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. Since MassageBook Manager offers an integrated checkout experience through Square, your Square bluetooth reader will need to be connected to MassageBook Manager rather than the Square POS 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. 
      • If you have not previously added the customer in Square, then you can select + Create New to generate a Square customer profile and connect it to MassageBook.
   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 Gear Icon next to Pay with Square to begin connection to your Square reader.
   • Tap Connect Reader and press the button down on your Square reader until all lights flash orange.
5. Select Pay with Square after your Square reader has connected.
6. Select a card on file, or select Swipe, Dip, or Tap. 
7. Dip, tap, or swipe the card.
8. Select a tip percentage or enter custom tip amount to complete payment.

Note: Signature cannot be collected during checkout with Square.

If you are having trouble accepting a Square payment through MassageBook Manager, please refer to the troubleshooting tips here.

Alternatively, you can take payment via the App Switch functionality. You can learn more about this here: Using Square App Switch With MassageBook Manager.

Having trouble taking payment? Review the Troubleshooting Tips for Checking Out with Square in MassageBook Manager.