Checking Out an Appointment with Square

MassageBook Manager lets you check out an appointment and take payment through Square without the need of using the Square POS app. 

Important notes: before accepting payments through Square in MassageBook Manager, you may need to disconnect and reconnect to Square within the desktop version of your MassageBook account. Please read below for steps on how to do so. If you have clients enrolled in memberships, please view the note about that as well.

Also, MassageBook Manager has integrated checkout with Square. You will not need to connect your Square reader to the Square POS app to use MassageBook. If you are having troubles connecting your Square reader, ensure it is not connected within the Square app. 

To check out with Square, follow the steps below:

1. Tap an appointment within your schedule to open the Booking Details page.
   1. If you are in the Agenda view, you can also swipe right on the appointment to see a checkout option.
2. Tap Checkout 
   1. Link card on file allows you to select a customer that you have previously added within Square. If they have a card on file, then that will be linked for payment. 
      1. Note: Currently, the customer profile will need to be added in Square first. Or the card will need to be added during membership enrollment.
   2. Add Item allows you to add services, products, or promotions to the sale. Note: any services added during checkout will be added to the client’s record as a prepaid credit to use in the future.
   3. Edit Total allows you to discount the total amount due
3. Tap Next
4. Tap the Attention icon to connect your Square reader
5. Select Pay with Square after your Square reader has connected
6. Select a card on file, or select Swipe Card 
7. Swipe card and complete payment.

If needed, you can disconnect and reconnect to Square by following these steps:

1. Log in at MassageBook.com
2. Click Settings
3. Click Credit Card Payments
4. Click Disable beside Square
5. Once disconnected, click Connect with Square and reconnect.

Important Note: If you have clients enrolled in memberships, then disconnecting from your Square account may wipe their saved card. Once you reconnect your Square account, you can follow these steps to select the client's saved payment card again:

1. Navigate to the client's record. 
2. Select the Memberships tab. 
3. In the Payment Information section, select the Edit button. 
4. Select Link the client's Square record. 
5. Use the search bar to find the client's Square record. 
6. Select the circle next to their name and click Next.
7. Select Refresh Cards on file from Square. 
8. Select the circle next to the card you'd like to use and click Save. 

If you don't see any saved cards, then you may need to reach out to the client and collect their card information again.