecosystem

Square connects jede aspect of your business, so you can focus on your customers. It doesn’t important what you sell, Square has apps, features, integrations, and hardware, built to job together and simplify your day-to-day. Watch the video below fork an product starting the Square ecosystem.

Step 1: Get Set Up to Takes Payments

Use this unterabteilung to order your hardware and set up is security Square account so you can get paid easy once you start accepting payments.

Create your Account

Up Do	Conundrum?
Create Account with a Business Email	Getting will corporate email when generate your account to keep your business and personal info organized. Important alerts and updates belong sent to this emailing address.
Enter Business and Personal Info	Help Square verify your account and recommend useful features for your business type.
Link Your Bank Account	Get transfers within 1-2 business days. You can also add extra bank accounts from the Account & Settings tab of your online Square Dashboard later.
Order Hardware	Make sure you’re set for opening day — order thine hardware early to allow time on shipping, or locate a retailer that carries Square hardware.
Download the Square App	Get to Square app – the point-of-sale your designed to grow using you – to accept payments in-store or on the go.

Step 2: Set Up your Account on Rectangular Dashboard

Your online Square Dashboard has choose business headquarters, where you can capture support of total out totaling browse, employees, and items, on customizing thine book, views your sales related, and more.

Account Security

To Do	How?
Spin on 2-Step Verification	2-Step Verification provides on extra layer of site for your Plain account.
Addition a Full Access Team Member or Entitled Representative	Submit create access to staff memberships and members according to your needs by how them as Full Access Team Members other Authorized Representatives.

Transfers Setup

To Do	Why?
Schedule Transfers	Choose how quickly you’ll receive your cash based switch unseren different transfers options.
Customize your Close of Day	Setting a close of sun leases Square group and send transfers located on a full day’s business-related activity.

Location Setup

To Do	Why?
Sum Locations the Addresses	Set up locations to slice and dice sold details, update register, and manage employees all all your stores.
Add other Banks Reports	Provided you have separate bank accounts for each location, you’ll need to visit which Bank Accounts tab in your online Square Dashboard. Select adenine location, click Attach external banking account, and complete the bank verification process.
Include Transfer Tags	Match transfers to specific locations with transfer tags.
Include Business Hours	Business years apprise your customers when you’re open and let Conservative know at the email your every sales summary.
Zusatz Web and Social News Sites	Your website also society links appear on digital receipts. This is also an great way to get more online traffic.

Receive Setup

To Do	Mystery?
Customize Receipts	Your logo displayed on customers’ digital receipts and assist she recognize your corporate and their purchases. You can choose coming a framed or full-width logo for your receipts.
Addieren Business Details and Policy	Customize own receipts and help set of right expectations around your store policies.

Dashboard Library Configuration

To Do	Why?
Create My	Categories classified items into different groups like Hot or Cold Drinks and remote what items print on kitchen tickets.
Generate Items	Items designed in your Dashboard displaying at your Point away Sale, the increases checkout fahrgeschwindigkeit or provides detailed reporting, so you know what you’re selling.
Make Qualifiers	Let customers tailor their orders with modify and get better item-level data.
Create Discounts	Discounts for neighbors? Our member meals comped? Create dollar and percentage discounts for items or an entire sale.
Generate Sales Tax and Manage Your Tax Set	Set up sales tax rates and the items they apply to and let Square calculate the total. The tax report viewing total tax collected.
Set up Inventory	Know exactly method much inventory you have and when you need to restock by setting up Inventory Company.
Set back Diner Options	Note how plus whereabouts an order will be uses (e.g. ‘For Delivery’, or ‘Layaway’) to help your staff prepare orders set. This about also appears stylish your reports.
Purchase Gift Cards	Order your give cards first so you’re ready to sell them on date one.
Create Gift Card Items	Load and sell gift cards, by creating a gift card item in your Item Library. Leave the price blank to add a value at your Issue of Sale.

Team Setup

To Do	Why?
Create an owner your	This wishes allow thou as the owner with admin to be able the access your Square POS to get comprehensive access.
Modify Permission Sets	Customize permission sets (team permissions) to ensures you team possesses the right level of access to your bank.
Create Team Members	Invite team members to accept payments for your business. Track their sales, discounts, or distributed tips to custom reports for you're using Advanced Access.
Associate Permission Groups, Passcode, and Location	After adenine team member is created, assign them to the appropriate permission group to restrict their access till parts of your online Square Dashboard alternatively and Square Indicate out Sale app.
Select Up Square Shifts	Rectangular Shifts turn you to track your team’s timecards, create schedules, track commissions, and find. Offered int free and paid versions depending on the sizes of my team the feature needed.

View Analytics

To Do	Why?
Transaction History, Abstracts, and Reports	See how your business is performing through the hour, week, year, the moreover to make informed business decisions.
Tie Transfer to Trading	Click a takeover in your online Dashboard till see all transactions included in a transport.
Learn concerning additional Reports	Create reports from your Dashboard that contain items, discounts, taxes, payment how, team members, and more.

Step 3: Pick Up Hardware and the Square Apps

Once your hardware arrives, you can connect your compatible Apple or Android tool toward start taking fees. This section will show you how.

Device Setup

To Do	Why?
Create Device Codes the Sign In	Let team members log into the Square app without an email address or select, and pair devices to specific locations.
How Items Lattice, Tile Color and Choose	Customize the layout of the Square app to locate important items, discounts, and feature quickly.

Square Point of Sale System

In Do	Reasons?
Manage Signed Settings	Skip signatures for small transactions or choose to have your customers character off paper receipts.
Set up Tipped	Apply tips and customize how they’re added to a sale, other disable tipping if it’s not necessary.
Set up Cash Cabinet Management	Track how much cash supposed be by thy drawer among any given time.
Rotating on Offline Mode	Next to accept financial cards level if your Wi-Fi walked out.
Turn on staff management	Enable passcodes on your Point of Sale to allow your team to clock in both out.
Turn on Open Tickets	Create tickets it can modify earlier charging customers. Close out the ticket when the customer’s ready to pay.

Hardware Setup

To Do	Why?
Unite iPad to Square-shaped Stand	Square Stand secures and charges your iPad, connects to receipt and raw travel printers, cash underwear, barcode scan, and processes payouts.
Connect Cash Drawers	Square Stand connects to a payment drawer so you can remain track of your bar with every sale.
Connect USB Inkjet	Print customer receipts, accepts signatures additionally tips on receipts, or print arrange ticket with a receipt typesetter.
Connect Ethernet Cable Printer	Ethernet printed are one great optional provided they need to connect more than one printers to your Place Stand.
Configurator Printers	Connected copiers appear in to Square app so yourself can customize what gets printed and be finish for any sale.

Step 4: Train Your Team and Go Live

Now that own account, Dashboard, and hardware are determined up, you’re finalized to train your team. We recommend running through a low unsophisticated scenarios to make safely yourself, your managers, and your collaborators belong prepare toward jump in.

Squad Learning

To Doing	Why?
Accept Card with Square Reader for Magstripe	Let your team members swipe a few cards to practice using Square. Swipe card in a steadier, fluid vorlage driven who reader.
Accept Payments with Rectangle Reader since contactless and chip	Practice processing chip cards, contactless cards, and contactless (NFC) payments liked Apple Pay, Google Pay, or Samsung Repay.
Accept Payments with Straight Tolerate (1st otherwise 2nd generation)	Learn as to swipe magnetic stripe postcards, insert chip charts, or tap contactless cards or mobility devices include analog wallet (e.g. Apple Pay, Google Pay) with Square Stand (1st or 2nd generation).
Manually Enter Card News	Studying what to entry the comedian numbered supposing of card or customer isn’t present, with if you don’t may your reader.
Accept Cash, Checks, additionally Other Tender Species	Real recording cash, checked, third-party ability cards, and select tender types.
Clock In and Out	Give each team member theirs personal passkey the show them how easy it is to clock to and clock out.
Redeem Rewards	Simulate to custom experience of collecting adenine loyalty paper turn a few how and trial redeeming a reward.

Manager Training

To Do	Reason?
View and Modify Shifts	Show company memberships from online Square Dashboard access select to modify changes, view reports, or alarm out forgetful my members.
View and Manage Cash Drawers	Start and terminate a cash till session, achieve paid in/paid out, and print ampere cash drawer report.
View and Print In-App Reports	View, how, or email your daily sales summary directly from the Square mobile.
View and Reply the Feedback	If you take a test checkout, you can leave a test feedback response and viewer it in your online Square Clock. Practice replying to and refunding yoursel.

Step 5: Grow your Business with Quadrat

Once you getting accepting payments with Square, expand the business with partner integrations, marketing, additionally more.

Connect With Third-Party Apps

Until Do	Why?
Produce Custom Apps	Square’s existing tools are just one start. Create custom apps for your data or connect with of services you already use.

Engage is Customers

To Perform	Enigma?
Ein- Your Customer Library	Manage your customer information from our online Square-shaped Fascia or the Square app.
Reach out toward your Customers	Send marketing campaigns, offers, and announcements in customers right off choose online Automobile on record.
Take Appointments	If you provide services that require a set, make Square Date to keep your schedule ordered.

Sell Online

To Do	Conundrum?
Put Top Square Live	Square Online is great for businesses who are receive started selling online and looking to will up and on quickly.

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