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How to setup the Square payment method
How to setup the Square payment method

This article provides a step-by-step guide to set up the Square payment method.

Robert avatar
Written by Robert
Updated over a week ago

Setting up the Square payment method is a straightforward process that can be done in just a few steps. Follow the instructions below to start accepting payments via Square.

  • Step 1: Sign up for a Square account

Go to Square's website and sign up for a new account if you don't have one already.

  • Step 2: Go to "Apps"

Once you've logged in to your Square account, go to the "Apps" section and select "Online Checkout."

  • Step 3: Get Started

Click the "Get Started" button and follow the prompts to create your first online checkout.

  • Step 4: Activate Payments

Choose "Payment Methods" in the left-hand menu, then click "Connect to Square."

  • Step 5: Activate Payments

  1. Log in to your Square Dashboard

  2. Click on the "Settings" option in the left-hand menu

  3. Click on the "Team" option

  4. Click on the "Invite Team Members" button

  5. Enter the email address of the team member you want to invite

  6. Choose the role you want to assign them (Admin, Manager, Employee)

  7. Add a custom message (optional)

  8. Click on the "Send Invitation" button

The team member you invited will receive an email with instructions on how to accept the invitation and create their account. Once they have accepted the invitation, they will be able to access your Square account with the role you assigned them. You can also manage the permissions of your team members by editing their roles in the "Team" section of your Square Dashboard.

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