Connect Square

Packyard can take payments through Square or Stripe. Choose Square if you use a Square Terminal. Once you connect your Square account, you can check out on a Square Terminal, save customers’ cards, and charge cancellation and no-show fees.

• You need to be an owner of the Packyard account. Staff see Ask the owner to connect Square. instead of the button.
• You need a Square account with at least one location.

1. Click the gear icon at the top right to open Settings. On a phone, tap Menu at the bottom left instead.
2. Click Integrations.
3. On the Square card, click Connect Square.
4. Sign in to Square and approve the access Packyard asks for.
5. Square sends you back to Packyard. You’ll see Successfully connected to Square! and the card changes to Connected.

Finish within 30 minutes of clicking Connect Square. After that, the connection link expires and you need to start again.

• Save cards on file. Open a customer and click Add card under Card on file. Cards on file let you check out faster and charge cancellation or no-show fees.
• Set tips. On the Square card, choose the Tip Percentages shown on your terminal, turn Allow Custom Tip on or off, and click Save Tip Settings. Only an owner can save tip settings.
• Add a Square Terminal. First link your Square location to a Packyard location in Settings → Locations. Then click Add Device on the Square card and follow the pairing steps.

• Switching from Stripe? If Stripe is on, clicking Connect Square asks Switch to Square? Click Connect Square to confirm. Stripe is turned off for checkout, and payment links that are still open are cancelled. Your Stripe account and past payments stay in Stripe.
• Using Stripe instead? While Stripe is on, the Square card shows Not Connected. Cards saved with Square can’t be charged until you switch back.
• Packyard doesn’t import your Square item library or customer list. Add your services and customers in Packyard.
• To disconnect, click Disconnect on the Square card and confirm. Card payments stop, and your terminals are removed from Packyard (they stay registered in Square). Your tip settings are cleared, so set them again if you reconnect. Only an owner can disconnect. Staff see Only the owner can disconnect Square.
• Declined access on Square’s page? You’ll see Square wasn’t connected: access was declined. Click Connect Square to try again.
• If you see Failed to connect to Square. Please try again., click Connect Square again. If it keeps happening, email support@packyard.app.

• Connect Stripe
• First steps after signing up
• Change what someone can do