Square Integration for Processing Payments

What You Can Do with Square

Square gives you a reliable way to collect payments inside BizStackPro—whether you’re charging once or billing on a recurring cycle.

• Process one-time and recurring payments.
• Use Square on invoices, stores, order forms, payment links, and calendar bookings.
• Trigger automations using events like Order Submitted and Payment Received.

Step 1: Connect Your Square Account

1. Go to Payments → Integrations.
2. Select Square.
3. Follow the prompts to authenticate and approve access.
4. Complete the connection wizard.

Step 2: Map a Physical Location

Square location mapping keeps reporting and payment routing accurate. Each BizStackPro sub-account maps to a single Square location.

1. After connecting, BizStackPro pulls your Square physical locations.
2. Select the location you want tied to the current sub-account.
3. Click Save.

Step 3: Configure Products (One-Time or Recurring)

Square can process both one-time purchases and subscriptions, depending on how you set up product pricing.

1. Go to Payments → Products.
2. Create a product or click Edit on an existing one.
3. Choose pricing as one-time or recurring.
4. Make sure Square is enabled as an available payment method (where applicable).
5. Save your changes.

Step 4: Use Square Across BizStackPro

After Square is connected, enable it in the channels you sell through and test end-to-end.

• Invoices: Send one-time or recurring invoices (based on your setup and product type).
• Stores: Accept Square at store checkout (if available in your plan/setup).
• Order Forms: Use Square on funnels/order forms for fast checkout.
• Payment Links: Share quick checkout links with Square enabled.
• Memberships/Forms: Use Square where checkout is supported.

Step 5: Calendar Payments (Key Notes)

You can collect payments for bookings using Square once your integration is connected and calendar payment settings are enabled.

• Enable payment collection in Calendar Settings.
• Limitations: Square isn’t supported for the Classic Widget or the Service menu.

Step 6: Monitor Payments & Automate Follow-Up

Once payments are flowing, BizStackPro makes it easy to track activity and trigger confirmations, receipts, and next steps.

1. Open Payments → Orders to view purchase details and statuses.
2. Open Payments → Transactions to review transaction history.
3. Use automation triggers like Order Submitted and Payment Received to send confirmations and run workflows.

Pro Tips

• Test thoroughly: Run an end-to-end test per channel before going live.
• Map locations carefully: Confirm the sub-account is mapped to the correct Square location for accurate reporting.
• Limit access: Restrict who can manage payment integrations in the sub-account.
• Document your setup: Note which channels use Square so troubleshooting is faster later.

Use Cases

• Retail: Unify payment processing and reporting across locations.
• Service businesses: Collect deposits or full payment during booking.
• Subscriptions: Offer recurring plans for memberships or retainers.
• Invoices + links: Get paid fast with minimal friction.