You can use Square to process online and in-person POS payments. This article provides instructions on connecting Square so you can accept online payments from your booking page and manually charge credit cards (inputting the card details) from your Bookeo dashboard. |
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In this article:
- Set up the integration with Square e-commerce
- Accept Apple Pay and Google Pay payments
- Search for a booking payment or transaction ID in Square
- Tax tracking for Square E-commerce payments
Set up the integration with Square e-commerce
To set Square as payment gateway for online payments:
1. Go to Settings>Online payments
2. From the Payment gateway [1] drop-down menu, select Square. Here you can select if you want to:
-
Create a new Square account
- Select I want to create a new Square account [2]
- A pop-up window will open informing you that after signing up with Square, you will have to go back to this page to complete the integration. Click OK
- A new tab will open in your browser, with the Square sign up page. Complete the Square account set up
- Go back to your Bookeo account
- Select I already have a Square account [3]
- Click on the Connect [4] button
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Connect an existing Square account
- Select I already have a Square account [3]
- Click on the Connect [4] button
You will then have to allow Bookeo to access your Square account:
3. A pop-up window will open informing you that this will clear any credit card details currently stored, and asking if you are sure you want to continue
4. Click Ok
5. You will be asked to input your Bookeo password
6. Click Ok
7. You will be redirected to the Square Sign in page. Sign in with your username and password
8. You will be asked to allow Square to access some of your Bookeo's data
9. Click Allow [5]
10. The browser will go back to the Online Payments page of your Bookeo dashboard
11. If you manage multiple locations with Square, please make sure to select the location to be linked to the Bookeo account from the Square location drop-down menu
12. Click OK
13. Input your Bookeo password for security
14. Save
Accept Apple Pay and Google Pay payments
With Square E-commerce, you can offer Apple Pay and Google Pay as checkout payment options for your customers. To enable Apple Pay and Google Pay payments:
1. In your Square dashboard, enable Google Pay and Apple Pay following these steps here
2. In your Bookeo dashboard, in Settings>Online payments, in the Alternative payment methods section, tick the Enable checkbox
3. Click Ok. For security reasons, you will be required to input your Bookeo password.
If you enable Apple Pay and Google Pay, when your customers make a booking online, these payment options will show at checkout, in addition to the other payment options you offer.
When customers select the additional payment methods, they will be redirected to the Square checkout page to complete their payment. They will be automatically redirected to your booking page after the payment.
If customers pay via the Square checkout page, the credit card details will not be saved for future use, regardless of your settings in Bookeo.
Search for a booking payment or transaction ID in Square
Search for a booking number
1. Log into your Square dashboard
2. Click on Sales [2], then on Transactions [3]
3. Select the date range [3]
4. Select Notes [4] and paste the booking number.
Search for a transaction ID
1. Log into your Square dashboard
2. Click on Sales [2], then on Transactions [3]
3. Select the date range [3]
4. Select Export [5], then Transactions CSV [6]. You can search for the transaction number in the CSV file.
Tax tracking for Square E-commerce payments
To keep track of taxes for your bookings, you can use Bookeo's reporting tools in Marketing>Reports or integrate your Bookeo account with Xero.
It is not possible to track taxes for Square E-commerce payments for bookings in Square. Square only allows the tracking of taxes for payments for "orders". Square orders are designed for e-commerce stores, where customers purchase goods online, and orders are not modifiable once created - because they are typically shipped in a short time.
Bookeo bookings can change after they have been created and often multiple payments are received for a single booking. It would not, therefore, be possible to link taxes for bookings in Square, nor determine what portion of a tax is to be associated with an individual payment.