How to Connect and Use Square Payment Processor in GHL Customer Care
Business users will now be able to connect their Square accounts for processing payments within GHL Customer Care This is available under sub-account Payments ->…
1 min read293 words8 explained imagesUpdated Wed, 22 Jan, 2025 at 1:38 AM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Business users will now be able to connect their Square accounts for processing payments within GHL Customer Care
This is available under sub-account Payments -> Integrations and businesses will be able to connect using their API keys.
Businesses will be able to process one-time as well as subscription payments by configuring products under Payments -> Products. This includes support for all features available under sub-account like order forms, invoices, online stores, forms, memberships, payment links and more. This is not available for SaaS and re-billing right now. Businesses will be able to track all payments made under Payments -> Orders and Transactions and all existing trigger functionalities will also be available along with this integration.
To connect to Square in Sandbox/Test Mode, follow the below steps: 1. Login to you square account - https://app.squareup.com/login 2. Open the sandbox square account from your square dashboard and stay signed in as a square sandbox user 3. Then go to GHL Customer Care and click on the Connect button for Square Test Mode. It will automatically pick that signed in sandbox account and connect it to GHL Customer Care
Additional points:
- Customers would see all the physical locations available in their Square account on GHL Customer Care Integrations page and they can choose which Square location would be associated with which sub-account.
- Existing Square customers can click on 'Reconnect' to reconnect their Square account and allow access to fetch Square locations which will fetch all locations and showcase on GHL Customer Care's integrations page and customer would be able to select the right location associated with the sub-account.
Figure 1What this shows - Existing Square customers can click on 'Reconnect' to reconnect their Square account and allow access to fetch Square locations which…What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: - Existing Square customers can click on 'Reconnect' to reconnect their Square account and allow access to fetch Square locations which will fetch all locations and showcase on GHL Customer Care's integrations page and customer would be able to select the right location associated with the…. Immediately after, the guide continues: - By default a physical location would be selected as soon as connect/reconnect is successful which can then be changed as per the customer's requirement.Image 1 of 8What to choose- Existing Square customers can click on 'Reconnect' to reconnect their Square account and allow access to fetch Square locations which will fetch all locations and showcase on GHL Customer Care's integrations page and customer would be able to select the right location associated with the sub-account.Next step- By default a physical location would be selected as soon as connect/reconnect is successful which can then be changed as per the customer's requirement.
- By default a physical location would be selected as soon as connect/reconnect is successful which can then be changed as per the customer's requirement.
Reference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 5What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 2 of 8What this coversReference Images for the integration and end customer view of Square:
Figure 3What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 3 of 8What this coversReference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 5What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 4 of 8What this coversReference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 5What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 5 of 8What this coversReference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 5What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 6 of 8What this coversReference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 6What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 7 of 8What this coversReference Images for the integration and end customer view of Square:
Screenshot 2024-08-12 at 6What this shows Reference Images for the integration and end customer view of Square:What this showsIllustrates "How to Connect and Use Square Payment Processor in GHL Customer Care".This screenshot appears in "How to Connect and Use Square Payment Processor in GHL Customer Care". The text alongside this image reads: Reference Images for the integration and end customer view of Square.Image 8 of 8What this coversReference Images for the integration and end customer view of Square:
