How to Set Up Paid Appointment Booking in Square Appointments – Step-by-Step Guide

In today’s fast-paced business world, accepting payments upfront for appointments ensures better cash flow and reduces no-shows. Square Appointments offers a straightforward way to set up paid appointment booking so you can focus on delivering quality services without worrying about late payments. This guide will walk you through the exact steps to enable paid bookings, embed your booking calendar, and manage payments effectively.

1. Why Use Paid Appointment Booking?

• Improve Cash Flow: Collect payments upfront to avoid late cancellations.

• Reduce No-Shows: Clients are more committed when they pay in advance.

• Simplify Admin: Automate payment tracking and reduce manual invoicing.

2. Setting Up Paid Appointment Booking in Square

Step 1: Create Your Square Account

If you don’t have one, sign up at Square.com and verify your business details.

Step 2: Access Square Appointments Dashboard

Navigate to the “Appointments” tab after login.

Step 3: Set Up Your Services with Pricing

• Click Services > Add Service.

• Enter the service name, duration, and price.

• Enable Require prepayment to collect payment during booking.

Step 4: Enable Payment Processing

Make sure your Square account is linked to your bank account to accept payments.

Step 5: Customize Booking Settings

• Adjust cancellation policies and notifications.

• Set deposit or full payment options as required.

3. How to Embed Your Square Booking Calendar on Your Website

• Go to Online Booking > Website Integration.

• Copy the provided embed code.

• Paste it into your website’s HTML or use your CMS’s embed block.

This lets visitors book and pay without leaving your site, providing a seamless user experience.

4. Square Appointments vs Square Invoices for Service Bookings

• Square Appointments: Best for scheduling with integrated payment upfront.

• Square Invoices: Suitable for billing after services or irregular appointments.

Choosing the right tool depends on your business model and cash flow needs.

5. Tips for Optimizing Your Square Appointment Booking Setup

• Clearly state your cancellation and refund policy.

• Send confirmation and reminder emails automatically.

• Regularly review your services and pricing to stay competitive.

Conclusion

Setting up paid appointment booking with Square Appointments is a smart way to manage your consultations and improve cash flow. By following this step-by-step guide, you can simplify your payment processes and give clients a smooth booking experience.

If you’re ready to streamline your appointments and get paid upfront, start setting up your Square Appointments today!

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Need help setting up Square Appointments or integrating payment options? Contact Justwise Accounting for expert guidance tailored to your business needs