Connected records
Keep client context attached
Square workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Square integration
Connect your own Square account and take card payments on invoices, Flash Pay links, proposal deposits and retainers, then import your Square customers and members. Stripe stays available beside it.
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Choosing how a client pays
Connect Square next to Stripe
Settings → Integrations → Square
Pick the processor on the item
Pay with: Default, Stripe or Square
The payment lands on the invoice
Recorded on the invoice, in the account you picked
Their card, your Square account
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
How Square works with Workspace369
- 01
Connect your Square account
Sign in to Square from Settings and approve access. Payments settle in your own Square account, and you choose which Square locations to use.
- 02
Choose the default and pick per item
Set the default for new payments under Online payments. On an item, the Pay with row picks Default, Stripe or Square.
- 03
Watch payments land on the record
Each payment is recorded on the invoice it paid, so the team sees the status without opening Square.
Connected data
What moves between the systems
Invoices and recurring plans
Pick Stripe or Square on each invoice and each recurring plan, or leave it on the workspace default.
Flash Pay
Pick Stripe or Square for each Flash Pay link you send or show as a QR code.
Proposal deposits
The deposit a client pays when they accept a proposal can go through Stripe or Square.
Booking deposits
Online booking is on Specialist and up. Pick Stripe or Square for the deposit on each bookable service. A service that holds a card for no-shows, or charges in a currency other than USD, CAD, GBP, AUD, JPY or EUR, takes its deposit through Stripe.
Retainers
Pick the processor for each retainer. Prepaid retainers use Stripe, so their balance can be refunded.
Memberships
Plans imported from Square keep billing in Square. New memberships you sell are paid through Stripe.
Customers and members
Import from Square matches your Square customers to clients, maps Square plans to membership types and adds pack balances from a spreadsheet.
Setup
Setting up Square
- 01
Connect Square
Open Settings → Integrations → Square, and choose Connect Square. The workspace owner or an admin signs in to Square and approves access.
- 02
Choose your locations
Pick the Square locations to use and the default location where new Square payments go. You can change this later.
- 03
Set the default and send
On the Online payments screen, open Providers and choose the Default for new payments. Then use Pay with on any invoice, Flash Pay link, deposit or retainer to override it.
- 04
Optional: import from Square
On the Square page, choose Import from Square to bring across customers, members and pack balances. Every step shows what it read before anything is added.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use Square for
Already taking payments in Square
Connect the Square account your business already uses, choose it as the default for new payments, and clients pay invoices by card into that account. Each payment is recorded on the invoice.
Using Stripe and Square side by side
With both connected, pick the processor on each invoice, recurring plan, Flash Pay link, proposal deposit or retainer. Anything you leave on Default follows the workspace default.
Bringing a Square studio or shop across
Import your Square customers as clients, map your Square plans to membership types, and add pack balances from a spreadsheet. Members keep billing in Square, and nothing changes in Square.
FAQ
Questions about Square
- Do I need my own Square account?
- Yes. You connect your own Square account, and payments clients make through Workspace369 go to it. Your money stays in your Square account.#
- Who can connect Square?
- The workspace owner or an admin. Only the owner can disconnect it.#
- Can I use Stripe and Square together?
- Yes. Connect both, choose a default for new payments, and pick Stripe or Square on any invoice, recurring plan, Flash Pay link, proposal deposit, booking deposit or retainer.#
- Which payment methods does Square take here?
- Card payments. Some methods are Stripe-only, such as bank transfer (ACH) on invoices, Cash App Pay, Klarna, Affirm and Afterpay, so pick Stripe on items where you want those.#
- Can Square take payments right after I connect it?
- Once Square has finished verifying your account. If it hasn't, the app tells you what Square still needs, such as verifying your identity or bank account, and notices when Square is ready for cards.#
- Does autopay work with Square?
- Autopay charges a saved Stripe card, so keep Stripe on recurring plans and retainers that use autopay.#
- What happens to members who already pay through Square?
- Import from Square maps your Square plans to membership types, and those members keep billing in Square. When one asks to freeze or cancel, staff see the request, make the change in Square, then mark it done.#
- What does Square cost?
- Square charges its own processing fees to your Square account. The Connect Square screen shows the fees before you connect.#
- Does the import change anything in Square?
- No. Import from Square reads your account and adds records to Workspace369. Nothing changes in Square.#
- What happens if I disconnect Square?
- Square pay links stop and new payments can't use Square until you reconnect. Stripe keeps working, and your clients, invoices, payment history and memberships stay in Workspace369. Money already paid stays in your Square account.#
Keep exploring
Related pages
See the current Workspace369 in the real app.
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.
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