Considering the Square Integration?
Availability
The Square integration is only available on legacy Punchpass plans. If you're new to Punchpass, we recommend exploring Stripe for online payments or manual payment entry instead.
Also, Square operates in select countries, so please check Square's website to confirm availability in your region.
Want Square access? Just reach out to our team and we're happy to add it to your Punchpass plan.
What the Square Integration Offers
Here's what the Square integration with Punchpass allows you to do:
Create Items in Square - Automatically generate Square "Items" from pass offers you mark as "Sell through Square" in Punchpass
Sell Passes Through Multiple Square Channels - Use Square Reader, Square POS, or Square Web Store to sell these passes
Automatic Importing - When customers purchase these passes through Square, Punchpass automatically imports the sales data and creates the appropriate passes and customer accounts
Important Considerations
This integration works only with pass offers and those passes need to be defined in Punchpass first to then appear in Square, not vice versa.
Any passes sold directly through Punchpass (via admin screen or public sales page) will still process through Stripe.
While new Square purchases automatically import into Punchpass, historical sales cannot be imported. Unlike with Stripe, our team cannot directly access your Square account for troubleshooting, so if you need support, please
Some practical limitations to note:
Square orders occasionally lack customer details (requiring manual matching), we describe how to do this below.
Your Punchpass online sales settings don't apply to Square purchases, those only apply to Stripe purchases
Discount codes are only eligible for Stripe purchases
Setting Up the Square Integration
1. Connect Your Square Account to Punchpass
Go to Manage > Settings > Integrations in Punchpass
Click the Connect To Square button
Authorize your Square account when prompted
2. Configure Existing Punchpass Passes for Square Sales
Note: Passes need to be created in Punchpass for the the purchases to sync. If a pass was originally created in Square, the integration won't recognize the purchase.
Go to Manage > Passes
Click on the pass you want to sell through Square
From the Pass overview page, click Edit
Enable the "Sell Through Square" slider to add the pass to Square
Toggling this option OFF will remove the item from Square
3. Sell Passes Through Square
Once configured, you can sell passes through:
Square POS
Square Virtual Terminal
Square Online Store
Pro Tip: Provide your students with the direct link to your Square web store. We recommend including it at the top of your public schedule page.
4. Review Your Square Sales in Punchpass
Punchpass will automatically import the linked Square pass transactions and try to match the purchase with an existing customer.
How to Review Your Square Sales
On the Punchpass Home Page, you'll see a Square sales widget
Click the Review Square Purchases button to review recent Square transactions
5. Managing Customer Pass Assignments
If customer information wasn't attached to an order in Square, you'll need to manually review the transaction and assign it. The Square widget will create a flag to alert you of any purchases that need review.
How to Review and Link Square Purchases
From the Home page in Punchpass, click the Review Square Purchases button on the Square widget.
From the Pending Square Orders page, click on any "unmatched" orders to show the details.
Choose from three options:
Create a NEW customer
Match the order to an EXISTING customer
Delete the order from Punchpass (this doesn't remove it from Square)
You can also view the original order in Square to help determine who placed it.
Video Example of Matching Orders
6. Optional: Import Your Punchpass Customers to Square
Export your customer list from Punchpass
Import the CSV file into Square following Square's customer import guide
Square-Specific Features
Refunds
All refunds must be processed through Square
To reflect refunds in Punchpass, manually edit the pass and add the refunded amount
Marking a pass as refunded in Punchpass will NOT create a refund in Square
Taxes
Punchpass does not apply or sync taxes with Square
The full price paid by the customer (including taxes) is recorded as the pass cost in Punchpass
Discounts
Square's discount functionality works independently from Punchpass
Punchpass records the final discounted price but does not track that a discount was applied
Discount codes in Punchpass are not connected to Square in any way
Need Help?
Please log into your Punchpass account and use the support messaging system to contact us. Remember that we don't have access to your Square dashboard, so please provide as much information as possible.