Adjust your appointment settings
About Square Appointments settings
Set up how you want to manage appointments at your business by selecting preferences for your calendar, booking, and communication settings. You can also view your history to quickly access past appointment details. Choosing preferences helps you manage appointments and notify your customers automatically.
Before you begin
Before you can adjust your appointment settings, you need to set up your Square Appointments account and online booking. Learn how to set up your health & beauty business with Square and .
Once you’ve set up Square Appointments, you can adjust the following appointment settings from your Square Dashboard:
-
Calendar and booking: Set up your payment acceptance, online booking, online scheduling, staff and services availability, and more.
Use a Fake-it Filter to remove some of your availability to give the appearance that your business is busier, or just reserve a percentage of your day for other tasks.
-
Communications: Choose when and how your clients receive confirmations and reminders regarding their appointments.
Customize the automated notifications sent to your clients for appointment updates.
History: View, edit, and export your appointment history.
You can also set up your payments and cancellations preferences. Learn how to booking cancellations and prepayment policies.
Step 1: Manage calendar and booking settings
Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
Click Settings > Calendar & Booking.
Select the options below to set your preferences.
Once finished, click Save before moving on to step 2.
Select where you accept appointments:
- In-person at your business
- In-person at your client’s location
- In-person at both your business and your client’s location
- Virtual or via phone only
Select your Reservation Guarantee preference:
- Your business automatically accepts all appointment requests.
- Your business must manually accept or decline all appointment requests.
Select your Customer booking timezone preference:
- Allow customers to choose timezone when booking
- Lock booking timezone to business location timezone
Online scheduling
Select time intervals for when appointments can be scheduled:
- According to service duration: Splits your availability into time slots that match the duration of the service. For example, 20-minute services will split your available time into 20-minute slots.
- At 10 minute intervals
- At 15 minute intervals
- At 20 minute intervals
- At 30 minute intervals
Limit how far in advance clients can schedule an appointment — between seven days to 365 days. This is useful if you’re not sure what your schedule will look like a few weeks or months down the road.
If toggled ON, your clients will be able to choose from all available time slots and have a staff member assigned automatically.
If toggled ON, your clients will be able to book multiple services for a single appointment when booking online.
This option is only available with a Square Appointments Plus or Premium subscription.
If toggled ON, your clients will be able to book different services with different staff, in a single appointment. Learn how to schedule appointments with multiple staff members.
Note: Tips on multi-staff appointments will be split proportional to service value.
If toggled ON, your clients booking with you online will no longer see any mention of “Staff”. Services will still be assigned to “Staff” automatically so you will still see them, but the customer does not.
This is recommended if allowing customers to see a staff member on an appointment is not desired.
Fake-it Filter
The Fake-it-Filter allows you to remove some of your availability to give the appearance that your business is busier, or just reserve a percentage of your day for other tasks.
Off: Does not apply any filters to your calendar.
Remove 25% of my availability: Removes about 25% of your total open time.
Remove 40% of my availability: Removes about 40% of your open time.
Remove 50% of my availability: Removes about 50% of your open time.
Step 2: Manage appointment communications settings
Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
Click Settings > Communications.
Select the options below to set your preferences.
Once finished, click Save before moving on to step 3.
If toggled ON, choose between text message, email, or both as the confirmation method.
Choose when to send the confirmation request between two hours prior to up to one week prior to the appointment.
Custom notifications
Customize the optional message in the notifications that are sent to your clients. Some notifications may not apply based on the settings on this page and your Calendar & booking settings. Notifications are sent in your preferred business language.
-
From the Custom notifications section of your Communication settings, select the communication templates under the following notification types:
New appointments
Confirmation & reminders
Appointment changes
Appointments cancellations
Use bracketed variables to include dynamically generated information.
Enter a subject and message for email notifications.
Enter a message for SMS notifications.
Click Save.
Step 3: View, edit, and take action on past appointments (optional)
Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
Click Settings > History.
Select an appointment to view more details.
From the Appointment Details page, click the details you want to edit.
Click Save.
- From the Appointment Details page, click More.
- Click Cancel Appointment or Mark As No-Show.
- Choose how to notify your client and confirm the action.
- From the Appointment Details page, click Take Payment.
- Choose a payment method and click Charge Card.
- Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
- Click Settings > History.
- Click Export to download save a .CSV file.