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Getting Started with Square Appointments
 
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Square Appointments: Online scheduling, automated reminders, mobile app, and more. https://squareup.com/appointments This video will go over how to sign up for Square Appointments and show how to set up your account. ------ Managing your appointments can be a time-consuming pain. Square Appointments fixes that—so you can spend time with your clients, not your calendar, and stay in control of your whole schedule. We’re going to show you how fast and easy it is to create services and appointments. But first, let’s take a quick look at all the things you can do with Square Appointments. You can see your upcoming appointments at a glance or get a complete look at your calendar. You can create new appointments, and services, and add staff, clients, and more detailed information about your business that will automatically be added to your free online booking site. You should know that you can sync your Google calendar, have clients secure appointments with a credit card, and make it so you get to approve any appointment booked online. That’s how you always feel in control of your calendar. By the way, customers who use the Online Booking site book two times as many appointments as those that don’t. And that keeps you twice as busy. Just sayin’. To add a service, you just give it a name, say how long it takes, and how much it costs. That’s it. Well, you can add a description, and block extra time off, if you need to. Next we can make a test appointment. Just pick a time on the calendar. Any time. Yeah Tuesday at three sounds just great. Okay. Now let’s put in your name, email or phone number so you can see what the notification is going to look like. Select a service and you’re done. The appointment pops up on your calendar and you don’t have to worry about anything else. It’s that easy. There’s also a free mobile app for iPhone that lets you check your calendar from anywhere. So get your calendar online now and spend more time with your clients, not your appointment book.
Views: 29363 Square
How to use Square Terminal
 
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See the new Square Terminal at http://www.square.com/hardware/terminal. With Square Terminal, you can accept chip cards, contactless payments like Apple Pay and Google Pay, magstripe cards, gift cards, and any other way your customers want to pay. It’s easy to search transaction history and view sales reports, and with Square, there are no monthly or hidden fees. And if you ever lose your internet connection, you can still take payments by enabling Offline Mode. Watch other videos to learn more about Square Terminal, or go to http://www.square.com/go/terminal-guide.
Views: 34381 Square
How to Create an Invoice with Square
 
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Learn all about sending invoices with Square at https://squareup.com/invoices. Send invoices from the office or out in the field with Square invoices. You can do it easily from the Square app or your Square Dashboard. No more waiting for checks and wasting time at the bank. Get paid faster with Square Invoices. Get started at https://square.com/login. Transcription: Whether you’re in your office, or out in the field, you can send professional looking invoices from anywhere with Square. Square makes it easy for your client to pay, and easy for you to send. No more printing out invoices, waiting for checks to arrive, then depositing them at the bank. With Square Invoices, you can send an invoice to your customer’s email address, and they pay online directly to your account. Which means less work for you and faster payments from them. To send an invoice from your mobile device via the square app, or your square dashboard simply select invoices from the navigation panel. Then Create Invoice. Add your customer’s name and email address. If you already have customers stored on your phone or Square’s Customer Directory, you can simply choose from your existing list of clients and TAP Add to Invoice. Next add item and select an item from your Item Library. Adjust the quantity Add Invoice Details Or even add a customized message, like this. Now you can preview the invoice to see how it’ll show up for your client. From your Square dashboard You can customize the look by changing the color and logo at any time in accounts and settings.. Want to make a change? No problem. Simply navigate back to the invoice to make updates. Once you’re all set, just Tap Send! You can easily track the status of your invoice to see when the invoice was viewed and paid. Once you’ve sent the invoice, your clients will receive the invoice directly in their email, where they will see options to pay with any supported credit or debit card. They can also pay their invoices in person. After they’ve successfully entered their payment information, both you and your customer will receive a confirmation email that the invoice has been paid. And that’s it. You can check invoices off your list in a matter of minutes.
Views: 26818 Square
How to Use Square Register
 
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See the new Square Register at http://www.square.com. Get to know your Square Register and customer display. Connect them, or use them apart to set your counter up just the way you want. Connect to the internet, log in to your account, and examine the entire feature menu. Check out your customers, see all your transactions, search and edit customer lists, send invoices, track sales reports, adjust your settings, and get quick answers to common questions. Get help from the Square Support Center or learn more at http://www.square.com/register-setup. TRANSCRIPT Here’s a step-by-step look at everything you can do with your new Square Register. First, and foremost, you should get to know your customer display. It snaps to Square Register easily. Just press firmly on the bottom edges of the customer display to ensure it’s locked in place. And it powers up automatically when Square Register is on. To undock the customer display, hold in the release latch located on the bottom of Register and lift the display out to move it closer to your customers. Grab the included customer display cable. Plug one end into the bottom of the customer display and the other end into Register. A simple unplug and replug will also restart your customer display. To customize the image on your customer display, log in to your Square Dashboard on your computer. Get step-by-step instructions in our Setting Up Locations video. And keep in mind, you can always connect a cash drawer, printer, and bar code scanner with the included accessory hub. SQUARE REGISTER SETUP AND MENU Before we go over all the ways Square Register can power your business, you’ll first want to make sure your device is connected to the internet and that you are logged in to your account. Just look for the Wi-Fi symbol or Ethernet arrows. Your point-of-sale app is under Checkout. This is where you can ring up items from your item library, type in custom amounts, offer discounts, or look up the balance of your customers’ gift cards. To edit your item grid on the fly, hold your finger on a tile until you’re in Edit Mode. Then add new items or arrange your items any way you want. You can create or edit items, categories, modifiers, discounts, and gift cards here in your item library. Change prices, add variant price points for different sizes, and charge tax for the item. Or don’t. If you’re editing many items, it will be easier to log in to your Square Dashboard on your computer. PAYMENTS HISTORY Search all your transactions by receipt number or card in the transactions tab. This makes it easy to print a new receipt or issue a refund to your customer. Just find the transaction and use the big buttons at the top. ADDING CUSTOMERS You can add new and existing customers to a sale from checkout, and to manage your customer list, tap on Customers in your main menu. It’s easy to search all your customers by name, phone, or email. You can resolve duplicate customers and create new customers, right on the list. To add a customer to the directory, just tap “Create Customer,” enter their information on your screen, and even save a card on file if you want. Long lists of customers should be imported on your Square Dashboard. You can also see valuable information about your customers, like who your regulars are, and who hasn’t been back in a while. Try Square Marketing in your Dashboard to send them offers to get customers back through your door and increase your sales. INVOICES Square makes creating and sending invoices right from your register a snap, too. Your Square Register will send an email to your customer and they’ll be able to pay your invoice with a click. SALES REPORTS Square Register makes it simple to see daily sales reports at a glance. Just select the time period for which you want to see your sales, and, poof. There they are. And then see the deposits Square’s made to your account with a single tap. See our Linking Your Bank Account video if you need help with linking your bank account. You can see more detailed reports from your computer on your Square Dashboard. It’s your way to keep your finger on the pulse of your entire business. To learn even more, check out our multilocation management and custom reports videos. SETTINGS You can also quickly edit your device and business settings. This is where you connect to Wi-Fi, adjust display brightness, and set up employee timecard settings. Pro tip: turn this on and employees can clock in and clock out right on the register. Learn more about managing employees in our timecard video. And the Support menu is where you can get quick answers to any questions that might come up. Right from your new Square Register.
Views: 124696 Square
Getting started with Square Appointments
 
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Start managing appointments free at square.com/appointments. Square Appointments has everything you need to run your business. Customers set appointments and you take payments with a complete point of sale that keeps track of inventory and lets you keep notes on your customers. All in the same free app. Learn more at square.com/appointments. TRANSCRIPT GETTING STARTED WITH APPOINTMENTS Square appointments is an easy to use app that includes your calendar, your customers, payments and point of sale. It’s easy for you and your customers and is now free for individuals. CUSTOMER EXPERIENCE Let’s start with what your customers see. All they have to do is click a service from your online booking site. In this example, our customer wants to book a haircut at Penny Harper, a business with multiple employees on staff. All they have to do is click Book an appointment Choose from the list of provided services and click Continue. Customers will then have the option to choose their staff member or "Book with any Available" if they just want to get in fast. Next, they’ll find a day and time that works best for them. Finally, they’ll enter their contact info, add a note if necessary, and click "Book Appointment". The appointment request will be sent to you for approval. They get confirmation and then can get friendly automatic reminders via text or emails, to stay on top of their schedule. Which means less back and forth for you and your customers, just a confirmed appointment that’s on the books. You can also require customers to prepay, or collect cancellation or no-show fees to protect your time. MANAGING APPOINTMENTS REQUESTS Square Appointments makes managing multiple appointment requests a breeze. You can see all your pending and upcoming appointments as well as client messages at a glance. You get to control your schedule, so you can Decline…[action] or Accept appointments and your customers will be notified of your response. If accepted…[action], the appointment moves to your Upcoming Appointments on your calendar. MANAGING STAFF AVAILABILITY Square Appointments makes it easy to gather information about how busy you and your staff are at any time. There are three ways to view staff schedules. Day View; Week View; and List View. Choose Day view to see the booked time for any individual employee. Week view to see upcoming appointments for all of your staff members. Tapping the badge icon in the top right allows you to select the staff schedules you wish to view. You can also manage each added staff members’ time right from the app. Tap the Plus button in the top right to Create a Personal Event, like a Dentist Appointment, for one of your employees. Set the duration of the event, and select who it applies to. Those changes will automatically be reflected on your calendar, so customers know when you and your staff are away. CLIENT DIRECTORY With the built in customer directory, you can see notes about your customers and their purchase history, so that you can improve their experience each time. To access the directory, tap the Menu icon in the bottom Left, then Clients. Select a customer from the list to view their upcoming appointments, review purchase history, and see any notes staff members have taken. CHECKOUT Once the appointment is over, you can check your customer out right from the Square Appointments app. Just tap on the appointment in your calendar. The sale will be associated with the staff member the appointment was booked with. Tap Review and Check Out. Add any additional items or services, like some Shampoo then select Charge. Appointment information will automatically carry over from the booked appointment. Choose any payment method your customer prefers and complete the transaction. Or you can even send them an invoice. If they’re a regular, you can also put a card on file, so their next checkout is even more seamless. And just like that, your appointment is checked out and you’re on to the next. And that’s about it. Square Appointments has everything you need to run your appointments business. square.com/help Keyword: appointments
Views: 25361 Square
How Square Works
 
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Square is more than just a little white reader. But still, you can get a free card reader and start accepting credit cards today at http://www.square.com. Seriously though, Square makes it easy for you to start, run, and grow your business with reliable, affordable hardware, and powerful, intuitive software. You can manage multiple locations, employees, adjust menu items, track sales and inventory, from anywhere with the Square Point of Sale App and Dashboard. TRANSCRIPTION: You probably know Square as the little white reader that lets you accept payments anywhere. But there’s so much more Square can do to help you work smarter and save time. It all starts with our Point of Sale app. The point of sale app is simple, powerful and highly customizable. It works in all kinds of setups, including Square’s beautiful hardware, but right now, we’re going to focus on the apps. First off, you can name and organize your products and you can take pictures of them for faster checkout and less employee training. Which means you or your employees can easily take a payment for, say, a pizza. Just tap the item, add some toppings, then bingo, you’re ready for them to swipe, dip or tap. A tip window pops up, customers can then sign and you’re all set. It works perfectly, whether you’re selling clothes, coffee or cradles. But the point of sale app does more than just take orders... It lets you add employees so they can clock in and out, and give them secure permissions to keep control of what they can see and do. You can also create and manage your customer directory, right in the app. You can keep a card on file for regulars, which is great for recurring charges. You can also create and manage your customer directory, right in the app. And through digital receipts, your customers can send you feedback directly, which shows up right in your Dashboard. To keep track of all your sales and see how your business is performing overall, you can go to your Dashboard. What’s your Dashboard you ask? Dashboard is a free resource from Square that’s built to help you make better business decisions. When you open it up, you’ll see this main page with high level metrics, and then you can click to see your sales summary, best selling items, and over here, a comparison to previous performance. With real time information, you can keep track of your business constantly... ..from anywhere. You can access your Dashboard with the mobile app, whether you’re at another location, or a beach vacation. You can manage multiple locations all from the same app. You can click here to see sales from different locations and see which employees have sold what. You can also integrate 3rd party software seamlessly through Square Dashboard. You can sync with apps for bookkeeping, tax prep, e-commerce and more. All to help you save time, work smarter and make more. Learn more about what else Square can do for your business at Square.com today
Views: 184769 Square
Getting Started with the Square Contactless and Chip Reader
 
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How to set up and accept payments with the Square Contactless and Chip Reader. Chapter 1: Unboxing and Charging the Reader Chapter 2: Connecting the Reader via Bluetooth Chapter 3: Connecting the Reader to Square Stand Chapter 4: Accepting Chip Card Payments Chapter 5: Accepting Contactless Payments Learn more at https://square.com/setup
Views: 445255 Square
How to set up Square Register
 
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See the new Square Register at http://www.square.com/hardware/register. Get to know your Square Register and customer display. Follow step-by-step instructions on setting up Square Register, connecting the customer display, turning on Square Register, and adding hardware accessories. Watch our other videos to learn more about Square Register or go to http://www.square.com/register-setup. TRANSCRIPT How to set up Square Register Let’s get your Square Register up and running. Inside your box there’s a Square Register, customer display and cable, getting started guide, power adapter and cable, accessory hub, mounting plate, and mounting tools. Start by removing the protective wrap from Square Register and the customer display. Carefully lift the customer display out of Register and lay it down flat. Then, remove the protective foam pad. Square Register has a touchscreen, power button, micro USB ports, cleat slot for the mounting plate, and release latch to undock the customer display. Adjust the viewing position of Square Register by carefully tilting the screen. The customer display has a touchscreen, EMV chip card slot, NFC antenna, magstripe reader, and micro USB ports for the customer display cable. To get Square Register powered up, connect the accessory hub to Register by plugging the cable into either one of the micro USB ports located on the bottom of Register. Then, grab the power adapter and connect it to the accessory hub. Plug one end of the power adapter cable into the power adapter and the other end into a power outlet. Square Register must be connected to a power source at all times. How to set up the customer display The customer display can be docked for more compact counters, or undocked for tiered or wider counters. To dock the customer display, make sure no cables are connected to the display, then simply place it into its slot on Register. Press firmly on both edges until you hear a click to ensure it’s locked in place. To undock the customer display, turn Register upside down and carefully place the screen onto a soft, clean surface. Hold in the release latch located on the base of Register, and remove the customer display at the same time. To connect the customer display when it’s undocked, use the included cable. Plug one end into the customer display and the other end into the bottom of Register. How to turn on Square Register Once your customer display is set up, turn on Square Register by pressing the power button until the Square logo appears on the screens. Set up your internet connection via Wi-Fi or Ethernet. We recommend connecting by Ethernet for the best performance. Simply plug one end of the Ethernet cable into your router, and the other end into the accessory hub. Next, confirm your time zone.Sign in with your existing Square account, or set up a new account at http://www.square.com on a computer. How to set up hardware accessories You can connect a cash drawer, printer, or bar code scanner to Square Register via USB. Simply plug them into the accessory hub. When the confirmation appears on screen or you hear the sound, you’re connected. To test your accessory, go to Settings, tap your connected accessory, then tap the test button. Now you’re ready to start selling with your accessories. Check out our other videos to learn more about setting up your Square Register or go to http://www.square.com/register-setup.
Views: 59389 Square
Starting and Ending Your Day with Square Point of Sale
 
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A sample business day with Square Point of Sale: cash drawer management, accepting payments, and issuing refunds. Full transcript: "Let’s take you through a sample business day with the square register app. Before you open, make sure that your ipad is on, has sufficient power, and that you’re running the latest version of the square register app. If you accept cash, you should update your cash drawer. To do so, tap the three horizontal bars in the lower left hand corner to access your menu, Then tap “reports.” Then “current drawer.” Enter your starting cash amount, Then start the drawer. Now tap the menu icon again, And select “register.” In the “favorites” menu, or the “list” menu, you can tap any item you would like to add to the sale. Make modifiers or notes if necessary, [tap “pickles”] then tap add. To add a charge amount that’s not already assigned, tap the calculator in the lower right hand corner. Type in the dollar amount, [enter “5.00”] then tap the red plus sign. A running tally of items appears on the right-hand side. To delete an item from the tab, swipe left on the item name. Once you’ve rung up all the desired items, tap “charge.” Select the tender type or split the bill between cash and credit. If a customer is paying with credit, simply swipe the card like so. Next, the customer can tip and sign depending on your selected settings. Tap “new sale” and you’re ready for the next customer in line. As the day goes on, there’s bound to be a customer who asks for a receipt or refund. Just tap the three horizontal bars [tap menu] and select activity. If it was a recent transaction, scroll to the transaction you want. To locate older transactions, you can swipe the customer’s credit card, enter the receipt number, or the last four digits of the card. When you find the sale, you can re-send a receipt, Or issue a refund. Tap here to enter the amount— You can do a full or partial refund. Select a reason for the refund, And then tap the “refund” button on the top right. At the end of the day, tap the menu icon and go to reports. Select “current drawer” Then “end drawer,” Enter the actual amount at the bottom, And then tap “end drawer.” And “confirm.” Select “drawer history” to view all past drawers, Including details such as start time, end time, and expected dollar amount in the till. To email a drawer report, tap the mail icon in the top right corner, Enter an address, and tap send. And that should give you a good idea of a day in the life with square register."
Views: 209200 Square
Getting Started with Square Loyalty
 
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Get a free card reader and start accepting credit cards today at http://www.square.com. Keep customers coming back with Square Loyalty's digital rewards program. Use Square Point of Sale to manage your program. Customers sign up by entering their phone numbers and you can track key metrics and the impact on your bottom line. Offer stars based on visits, amount spent, or specific items. Try it free for 30 days at squareup.com/loyalty. TRANSCRIPTION: Meet Square Loyalty. It’s an easy, convenient way to increase customer visits and sales, and it works with the rest of your Square tools to keep everything in sync. There’s no extra equipment required, and customers don’t need to download an app to earn rewards. Today, Square Loyalty offers three ways to reward your customers. By visit. By how much they spend. Or by purchasing specific items. Every time a customer spends money at your business, they earn a point toward a reward you set. Like a free coffee Or 20% off a purchase How easy is it to get customers signed up? This easy. At check out, customers opt in by entering their phone number directly into your Square Point of Sale app. Your customer’s points and rewards are managed automatically and saved in your Square Point of Sale for easy lookup. So there’s no holding up the line hunting for paper punch cards. Customers get text messages when they earn a reward—an extra reminder to return to your store. And when customers come back, all their points and rewards will be linked to the same phone number. When it’s time to redeem, simply enter your customer’s phone number on Square Point of Sale, or use the code from their phone … and ring up the reward they’ve earned. You can set up Square Loyalty in just a few minutes, and completely customize it for your business. Because Square Loyalty integrates with customer and sales data in your Square Point of Sale, you can track key metrics and the impact on your bottom line. Square Loyalty also collects your customers’ email addresses so you can keep in touch. And here’s a little reward for you – right now, you can try Square Loyalty free for 30 days.
Views: 28436 Square
Square Contactless and Chip Reader in the U.S.: Getting Started Guide
 
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Learn more about using your Square Reader and search our Support Centre at http://www.square.com/setup. Watch how to charge, connect, and accept payments with your Square contactless and chip reader. Chapter 1: Getting started with Square Reader Chapter 2: Connecting Square Reader via Bluetooth LE Chapter 3: Connecting Square Reader to Square Stand Chapter 4: How to accept payments TRANSCRIPTION: Here’s everything you need to know to get your Square Reader set up and running. Inside your box there’s a Square contactless and chip reader, charging cable, and a Square magstripe reader. The Square contactless and chip reader has an EMV chip card slot, power button, port for the charging cable, and NFC antenna built inside. The battery should last all day on a single charge with normal usage. To check the battery level, press the power button. Four green lights indicates your reader is fully charged and it’s ready for payments. Three or two green lights indicates a partial charge and it can take even more payments. And one red light means your reader needs a charge immediately. To charge it up, plug the cable into your reader and a computer, USB wall charger, car charger or USB battery pack. It should take two to three hours to get a full charge. Four green lights means your reader is ready for business. Now let’s connect your reader to your device. You can connect Square Reader to your smartphone or tablet via Bluetooth LE. Make sure your device has the latest version of the Square app. You’ll need to do this before you can connect Square Reader. Next, go to your device’s settings and turn on Bluetooth. Now you’re ready to pair your device with your reader. Open the Square app. Go to the menu, Settings, Card Readers, Connect a Reader, and then Contactless and Chip Reader. Press and hold the power button on your reader for about three seconds. When the four orange lights start flashing, release the button. The Square app will automatically pair with the reader. Your reader may go to sleep to save power. If it does, press the power button once and the Square app will connect instantly. Square Reader comes with a USB cable so you can connect it to Square Stand. Plug the cable into your reader and your Stand’s USB hub to accept payments, and keep your reader charged all day. Square Reader connects automatically and you’ll know when your reader is ready. You can also connect with a Dock for Square Reader. Place your reader into the dock with the USB port facing downwards. Then, set the clip in place to secure your reader. Take the dock’s USB cable and plug it into your Stand’s USB hub. The dock charges your reader, gives it a home on your counter, and positions your reader to accept contactless payments and chip cards. Now let’s start taking payments. You can accept chip cards and contactless payments with the Square contactless and chip reader and swipe cards with the included magstripe reader. Make sure you position your reader so it’s within reach of both you and your customer. This lets you accept payments quickly and easily. Select an item from your library or enter a dollar amount for a new item. Then, tap Charge. Wait for one green light to appear on your reader. This means it’s ready to accept payment. To take a chip card payment, insert the chip card into Square Reader chip-side facing up, and leave it there until you see the checkmark or four green lights appear on the reader. To take a contactless payment, tap Charge, wait for one green light to appear, then have your customer hold their contactless device near the reader. Four green lights will appear, and when you see the checkmark, you’re all set. To swipe cards the old-fashioned way, just use your Square Stand’s built-in magstripe reader or use the included magstripe reader with your device. To learn more about setting up or taking payments with your reader, go to http://www.square.com/setup.
Views: 75483 Square
How to connect printers to Square Register
 
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See the new Square Register at http://www.square.com/hardware/register. Follow step-by-step instructions on connecting printers to Square Register via USB, Ethernet, or together with a cash drawer. Watch our other videos to learn more about Square Register or go to http://www.square.com/register-setup. TRANSCRIPT You can connect a printer to Square Register in different ways, including via USB, Ethernet, or together with a cash drawer. To connect your printer via USB, plug one end of the USB cable into your printer, and the other end into Register’s accessory hub. To connect via Ethernet, plug one end of the Ethernet cable into your Wi-Fi router, and the other end into your printer. Make sure Square Register is connected to your Wi-Fi router’s network. To connect a printer and cash drawer together to Register, plug your cash drawer into your printer. Then connect your printer to Register’s accessory hub. For this particular setup, you’ll need to create a printer station. Printer stations let you designate specific tasks for your printers, like printing receipts, tickets, or stubs. With your printer plugged in, go to Settings, Printers, and Create Printer Station. Enter a printer station name. Now select what you’d like your printer to print. Make sure you select at least one option. Then tap the printer selection menu and select your printer. Test your printer by tapping Test Print. Then, tap Save. Your printer station settings are now saved and can be applied to any connected printer. Check out our other videos to learn more about setting up your Square Register or go to http://www.square.com/register-setup.
Views: 56546 Square
Lakota in America
 
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"Lakota in America" is the third film in Square's For Every Kind of Dream series. See the other films at http://foreverydream.com. Genevieve Iron Lightning is a young Lakota dancer on the Cheyenne River Reservation, one of the poorest communities in the US. Unemployment, addiction, alcoholism, and suicide are all challenges for Lakota on the reservation. For nearly a hundred years, it was illegal to practice Lakota customs. Now, the Cheyenne River Youth Project is working with young people like Genevieve to create a stronger economic and cultural future—and they’re using their Lakota heritage to get there. Learn how you can support CRYP at https://www.lakotayouth.org/lakota-in-america/
Views: 988359 Square
"Yassin Falafel"
 
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Yassin Terou fled Syria with a suitcase and a few hundred dollars. He knew no one in Knoxville, Tennessee, and he spoke no English, but he went there to rebuild his life and pursue his dream of perfect falafel anyway. Every business starts with a dream, and Square exists to serve them—every kind of dream. “Yassin Falafel” is our first short film chronicling our remarkable sellers and their tireless pursuit of their dreams. Transcription: YASSIN: This last year has been hard on me and my family. Sometimes I don’t sleep. When you see all that is going on in the media, it will make you afraid.It’s like, what will happen to us? Even, like, make me scared about my business. It’s like, are we still welcome here? But when my baby was born, I remember looking at her. She’s born here. She’s an American. So at that moment—that moment I decide to be strong. In 2011, when things got worse in Syria, and I just have to leave. Like, maybe the thing will get better, and I will go back—but this never happened. The first time I came to Knoxville, I still remember that day. Driving around from the highway, a lot of, like, big cars. I was scared of almost everything. A lot of my Arabic friends, they scared to come here, like, “Oh, they hate Muslims.” “You will not have a good life in America.” You come to a country and you don’t have nothing. Nothing. Zero. You can’t make money because I wasn’t allowed to work. I don’t speak English. You don’t know nobody. Refugee life is very hard. Where do you start? Like you start with people, maybe they speak the same language. So I went to the mosque. It was, like, about 4 minutes walking. And that took me like 2 months to know where it’s at, ’Cause I don’t know GPS. I never work with the GPS in Syria. I asked them for work, and they told me like, unfortunately, they can’t offer a lot of jobs, but we can offer you food, monthly help. And that was hard for me. It’s like, I can’t do it. Can you let me just sell sandwiches here? My small dream was to sell falafel and juices like we have it in Syria. This my food. And I want to give it with my love, with my style. And they let me do it. So I wasn’t making much money, but I was happy doing something. NADEEM: I met Yassin here at the mosque, and this guy for a year or two years just consistently would come and sell these sandwiches. A lot of people would line up after the prayers got out.So I tried out his sandwich and it was really some of the best I’ve ever had. So I asked him, I was like, “Why don’t you just open up a store?” YASSIN: Because I don’t have money! It’s the only reason I’m not doing this. It’s like my credit was, even if I claim everything, the best credit line I was given was $300. NADEEM: So we decided to team up and we found an empty spot in an a building downtown, and opened up Yassin’s Falafel House. YASSIN: The feeling of having like a restaurant, a real restaurant—so when I see it now I still don’t believe it. It’s not an easy job. Sometimes you have a very hard day, a 12-hour shift, catering in the morning, you’ll get tired. But having a business will give you the chance to represent yourself. It’s not only work. It’s a message. My customers, they are my friends. Different faiths, different colors, different race. Because this is what Yassin’s Falafel House is about. It’s about community. Whatever happens outside of this store, just forget about it and come in. You are safe here. We hire refugees. Who are just like me. Who come here with nothing. People who want to work, and want to be happy. The situation in Syria destroyed our family. My brother is in another country, I’m here, my father’s with my sisters. It’s not easy. It’s like, what will happen to them? Their future? It’s hard for me. SERMON: A lot of people that you know and you don’t know have contributed to what makes you. And for that, we ought to be grateful. Everybody is great at a time of ease. Everybody wants to show the best of them at a time of prosperity. But it is at the time of adversity, at the times when things are not going your way, is when we really realize what that gratitude of yours, what that gratitude of mine, is made of. YASSIN: I’m very grateful to be here. I’m very grateful for my family. And, we are strong together. I just think back about where I was, and what if I was still in Syria. Not many people know my last name. A lot of people are like, “Yassin Falafel.” And I’m not mad about it. If they remember me of the good food and good taste, I’m really happy with it, like, it’s okay. One of my dreams is not having one store only. One of my dreams is to get our message everywhere. Even the people who decide, oh, they don’t like Muslims, they don’t like refugees, they don’t like immigrants, we have to change their ideas about it. And that’s our job and that’s our message. If you believe in something, you don’t have to leave it and just go. I say, “No.” We’re going to keep the American dream going because this country is for everybody.
Views: 44407 Square
Square on the Go: Señor Sisig Food Truck
 
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Grow your mobile business with Square. Get started at http://www.square.com. Square has provided the tools to help Señor Sisig grow to four different food trucks in just four years. Not only does it use Square to take payments, it can also track inventory, get customer feedback, and provide delivery to remote customers with Caviar. Señor Sisig follows its performance across up to 20 locations per week and sees how to serve all its customers best. TRANSCRIPTION: Evan Kidera, cofounder, Señor Sisig: Señor Sisig started in 2010. Me and my business partner, Gil Payumo, we were high school buddies. He went to culinary school. I went to business school. So it was natural for us to get together. Gil Payumo, cofounder, Señor Sisig: I said, “Hey, I wanna do sisig tacos, Filipino Mexican fusion.” So it started from the tacos, and now here we are with four trucks. Evan: We’ve grown really fast over four years, and so you wanna be able to make sure that you have an infrastructure that can support that growth. We’ve seen the growth with Square and we’ve been able to grow in unison together. It’s not only now just a card that you can accept, they allow us to have a POS that has inventory tracking and customer feedback. Evan: If somebody’s really busy at work, they’re trying to meet a deadline, but they still want Señor Sisig, now we can bring food through Caviar delivered right to their front door. It really widens our customer base. Evan: The reliability of Square’s system is extremely important for our business because we only have a three-hour window to serve from. There really is no gap for any type of mistakes— that slows us down. Evan: We serve at 10 to 20 different locations a week. You start seeing patterns per location and we’re able to make a lot better decisions based on the analytics that Square provides. We’ve learned a lot along the way of how to grow a business and that’s a struggle and it’s a challenge, but it’s something that we embrace. Evan: Everything that Square has at this point has really helped us grow to where we are right now. I work harder than I’ve ever worked in my life, but I’m happier than I’ve ever been as well, so that’s rewarding
Views: 11880 Square
Businesses love Square Stand
 
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Learn more about Square Stand at http://squareup.com/stand. Whether serving up doughnuts and chicken in Philadelphia, or giving kids fresh made ice cream in Portland, merchants nationwide show how Square Stand helps their businesses grow. Watch their stories.
Views: 133620 Square
Method Juice Cafe uses Square
 
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Method Juice Cafe in Spokane, WA uses Square to connect with customers, accept payments, and bring a nutritious option to the area. Visit https://squareup.com to learn how Square can help your business.
Views: 13596 Square
How to set up Square Terminal
 
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See the new Square Terminal at http://www.square.com/hardware/terminal. Get your Square Terminal up and running. It’s easy to connect to Wi-Fi or Ethernet, sign up for a Square account, and add receipt paper and accessories you might need, like a cash drawer or bar code scanner. Watch other videos to learn more about Square Terminal, or go to http://www.square.com/go/terminal-guide. [TRANSCRIPT] Let’s get your Square Terminal up and running. Inside your box there’s a Square Terminal, getting started guide, receipt paper, a power adapter, the power adapter cable, and an accessory hub. Start by removing the protective wrap from the screen. Press the power button for about three seconds to turn Square Terminal on. Tap the blue Get Started button, read the Terms of Use and... connect to the internet. You can choose between Wi-Fi and Ethernet. For Ethernet, connect the Accessory Hub to Square Terminal. Plug the power adapter and ethernet cables into the Accessory Hub. And plug the power adapter into the power outlet. And hey, guess what: your accessory hub and power adapter both have magnets on the bottom, so you can attach them to another surface, like a cash drawer. When you use the accessory hub, you'll need to keep Square Terminal plugged in. To connect to Wi-Fi, select your Wi-Fi network. Enter your password, and Join. Square Terminal’s battery is designed to last all day when you’re not plugged in. To charge the battery, just plug it in. And when you see a lightning bolt in the battery icon, you know it’s charging. Now you’re ready to sign in to your Square account. Either set up a new account on Terminal or on your laptop at square dot com slash signup; or sign in to your Square account with your email and password. You’ll also need to load the receipt paper. First open the printer door, unroll a couple inches of the receipt paper, place the roll on the printer door—with the tongue side near the screen. Make sure to always tear the receipt paper toward the screen. To test your printer, just head to Menu, then Settings. Select Printer, then tap Test Print. To add accessories to your Square Terminal, like a bar code scanner or cash drawer, you can use the accessory hub. First, just plug the accessory hub into the Terminal. Then plug your accessories into the USB ports on the accessory hub, and plug in the hub. Your accessories will automatically appear in the hardware section of your Square Terminal. If you want to secure Square Terminal to your countertop, you can buy a mount on Square Shop, or use most commercially available mounts, like the ones used for cameras. You’re all set up! To learn more about using your Square Terminal go to square dotcom slash go slash terminal dash guide.
Views: 18742 Square
How to Run Payroll with Square
 
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Go to your Square Dashboard to start using Payroll. See all the ins and outs of the Square Payroll interface. Import timecards, or set employees’ hours manually. Set their pay rate and Square automatically takes taxes out accordingly. Employees are paid with funds taken directly from your linked bank account. Learn more at https://squareup.com/help. Keyword: Payroll. Transcription: Square Payroll helps you pay your whole team in just a few clicks. Simply import any timecards or enter your employees’ hours. We calculate all the taxes for you, and even email your employees to tell them they’ve been paid. Start by logging in to your Square Dashboard. Then, click Payroll, and Run Payroll. Here you can enter and edit your employees’ hours and earnings for your upcoming pay period. If you are tracking timecards with the Square app or a partner timecard app, simply click Import Timecards in the top-right corner. Your employees’ hours for the pay period automatically appear in the appropriate column. If you’re not using integrated timecards or would prefer to manually enter employee hours, simply click the Regular Hours column and type in each employee’s hours. To add additional earnings such as commissions, bonuses, or tips, click the plus sign on the right side of the screen to select the columns you need. Then, enter the hours or additional earnings. There are many different types of hours and earnings you can capture with Square Payroll. Regular hours are the number of hours worked during the pay period that are calculated at the hourly rate. Overtime hours are calculated at one-and-a-half times the hourly rate, and double overtime at two times the hourly rate. The Additional column lets you include any extra earnings, like commissions or bonuses. These are taxed at the normal rate. You can also add any tips your employees have earned. Paycheck tips are tips to be paid out in the paycheck, typically credit card tips. We withhold tax and include the net amount in the employee’s deposit. Cash tips are tips already paid out in cash. We calculate and withhold the tax, and don’t include this pay in the employee’s deposit. Once you’re finished with the hours and earnings page, click Continue in the top-right corner. Next, you can make any adjustments to your employees’ paycheck. Deductions can be adjusted on this screen, or added to an employee’s profile at any time. Select Continue when you’re done. Now you can see the Review page with a summary of the payroll run and exact amount to be withdrawn from your bank account. If everything looks good, click Confirm Withdrawal. We’ll withdraw funds from your bank account by 8 p.m. Pacific Time. If you need to cancel the pay run, you have until 7 p.m. Pacific Time. Square Payroll makes it easy to pay your whole team.
Views: 10960 Square
Introducing Square for Retail
 
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Introducing Square for Retail, an intelligent, intuitive, and integrated set of tools purpose-built for retail businesses. Try it free for 30 days at http://www.square.com/retail. TRANSCRIPTION: At Square, we serve a lot of retailers. And we’ve learned a thing or two about all the tools you need to run your business. Introducing Square for Retail. It’s an intelligent, intuitive, and integrated set of tools, made just for retail businesses like yours. The all-new point of sale app helps you ring up items in seconds, and integrated payments let you accept every way your customers want to pay. The intelligent inventory tools help you track your stock, and make it easy to re-order when you're low. Plus you can edit your inventory and transfer it across all your locations. The intuitive customer directory keeps customer information right where you need it, so they can leave happy every time. And time cards and permissions make it easy for employees, too. We’ve also built plenty of other features to make sure everything moves seamlessly. So that’s Square for Retail. Like we said, it’s intelligent, intuitive, integrated, inspired. You get it. Try it free for 30 days at http://square.com/retail
Views: 36719 Square
Square Stories – The Barbershop Club
 
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Get a free card reader and start accepting credit cards today at http://www.square.com. See more sellers’ stories at www.square.com/stories. Woody Lovell opened an old-fashioned, traditional barbershop in Los Angeles to welcome gentlemen to manhood. He considers Square a reliable partner, standing right by his side. Square lets him take payments easily and manage all his barbers’ appointments. Square is there to help him grow his business. “Square has been a big part of helping The Barbershop Club go to the next level.” – Woody Lovell, The Barbershop Club TRANSCRIPTION: “The Barbershop Club is a way of life. It’s something that I grew up in as a young boy back in Kansas City spending weekends with my grandfather in the barbershop. As I grew up as a man, I wouldn’t leave the house without having my shoes shined, without having a fresh shave. I kinda stood out. But it was in a good way. People would take me serious. I said, ‘You know what, I could be on to something here.’ So, I just re-created the barbershop that I grew up in, an old-fashioned barbershop, playing blues and jazz all day. “From the very first day we were introduced to Square, I knew that we had something special. They’re innovative. They’re ahead of the competition. “We have a saying here, ‘We like everything old-school but our technology.’ And Square has helped us bring the old and the new together by offering online booking. When the Appointments option came onboard, we immediately, first-year, saved over $60,000. We were able to integrate it into our existing website, our existing online store. If a guy’s got a smartphone, he can log on and set up an appointment. “Square has been a big part of helping The Barbershop Club go to the next level. I am a third-generation barber. It’s what I know and what I love.”
Views: 20410 Square
Merchant Services 101: Accepting card payments.
 
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Choosing the best payment processing solution can be confusing. So we broke down the different options for merchant services (accepting credit cards), from banks to ISOs to Square. It’s a big decision that can cost (or save) you thousands of dollars, so we want you to be as informed as possible. Here’s a short video highlighting the ways you can begin accepting credit cards at your business.
Views: 6546 Square
Introducing Square Register
 
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See the new Square Register at http://www.square.com. Square Register is the world’s first fully integrated point of sale with hardware, software, and a payments platform all in one device. It comes with two big touchscreen displays. Keep them connected for a small footprint on your counter, or use them apart for split counters. The POS software is included, and software updates are free. Everything you need to take payments is built right into the device—all by Square. It’s easy to get started and it’s more reliable. It all works together. Count on easy-to-understand pricing, no service contracts, no hidden fees, and deposits as soon as the next business day. Speed up your line, simplify your payments, and get paid faster. Square Register is a smarter, faster, and easier payments solution. TRANSCRIPTION: We’d like to introduce you to Square Register. It’s the first fully integrated point of sale with hardware, software, and a payments platform all built together in one device. There are two touchscreen displays—one screen for you and one for your customers. Keep them together or use them apart, and set them up any way you want. Customers can dip faster, tap faster, and swipe faster. And it’s one fixed rate, every time, for every card. With Square, your money is in your bank as soon as the next business day. Square Register comes with no service contracts or hidden fees, and software updates are automatic and free, so it all works together. And that included software has everything you need for any serious point of sale. Like, just about everything. And selling with Square gives you access to a suite of free and premium tools to help you keep growing your business. And it’s covered by expert support, fraud protection and coverage for eligible chargebacks, resolution support, and a two-year warranty with next-day hardware replacement. You can set it all up by yourself. Just snap it together, plug it in, connect whatever accessories you like, and that’s it. You and Square Register are open for business. ONSCREEN TYPE: The turning point for point of sale. Hardware, software, payments, all in one. Buyer display. Seller display. Fixed rate. Next business day. No service contracts. No hidden fees. It all works together. Invoices. Sales reports. Timecards. Discounts. Modifiers. Open tickets. Split tickets. Card on file. Customer profiles. Tax adjustment. Customer feedback. Digital receipts. Inventory. And more. Grow your business. Expert support. Fraud protection. Chargeback protection. Chargeback resolution support. Two-year warranty. Setup is a snap. Square Register—Open for Business.
Views: 30535 Square
Square Customer Engagement
 
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Tools that help you understand and engage your customers. Get started today at http://www.square.com/engage Transcript: It’s hard enough to get customers in the door. But bringing them back can be an even bigger challenge. Square Customer Engagement can help. From a Directory and Insights to Marketing and Feedback, Square Customer Engagement makes connecting with your customers simple. Let’s say you run a pretzel shop. And you have customers coming in—because, duh, there are pretzels—but you’d like to know a little bit more about them. It all starts at your register. With Square, you can enter their contact info right at the register, and Square also collects their key information simply with a swipe of their card. Their information goes into your Customer Directory. This integrates with your sales data to give you all kinds of valuable insights about your customers. In insights, you can see how your business is doing at a glance, how many customers are new and who’s returning. You can also get insights on specific customers. Take Danny here as an example. You can see his average spend, how many times he visited, and when he last visited, right in his profile. Hmm. Looks like he hasn’t been back in a couple months. We’ll want to do something about that. With Square Marketing, you can send beautiful emails to specific groups of customers in minutes. So go ahead, send a promotion to lapsed customers like Danny to bring them back in. And while you’re at it, announce that new mongo-sized pretzel to your loyal customers. And, after you’ve sent them out, you can track how many people are opening your emails, who’s coming in and how much they’re spending. Meanwhile, your customers can tell you how they liked their experience right from their digital receipt with Square Feedback. Think of Feedback like your own private line to your customers. Looks like they loved those mongo pretzels! You can respond to customers directly. And, if you need to, you can send them discounts or refunds to make sure every customer is a fan. So, whether you’re selling pretzels or petunias or pianos, Square Customer Engagement can help you make better business decisions and connect with your customers—all so you can keep customers like Danny coming back again … and again … and again. Get started today.
Views: 17746 Square
How to create items for Square Register
 
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See the new Square Register at http://www.square.com/hardware/register. Follow step-by-step instructions on creating items and categories, and learn how to organize them into pages on Square Register. Watch our other videos to learn more about Square Register or go to http://www.square.com/register-setup. TRANSCRIPT The easiest way to create items for Square Register is through your Square Dashboard. To get started, go to http://www.square.com/login on your computer and sign in to your Square Dashboard. Select Items, then click Create Item. Here you can name your item, give it a category, choose a color or photo, and enter a description. Fill in any variation information. Set its price. Then, click Save. To create a category, go to Categories. Click Create Category, then add a name. Click Assign Items and check the box next to each item you wish to include. These item and category updates will now appear in your Square Register. To help you find items and categories even faster, you can organize them into pages. Go to the page where you want the item to appear. Tap and hold the item grid until you enter edit mode. Tap on the plus icon where you want to position the item. Then select the item to add it to the page. You can also edit the name of your pages. Tap and hold the page name then label the page, for example, favorites. Tap Done. To switch between items as images or text, go to Settings, then Item Appearance. Choose either text-based items or image-based items. The easiest way to delete an item is to go to Items in your Square Dashboard and click the item. Click the delete button in the upper right hand corner. Click Delete Item to confirm the change. Now you know how to create items via Dashboard. To learn how to do this on Square Register, watch our other videos or go to http://www.square.com/register-setup.
Views: 17572 Square
Creating Items with Square Point of Sale
 
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Speed up your checkout and send itemized receipts to your customers by creating items in Square Point of Sale. Full transcript: "Creating items in square register enables you to speed up your checkout, and send itemized receipts to your customers. Here’s how you do it from an ipad or android tablet. First, tap the list icon in the bottom navigation bar, Then tap “edit”... Then the plus sign. Now select "create item." Here, you can choose a color or a photo for your item, Give your item a name, Assign a category to find them more easily at checkout time, And set a price. If it comes in multiple sizes or prices, adding that information is easy. Create modifiers to let your customers customize their order. Like, "bread" for example.” Add a clear description of your item to help your customers know exactly what they’re getting—especially if they order online for pickup. When everything looks good, tap "save" in the top right corner. Then "done editing." If you want to edit an item, simply search or browse to it, Then hold on the item to enter edit mode, And tap it once more. Now you can edit item details or delete it completely. Discounts are created in a similar way. Tap the plus sign Select “create discount” and enter the necessary information. Next, let's go over creating pages of your most popular items for easy access. The number one in the bottom navigation bar is your favorites page. To re-name this page, enter edit mode, Then hold your finger on the number one. Label this whatever you’d like. We’ll go with “faves” You can create up to five favorites pages. Just add an item to the last available page to get another blank page to pop up. Tap "done editing", and see that your items are now easy to find with a simple tap. All these items show up on customer receipts and in your sales history. That’s a quick introduction to your item library in square register. Set up all your items and make every sale fast, quick, and exciting for your customers."
Views: 83952 Square
INTRODUCING SQUARE PAYROLL
 
01:57
Square Payroll is the online payroll service trusted by small businesses. It doesn’t matter whether you’re new to payroll or switching from another provider, it’s our mission to make payroll the easiest thing to do on your list. With Square Payroll, you can pay employees, contractors, or both online in just a few clicks. We automatically handle your tax filings and payments to the IRS and state tax agencies. Currently available in all states. Learn more: http://www.square.com/payroll
Views: 4933 Square
Square Point of Sale Overview
 
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A high-level overview of Square Point of Sale - the point of sale that's powerful enough to run your whole business. Full transcript: "Square register is the point of sale that’s powerful enough to run your whole business. Before we go over the things that make it great, you’ll first want to make sure your device is connected to the internet. Then, launch the square register app and sign in with your username and password. The first thing you’ll see is a five-by-five grid where your items and discounts are just a tap away. To create an item, hold your finger on a blank tile until you’re in edit mode. Then, tap the “plus” sign. From here you can create new items, discounts, or add category shortcuts to your menu, but we’ll talk more about these functions later. To view your item library by category, tap the “list” icon on the bottom navigation menu. Or tap the “calculator” to ring up a custom amount. Going back to the navigation menu on the left-hand side, “reports” is where you can view your daily sales summary, Or get a more detailed view of your business by selecting “full summary” Email any report by tapping here, Or create a custom report by tapping the “calendar” icon and selecting “custom.” You can see a feed of every payment that’s flowing through your business in the “activity” section. Search for a specific transaction by payment card or receipt number. Then re-send receipts, or issue refunds. If you’ve set up an online store, “orders” is where you’ll receive notifications, and fulfill pickup and shipping orders. And “messages” is where you’ll be kept up to date on the latest and greatest from square. Those are the basic features of square register. For more information, and advanced tips, visit square-dot-com-forward-slash-help."
Views: 183064 Square
Square Card
 
02:22
Learn more about Square Card at www.square.com/business-debit-card. Square Card gives you real-time access to your Square balance—with no hidden fees. It’s the business debit card designed for your business. To order and customize your card, go to the Deposits tab in the Point of Sale app and follow the onscreen instructions. TRANSCRIPT: SQUARE CARD Square Card gives you access to your balance in real time. After you make a sale, you can use those funds to buy inventory, new equipment, or anything else you need for your business. ORDER AND PERSONALIZE YOUR CARD To order your Square Card, go to Deposits in the Square Point of Sale app. Tap Square Card and create your card. Confirm your name and business name, then personalize your card. Use the signature box to sign your name. Tap Next to see a preview of your design. You can edit the design or, if everything looks good, tap Next again. Finally, confirm your shipping address and order your card. ACTIVATE YOUR CARD When you receive your new card, you’ll need to activate it. Go to Deposits and tap Square Card. Then, activate your card. To get started, you’ll be asked for the confirmation code sent to your account’s contact email. Enter it and continue. There are two ways you can activate your card. First, you can manually enter your card details. Or, you can swipe your card through a connected Square Reader. Once you’ve entered your details, you’ll choose a four-digit pin. Confirm it, and tap “finish.” If you need to change your pin in the future, you can do that from the card management section of the Dashboard. Your card is now activated. Please note, once your card is activated, your funds will no longer be deposited to your bank automatically. They'll stay in your card balance. You can always manually deposit your funds from the Deposits tab in your Dashboard or in the Point of Sale app. Deposits will come as soon as the next business day. You can also instantly deposit your funds for 1% of the total amount. VIEW SPENDING AND OTHER CARD FUNCTIONS To view all of your processed payments, go to Available Balance. And see your recent transactions, including card spend, bank transfers, or ATM withdrawals, in Recent Activity. Tap Card Spend to view your card transactions. If there’s a problem with your card, tap Square Card. From here, you can report a lost or stolen card, request your card be re-sent, or cancel your card. If you deactivate your card, you can choose to go back to your regular deposit schedule. SQUARE.COM/HELP KEYWORDS: SQUARE CARD To learn more, visit square.com/help and search keywords: Square Card
Views: 8665 Square
Getting started with eGift Cards
 
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Create and sell eGift cards with Square at http://www.square.com. Customize your own eGift cards quickly using preset templates, set up an order page, and share it with your customers. They buy eGift cards and send them to friends via email, and then you get new customers. For more information, go to square.com/help and search keyword: eGift Cards. TRANSCRIPT GETTING STARTED WITH EGIFT CARDS Everybody likes to sell gift cards, but now you can sell eGift cards online, and get paid up front. In a nutshell, you set up a free eGift Cards order page, share the link with your customers, they buy eGift Cards for your store, send them over email to anyone—a brother, sister, friend, grandma, whoever—and the gift card recipient comes in to buy stuff at your store. Bam! New customer! SET UP YOUR ORDER PAGE Let’s take a step-by-step tour of how to set up your eGift Cards order page: Log in to your Square Dashboard and click Gift Cards. Click Get Started and it’s time to set up your eGift Cards store. You can offer cards with our premade designs, or upload a design of your own, select the gift card amounts you want to make available, and add any additional notes. It’s free to set up your order page, and it goes live when you click Publish. Click View Now to see what your page looks like. Customers will be able to select from the available card designs, choose the amount of their card, fill in the recipient and sender names, add a personal message, and send the eGift card immediately, or at a later date, like for a birthday. You can also offer promotions or discounts to your customers. When your customer buys the eGift card, the recipient gets the full amount. We subtract 2.9% and 30¢, and then your account is credited the remainder of the balance in your next deposit. There’s no additional cost to you or your customers, or when they use the gift card to pay. HOW TO REDEEM EGIFT CARDS Now let’s see what the redemption process is like. The eGift card recipient gets an email with their 16-digit redemption code. Then they can attach their phone number so they can redeem funds with their number, email, or the code. When you ring up the sale, you tap Charge, enter the 16-digit redemption code here, or if your customer wants to use their phone number, tap Credit and Gift Cards on File, enter their number, and tap Charge again. Their remaining balance will print on their receipt. If there’s not enough on the gift card, we’ll use up the balance and ring up the rest. You can also resend eGift cards to customers who need them again. So go set up your free eGift Cards order page today. For more information, go to square.com/help and search keyword: eGift Cards.
Views: 23611 Square
Getting Started with Recurring Payments – Square
 
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Schedule recurring payments and use recurring billing with Square. Get started at http://www.square.com/recurring-payments. Square makes it easy for you to send digital invoices and get paid fast. Square invoices are free to send (you just pay for the processing) and most invoices are paid within one business day. Paid invoices are deposited directly into your bank account in one to two business days. And now you can schedule recurring payments with Square Invoices. Send repeat invoices to clients who pay for the same service on a weekly or monthly basis, split a large invoice into multiple payments, or keep a customer’s card on file for recurring billing of any amount. You just charge their card whenever they make a purchase, and they don’t have to keep reentering their card information. Here are step-by-step instructions for current Square sellers to schedule your first recurring payment. Learn more at http://www.square.com/townsquare/how-to-recurring-payments. TRANSCRIPTION: Square Dashboard is where you can find all the tools you need to run your business. You can see all your sales reports, manage your items and services, and send invoices. You can send single invoices, but there are times when it’s a lot easier to schedule recurring payments. You could send repeat invoices for clients who use services weekly or monthly, split a large invoice into multiple payments, and even keep customers’ cards on file, so you can offer subscription payments or bill them automatically for any purchase. Let’s see how recurring payments work. You just enter your customer’s name and email, and the details of the job, then you get to scheduling. Select the day you want the first invoice to be sent. Then, pick how frequently it should repeat—daily, weekly, monthly, or annually. Set it to stop repeating—or don’t. That’s where letting customers agree to save their card on file really comes in handy. With Card on File, regular customers of any business can allow you to charge their card automatically so they don’t have to keep entering the number for every bill. And the best part is, you get paid faster. Recurring invoices are free to send, and you only pay 2.9% + 30¢ per paid invoice for processing. If you use a customer’s card on file, then processing is just 3.5% + 15¢ per paid invoice. And no one gets hit with any of the hidden charges that come with other processors. No subscription fees. No cancellation fees. No customer fees. That makes our recurring payments pricing lower than anyone else’s. You only pay the processing for invoices paid online. Learn more at http://square.com/recurring-payments.
Views: 16023 Square
Getting Started with Square
 
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Get a free card reader and start accepting credit cards today at http://www.square.com. Here’s a quick overview of everything you need to know to get up and running with Square. We’ll take you through the sign-up process, the different ways you can accept all major credit cards with Square, our fast deposits, and how you can track all your sales data. You can also learn about more Square products to help you grow your business. TRANSCRIPTION: Getting started with Square might feel a little daunting at first, but it’s really a lot easier than it seems. In the next couple of minutes, we’ll walk you through everything you need to know to get up and running with Square. First, let’s go through the sign-up process. We’ll want to know your name, email, and some other information about the business you do. Then you’ll get the chance to enter your bank account and routing numbers. That’s where we’ll deposit the money when you start accepting credit cards with Square. We’ll send you a free magstripe reader in the mail within seven to ten business days. And since everyone is switching to chip cards, you can order our contactless and chip card reader. Or you can pick one up at a retail store near you. It might take up to a week to confirm your bank account number. In the meantime, download the Square Register app from the App Store or Google Play. Then you’ll be ready to start taking payments. There are lots of ways you can accept payments from every major credit or debit card with Square. You can swipe, or dip chip cards, and accept Apple Pay or Android Pay. Just enter a sale amount, then swipe, tap, or dip away. You can also type in the card information, but that costs a little bit more. Complete pricing information is on the Square website. And you always get phone and email support, the free Square Register app, free online invoicing, detailed sales analytics, and much more. There aren’t any of those gotcha surprise fees that you face with other processors. Deposits are sent as quickly as the next business day. You can set a custom deposit schedule if you take payments after 5 p.m., and you can even get instant deposits when you really need the money right away. You can track deposits in your sales history in the Register app or on your Square Dashboard. Access your Dashboard on your computer by logging in at square.com. There, you can easily manage your item library, customize your own online store, and learn about more Square products, like Appointments, Payroll, and Capital to grow your business. If you have any other questions, go to square.com/help to search for answers. We’re always here for you.
Views: 56373 Square
Unboxing Square Terminal
 
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Take a closer look at Square Terminal by visiting https://square.com/go/terminal. Step into our hardware lab and learn more about Square Terminal, our brand-new debit and credit card machine. Hosted by Jesse Dorogusker, Square Hardware Lead, and Jessica Chobot, Nerdist. Square Terminal is your all-in-one device for payments and receipts. Take all types of payments, print or email receipts, and do it all in style. Pay one low rate for every tap, dip, or swipe, and get your funds as fast as the next business day. With no statement fees, setup fees, PCI-compliance fees, monthly fees, or hidden fees, Square Terminal is an entirely fairer way to get paid.
Views: 236540 Square
Advanced Invoicing: Set Up Recurring Payments and Scheduled Invoices
 
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Learn all about the different ways you can send invoices with Square at https://squareup.com/invoices. Square lets you send recurring payments for customers who pay in installments. You can even keep their card on file for subscriptions and charge their card automatically. You can also set a date in the future for an invoice to go out, share invoices with multiple recipients, and send reminders if a previous invoice has not yet been paid. Square is constantly improving our tools to help you do better business and get paid faster. Transcription: You’ve got the basics on sending invoices, but there’s more you can do to help get paid faster and keep great relationships with your clients. Set Up Recurring Payments You can now set up a regular, recurring payment schedule with your clients in just a few steps. From your Invoices page in your Square Dashboard, click on the Recurring tab, then Create Recurring Series. Enter a new name and email address, or select a customer from your directory. If your client has already saved their payment details, you can select one of their cards to be automatically charged on a regular billing cycle. If you don’t have their payment card on file, select “Send Invoice by Email.” Next, select the start date, recurrence frequency, and end date of your recurring invoice series Fill out the remainder of your invoice and click Schedule. That’s it! Schedule Invoices for a Future Date If you’d like to schedule a single invoice to be sent at a future date, create a new invoice and then: In the Payment drop-down menu, select “Send Invoice by Email,” choose a date the invoice will be sent, and select a payment due date. Fill out the remainder of your invoice and click schedule. That’s it! You’ll receive a notification email once the invoice is paid, and funds will be automatically deposited per your set deposit schedule. Save Card on File You can also save a card on file for your customers to get paid even faster. There are two ways to save a customer’s payment card: Your first option is to allow your client to save their own payment details by creating a new invoice and making sure that the “Allow Customer to Save their Card” option is checked. When your client pays their invoice, they will have the option to save their payment details securely on Square so that you can streamline future purchases. Or you can save their card details on their Customer Directory profile by clicking on Customers in the navigation pane. From here you can either create a new customer or select a current customer. Next click the three dots on the right-hand side of the screen and select Add Card from the drop-down menu From here you will enter the card details and your customer’s email address. With this method, you must have written authorization from your customer to save their payment card. Use the provided template form by clicking Download Form, send it to your customer for their authorization, and save that acknowledgement in a secure place. Sharing Invoices If you need to share an invoice with multiple people, we can help with that, too. Simply click Add Additional Recipients and input up to nine new email addresses. If you would prefer to send a more personalized invoice via email or text message to your client, simply create an invoice and in the payment delivery drop-down menu, select Share Invoice Manually. Add your item and click Create. Next you will click on the Share Link button and copy the URL to your clipboard. This URL can be shared via email, text message, or any social media channel. Invoices can be manually shared at any time. Even if the original invoice was sent automatically via email. From the Invoices page click on an existing invoice. Click More and select Share from the drop-down menu. Invoice Reminders Lastly, you can send a reminder to your clients in no time. Just choose the invoice from your list you want to send a reminder about. And click Resend With all these tools, you'll be on your way to faster, easier invoicing, so that you can spend less time billing and more time running your business.
Views: 7503 Square
New York restaurant Piada sells with Square
 
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Piada in Midtown Manhattan serves Italian street food to busy New Yorkers. From taking detailed orders quickly and precisely on their iPad, to sending tickets to the kitchen for preparation, to tracking their sales online, owners Giovanni and Daniele use Square to create their ideal customer experience. Visit http://squareup.com to learn more about Square Register, the free point of sale app.
Views: 25745 Square
Introducing the Square Stand
 
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Run your business from your iPad and upgrade your register for just $99. http://squareup.com/stand
Views: 43628 Square
33 Acres Brewery sells with Square
 
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"Because Square is so easy... I can concentrate on the things that are really important." http://squareup.ca
Views: 7104 Square
How to Send an Invoice with Square
 
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Learn all about sending invoices with Square at https://squareup.com/invoices. Send invoices from the office or out in the field with Square invoices. You can do it easily from the Square Invoices app, the Square Point of Sale app or your Square Dashboard. No more waiting for checks and wasting time at the bank. Get paid faster with Square Invoices. Learn more at https://square.com/help. Transcript Whether you’re in your office, or out in the field, you can send professional looking invoices from anywhere with Square. Square makes it easy for you to send, and easy for your customers to pay. No more printing out invoices, waiting for checks to arrive, then depositing them at the bank. With Square Invoices, you can send an invoice to your customer’s email address, and they pay online directly to your account. Which means less work for you and faster payments from them. You can send invoices from the Square Invoices app, the Square Point of Sale app or from your computer using Square Dashboard. Simply select invoices from the navigation panel. Then Create Invoice. Add your customer’s name and email address. If you already have customers stored in Square’s Customer Directory, you can simply choose from your existing list of customers. Add a customized message, like this. Specify when you’d like the invoice to be delivered to your customer and set a due date for the payment. Next, add items by selecting from your Item Library. And adjust the quantity if needed. To schedule automatic reminders, just check the box by Reminders. This way you don’t have to do the work of chasing down the payment. Now preview the invoice to see how it’ll show up for your customer. Want to make a change? No problem. Simply navigate back to the invoice to make updates. You can also customize the look by changing the color and logo at any time in account and settings. Once you’re all set, just click Send! Once you’ve sent the invoice, your customer will receive the invoice directly in their email, and they can pay online with a digital wallet or any supported credit or debit card. After they’ve successfully entered their payment information, both you and your customer will receive a confirmation email that the invoice has been paid. You can easily track the status of your invoices to see when they were viewed and paid. And that’s it. With Square you can check invoices off your list in a matter of minutes. Learn more at square dot com slash help and search Keyword invoices
Views: 2198 Square
Linking Your Bank Account with Square
 
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You can start taking payments with Square as soon as you sign up. Link your bank account to get paid for the payments you take with your Square Reader. Transcription: You can link your bank account from your Dashboard or the Square app to start receiving your funds on any one of our deposit schedules. There are a few things to note before you get started: You will need to link a United States bank account to process payments using a U.S. Square account. Square requires a transactional bank account (an account that allows for both deposits and withdrawals) to support refunds or chargebacks. Which means prepaid cards or online-only accounts (such as PayPal) aren’t supported at this time. You will need your full routing and bank account number to link your bank account. With Square you can start taking payments immediately. If you haven’t had a chance to link your bank account, don’t worry, we will keep your funds safe until you have the opportunity. If your business has multiple locations, each location can share a single bank account or you can link a unique bank account to each one. To add an account through the Dashboard: Click Account & Settings, Bank Accounts, then Add Bank Account. Select the account type, enter the account holder’s name, the routing number, and account number. You can find this information listed at the bottom of your checks or displayed in an online banking dashboard. You can also contact your bank to confirm this information. then, Click Verify. To add an account from the Square app: Tap Menu Tap Settings, then Link Bank Account. Enter the account holder’s name, the routing number, and account number. To verify your bank account, Square will deposit and withdraw one cent. Sometimes this deposit and withdrawal may process simultaneously, so you’ll need at least $1.00 in your bank account before linking it. The verification process can take up to 5 business days depending on the bank. You will receive an email from Square once your account has been verified.
Views: 98339 Square
Square Virtual Terminal
 
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Learn how to accept credit cards with Virtual Terminal at https://squareup.com/virtual-terminal. Virtual Terminal lets you take payments without a reader, right on your computer, for only 3.5% + 15¢ per transaction. Then get your funds in one to two business days. Transcription: With Virtual Terminal, you can key in card payments right from your computer. Just head to your Square Dashboard and charge your customers in seconds. No extra hardware, reader, or app required. You pay three point five percent plus fifteen cents per transaction, the same rate as other manually keyed-in transactions. And just like other standard Square payments, you get your funds in one to two business days. To take a payment with Virtual Terminal, log in to your Square Dashboard. In the left-side panel, click Virtual Terminal, then Take a Payment. Enter the payment amount followed by your customer’s card number, expiration date, CVV, and billing ZIP code. Add a note for your customer, or describe the purchase. Then, click Charge. You can send an email receipt to your customer, or print one out for your records. Once you see Payment Successful on screen, you’re all set. Payments you take with Virtual Terminal appear as card transactions in your Sales reports. In your Transaction Status report, the source appears as Virtual Terminal. You can edit your Employee Management settings to grant employees access to Virtual Terminal. Start by clicking Employees, located in the left-side panel of your Square Dashboard. You need at least one employee in your employee list. To give an employee access to Virtual Terminal, click the name of the employee whose permissions you’d like to update. Then, click Edit Role. If it has not been checked off already, toggle on Access Employee Dashboard. Check Take Payments with Virtual Terminal. Then, click Save. After you grant an employee access to Virtual Terminal, they receive an email with instructions on how to use it. Employees can only see account information that you have granted them access to. Whether it’s you or your employees taking payments, Virtual Terminal helps your business get paid fast—no matter where your customers are.
Views: 44931 Square
How to set up Tips, Signatures, and Printers
 
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Learn more about using sign and tip on printed receipts at https://squareup.com/help/us/en/article/5206-use-sign-and-tip-on-printed-receipts Square makes it easy to let your customers sign for their payments and add gratuity on digital or printed receipts. Allow your customers to leave a custom tip amount or choose from three preset tip options by simply checking a box. Choose to offer your customers printed receipts using a compatible receipt printer configured to your device. It’s easy to accept tips digitally or on printed receipts with Square. Allow your customers to sign for their payments and add gratuity on digital or printed receipts. Collect tips In custom or preset amounts Choose to offer printed receipts It’s easy to accept tips Digitally or on printed receipts with Square. Transcript: Square makes it easy to allow your customers to sign for their payments and add gratuity on digital or printed receipts. To collect tips from your customers, go to the menu, tap Settings, then tap Tipping. Toggle Collect Tips to on. Choose if you’d like preset tip amounts or if you’d like your tips to be a percentage of the sale. And if you’d like to calculate the tip after or before taxes. Choose whether you’d like to allow custom amounts. Select between showing your tip options on the signature screen or on a separate screen. If you choose to display on a separate tipping screen, your customers tip after the payment has been processed. To offer your customers printed receipts, first connect a compatible receipt printer and configure it to your device. Go to your menu, tap Settings, tap Printer, and select your printer. Then turn on receipts. Next, tap the back arrow to return to Settings, tap Signature and Receipt, select Always Collect Signatures, and finally select Sign on Printed Receipt. Let customers write in the tip amount or choose from three preset options on a Quick Tip receipt. With printed receipts, you need to record—or settle—the final payment amount on each signed receipt daily. There are two options for settling payments. To settle payments individually, go to the Menu and then tap Transactions. Payments that need to be settled have a clock icon. Tap a payment and enter the tip amount. Tap ADD and the Settle Dollar Sign Total. To settle payments in bulk, open the Menu, tap Transactions, and then tap the credit card icon in the top-left corner. Enter or select the tip amount for each payment. Tap Settle, and then tap Confirm Settle. You have 36 hours to settle payments. After that, all unsettled payments will be automatically assigned a $0 tip. That’s how you accept tips digitally or on printed receipts with Square. For more information go to square.com slash help and search keyword: Tips
Views: 4560 Square
Square Customer Engagement Guided Tour
 
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It's hard enough getting customers in the door, let alone getting them to come back. That’s exactly what Square’s Customer Engagement tools are designed to do: “Square directory”, “insights”, “marketing” and “feedback” all come together to help send the right messages to the right customers and bring them back in the door, without taking up huge amounts of your time. Let me show you how it works. At the core of square customer engagement is the directory - your ultimate customer list - which enables you to track all your customers’ information in one place. First, you can capture customers info at checkout, so you never miss an opportunity to build a new relationship. and if it’s a little too busy in your shop to enter all their info, Square can help by creating instant profiles. When a customer swipes their card, Square automatically creates a profile within your directory. In Square dashboard, you can also import your existing customer list by uploading a c-s-v file. Because your customer directory is integrated with sales data, it’s much more than just names, email addresses, and phone numbers. It shows you how much your customers spend, and what items they’ve bought, which gives you an idea of what they might be interested in in the future. So now that you’ve got all of your customers’ information in one place and available at a moment’s notice, what do you do with it? that’s where Square insights come in. It takes all of that data about your customers, and turns it into useful information you can take action on. Track what percentage of your customers are new, and how many are returning, and how often they come in. Looks like Tuesdays are big for your regulars... Lastly, you get an overview of how satisfied your customers are, and what they think you can do better... Seems like you have customer service down pat. So, now you know who your customers are, what they buy, and how often they come in. But how do you use that information to improve your business? that’s where square marketing can help. Square marketing lets you send targeted email announcements, promotions, and event invites to keep your customers coming back. With our clean, beautiful templates, you can create email that your customers will actually want to open. Square builds recommended and curated lists of customers just for your business. So from day one, you’ll have customers you can email through square. In other words, the days of collecting emails on clipboards or in fishbowls are now finally over. You can target specific groups of customers to make sure the right people are getting the right messages. For example, send your lapsed customers a special promotion encouraging them to revisit your store, or invite your loyal customers to an upcoming event. And then send it out the door. Well, that was quick... And easy. In your dashboard, you’ll be able to track how many people opened your email, and most importantly, how many came back in and spent money at your business. Unlike other email marketing tools, Square shows you the visits and sales driven by your email campaigns. So you know that your money and time are well spent. Now, the other tool to keep customers coming back in is square feedback. With Square feedback, any customer who receives a digital receipt can privately message your business with comments, issues and questions.. Hopefully, most of your feedback is positive, but what do you do if a customer had an unpleasant experience? You don’t want this comment to go to a public forum, so now you can respond directly to your customer through feedback. You can even send coupons or refund their purchase,, which can help turn an unsatisfied customers into a loyal patron. So, with Square Customer Engagement, you can make more informed business decisions, interact with your customers, and keep them coming back again and again. Get started today at http://square.com/customer-engagement
Views: 24008 Square
How to mount Square Register to your counter
 
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See the new Square Register at http://www.square.com/hardware/register. Follow step-by-step instructions on mounting Square Register to your counter. Learn how to use the adhesive mount and the screw mount, then choose the right method for you. Watch our other videos to learn more about Square Register or go to http://www.square.com/register-setup. TRANSCRIPT You can mount Square Register to your counter in two ways: with adhesive or with screws. You’ll need the included mounting plate and tools. Heads up: Do not attach the mounting plate to Square Register before mounting the plate to a surface—you won’t be able to remove it from Register. Start by trying out Square Register in different positions on your counter to find the perfect spot. To mount Square Register with adhesive, use a damp cloth to clean the area where you want to mount Register. Wait for the surface to dry completely. Grab the mounting plate. Remove the backing strips located on the underside of the plate. Position the plate so the raised cleat is on your side of the counter, not the customer’s side. Then, press down firmly for 30 seconds. Wait 30 minutes for the adhesive to set. Place Register onto the mounting plate with the larger screen facing right. Make sure the cleat is positioned in its slot. Turn Register 90 degrees clockwise so it locks in place. That’s it! If you need to remove the plate, slowly pull the tabs on the adhesive strips until they release. Be careful of the plate as it may spring loose. To mount Square Register with screws, you need the mounting plate, a drill and the included drill bit, screws, and thumb nuts. Position the mounting plate so the cleat is on your side of the counter, not the customer’s side. Use a pencil to mark the four screw holes on your counter. Use the drill and the included drill bit to make the four holes you’ve marked. Position the mounting plate onto the holes you’ve drilled, and insert a screw into each hole. From the underside of your counter, place a thumb nut onto each screw and tighten until the thumb nut is flush against your counter. Pro tip: To manage Register’s cables under your counter, drill another hole on the side or in front of the plate. Place Register onto the mounting plate with the larger screen facing right. Make sure the cleat is positioned in its slot. Turn Register 90 degrees clockwise so it locks in place. Now you’re ready to start selling. Check out our other videos to learn more about setting up your Square Register or go to http://www.square.com/register-setup.
Views: 11568 Square
Square Appointments Overview
 
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Start managing appointments free at square.com/appointments. Square Appointments has everything you need to run your business. Customers set appointments and you take payments with a complete point of sale that keeps track of inventory and lets you keep notes on your customers. All in the same free app. Learn more at square.com/appointments. ---- Merchants who use Square Appointments see on average a 34% increase in year-over-year reservations. How is that possible? Our hunch is that customers love how simple it is. They can book on their phone, 24/7, from anywhere. There’s no more phone tag or hoping to catch you during your business hours. They pick their time, you confirm if it works for you, they get a confirmation, and bingo, you’re all set. And if you’re an individual, it’s free. You just pay for processing. So here’s what’s included in the app: an online calendar that’s synced across devices; a secure payment system that lets you accept every swipe, dip, or tap, along with prepayments, cancellation, and no-show fees; a point of sale that allows you to add products and has a customer directory, so you remember every detail about your clients and can store a card on file. Square Appointments lets you send automatic reminders to reduce no-shows. It’s great for businesses with employees or multiple locations, allowing you to manage separate booking schedules from one account. The Appointments app saves you time, lets you manage your schedule from anywhere, and has everything you need to run your business. Not bad for a free app.
Views: 4084 Square
How to create items for Square Terminal
 
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See the new Square Terminal at http://www.square.com/hardware/terminal. Follow step-by-step instructions for creating items and categories on Square Terminal. Watch other videos to learn more about Square Terminal, or go to http://www.square.com/go/terminal-guide. [TRANSCRIPT] To get started, go to square dot com slash login and sign in to your Square Dashboard. Select Items, then click Create an Item. Here you can name your item, give it a category, choose a color or photo, and enter a description. Set its price. Fill in any variation information. Then, click Save. To create a category, go to Categories. Click Create a Category, then add a name. Click Assign Items and check the box next to each item you wish to include. These item and category updates will now appear in your Square Terminal. Once you have items and categories set up, you can filter your item list on Terminal by categories or by searching directly for an item. Once you’ve found your item, just tap it to add it to the sale. The easiest way to delete an item is to go to Items in your Square Dashboard and click the item. Click the delete button in the upper right hand corner. Click Delete Item to confirm the change. To learn more about using your Square Terminal go to http://www.square.com/go/terminal-guide.
Views: 3736 Square
Getting Started With Square for Restaurants
 
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See how to get started with Square for Restaurants, from free trial to first payment. Get started with Square for Restaurants visit https://squareup.com/us/en/point-of-sale/restaurants
Views: 4389 Square
Square helps businesses grow
 
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Whether serving up doughnuts and chicken in Philadelphia, or giving kids fresh made ice cream in Portland, merchants nationwide show how they use Square to run and grow their business. Watch their stories.
Views: 34528 Square
How to Create and Run Advanced Reports
 
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Get answers to your Square questions at square.com/help. Advanced Reports let you create and customize your sales reports. From the Sales tab in your Square Dashboard, you can run reports for things like sales by employee, year-to-date sales, and more. You can also create and save customized reports for your particular business needs. To learn more about creating and running Advanced Reports, go to http://www.square.com/help and search Advanced Reports. TRANSCRIPT CREATING AND RUNNING ADVANCED REPORTS Advanced Reports and Custom Reports give you powerful insights into your sales data. From the sales tab you can filter sales by date, time, location, and more. To see your total fees for any given timeframe, like month-to-date or year-to-date, check the bottom of the Sales Summary. Advanced Options show data through specific filters. To drill down further, use the Display categories. Let’s say you want to view sales by an employee at a certain location during the month of March. Choose your date. Then use the Advanced Options to filter results by employee and by location. To see an employee’s sales, select the name from the drop-down. You can expand this report by selecting from the menu and clicking into each row. If you want to save the data set, export it. To see an individual sale’s details, go to Transactions. Find the sale you want to view, and send a receipt, issue a refund, or add it to a customer’s profile. CREATING A CUSTOM REPORT Custom Reports let you create and save a personalized report. Give it a title and use the filter options to show the information you want. Then select Add Reports, choose from the menu, and customize each report. View or edit your custom report at the bottom of your Sales view. To learn more about Advanced Reports, visit square.com/help and search keyword: Reporting.
Views: 7083 Square
Managing Timecards with Square
 
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Track employees’ hours directly from the Square app. See all about setting up employee permissions, and let your whole team clock in and out on their own. Then run Square Payroll to import timecards in a click and automatically take out taxes. Learn More at https://squareup.com/help. Keyword: Timecard Management Transcription: Square timecards make it easy to keep track of your employees’ hours directly from the Square app. It only takes a few minutes to set up, and lets employees clock in and out right from your point of sale. You can view their timecards from your Square Dashboard, and when it comes time to run payroll, simply import the timecards into Square Payroll to pay your employees in a few clicks. Start by logging in to your Square Dashboard. Click Employees, then Create an Employee or choose an existing one. Now you can create profiles for each of your employees. Make sure you enable permissions, sales tracking, and timecards. Specify your employees’ role from the drop down menu. A four digit passcode will be automatically generated for each employee. This code can be changed at any time. Employees can use this code to clock in and out, and log in to the Square app. Don’t forget to let your employees know their passcodes. Next, set up your Square app so employees can begin clocking in and out. Log in to the app with your owner email and password, or a device code that you can generate from your Square Dashboard. Go to Settings, Employee Management, then toggle on Track Time from Point of Sale. You can also toggle on Enable Employee Passcode Access to restrict what employees can do in the app. Now your employees can clock in and out by tapping the clock icon in the bottom right corner in the Square app, and entering their passcode. If you have enabled sales tracking, your employees will need to tap Time Clock in the top left of the login screen. You can see all your employees’ timecards from your Square Dashboard, and easily create timecard reports. Don’t worry about tallying up hours—all your employees’ regular and overtime hours are automatically calculated. Go to Timecards, then Report. Here you can set custom time filters and export your report as a .CSV file with employee names, locations, and a breakdown of hours worked. You can also clock out employees who clocked in but didn’t clock out, create new timecards, and edit saved timecards. No matter how many employees you have, Square timecards make it easy to track their hours. And when it’s time to run payroll, simply import their timecards into Square Payroll with a click.
Views: 29339 Square
Square Marketing Customizing an Email
 
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Sign up for your free 30-day trial of Square Marketing at www.square.com/emailmarketing. With Square Marketing, you can promote your business with easy-to-create email and social campaigns. Choose from hundreds of email templates and customize them to match your brand with simple-to-use tools. Plus, send the right email to the right audience with features like audience targeting and smart email lists. TRANSCRIPT SQUARE MARKETING CUSTOMIZING AN EMAIL It’s easy to send a custom campaign with Square Marketing. To get started, sign in to your online Square Dashboard and go to Marketing. Then, create a campaign. CHOOSING AN OBJECTIVE Decide what kind of email you’d like to send. Click “offer a coupon or discount,” “send a quick update,” “create a newsletter,” or “send an event invitation” to learn more about each type of campaign. After you’ve found the email type that works for you, select which location you’d like the email to come from. Then design your campaign. CUSTOMIZING YOUR EMAIL Now customize your email. Pick a theme. If you want to change the header image, you can upload your own. Then, choose how you want your business name to be displayed and add your logo. Go a step further and customize the colors, shape elements, and fonts to match your brand. Add content blocks like text, dividers, events, images, and more. To change the copy, simply click the item you want to update. Use the menu to change the font color, size, and style, and the toolbar above to align, bold, or italicize your text. To update a coupon, click it and use the menu to adjust. You can also move or delete a section by clicking it. CHOOSING YOUR AUDIENCE Once you’re happy with your email, you need to choose your audience. If you have an existing email list, you can upload it here. There are a few options for your audience. You can send to all your contacts, send to your automated lists, or create your own list. To create your own list, you can manually add customer email addresses to a custom set. Or use smart lists to set up filters that automatically group certain customers together. Once you select the filters you want, you can drill down further within the filter’s drop-down menu. Click Next. Select your group options, name your group, and save. Then review your groups, and filter by visited locations. You can also send a preview email to your account’s address or scroll down to see the email before you send. If you’d like to send a reminder email to your list, enable it. You’re all set to schedule or send your email. SQUARE.COM/HELP KEYWORDS: EMAIL MARKETING To learn more, visit square.com/help and search keywords: email marketing
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