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Square Payments Set Up Guide

Connect your Square account to take payments and sync customers. This guide walks you through the up process step by step.

Updated today

โš ๏ธ The features shown here are in beta testing. Contact support to participate in early access.

Sign Up for a Square Account

Use our referral link to sign up for a Square account.

Your square account must be activated for taking payments before connecting to Detail Bookie.

Connect your Square Account

  1. Sign in to your Detail Bookie back office.

  2. Visit: Set Up > Square > Square Payments V2.

  3. Click the Get Connected button.

  4. Sign in with your Square account.

  5. Review the permissions and click the Allow button.

  6. Click OK to return to your Detail Bookie back office.

  7. (OPTIONAL) Click the Enable Square Customer Sync toggle to share customer records between Square and Detail Bookie, and to enable saving customer payment details on file.

The Get Connected to Square integration set up screen in the Detail Bookie back office menu

The Square Payments Sign In page

A permissions request screen to grant Detail Bookie integration access to your Square account

A confirmation page confirming a Square account was successfully connected to Detail Bookie

The Square integration set up page in the Detail Bookie back office

I'm having trouble getting connected

If you are seeing an error during the sign up process, please contact Detail Bookie Support via phone or live chat for help.

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