How to connect Square to ClinicSense

Connect your Square account to ClinicSense to enable payment processing, invoicing, gift certificates, and more.

⏯️ Skip to video instructions


Instructions

  1. Go to Setup, then Payment Settings
  2. Click the Connect Square button, near the bottom of the page
    connect_square_payment_settings.png
  3. When the pop-up appears, click Proceed and follow the on-screen prompts
  4. Optionally, after connecting your Square account, you can also connect a Square Terminal.

Video Guide


📱 Using the app?

In the mobile app, you can connect your Square account from two sections:

  • Payment Settings
  • Square Payments

Via Payment Settings

  1. Click the hamburger icon and tap the Setup dropdown
  2. Select Payment Settings 

    Mobile SS (1).png
  3. Tap the Connect Square Account button 

    Square 1.png
  4. When the pop-up appears, tap the Connect Square button 

    Square 4.png
  5. Follow the on-screen prompts

Via Square Payments

  1. Click the hamburger icon and tap the Setup dropdown
  2. Select Square Payments

    Mobile SS (2).png
  3. Tap Connect your Square Account

    Square 3.png
  4. When the pop-up appears, tap the Connect Square button 

    Square 4.png
  5. Follow the on-screen prompts

Note: You may connect a Square Reader once Square is connected to your account.  

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