Square

You can automatically send customers requests to review your business after online and in-person purchases. You can also sync customer info between Podium and Square.

• Improve your online reputation by automatically sending review invitations after creating an invoice or order and when customers complete a payment.
• Save time managing your customers by seamlessly importing Square contacts into Podium. No more copy and pasting between systems!

Compatibility

All Versions

Setup Process

1. Click Connect.
2. Select the Podium location you’d like to connect to Square.
3. Allow Square to access the appropriate Podium data.
4. Allow Podium to access the appropriate Square data. (Log in to Square if necessary.)
5. Make sure you’ve selected the appropriate country.
6. Select the correct Square location.
7. Check the box to enable contact import and syncing.
8. Click Finish.
9. Select the automations to use with your Square integrations.
10. Click Activate.