Ask Our Appointments Product Managers and Designers Anything

[Tom]

Hello Sellers! On July 13th at 1pm PT / 4pm ET, we hosted a virtual office hours session within this thread where sellers had the opportunity to post questions and hear back from our Appointments team members! 

@rvoluck, @LoganSq, @winniecheng, and @pbarfield are product managers and designers on the Square Appointments team and, together, they took the lead in today's session. Having worked on a variety of features within Square Appointments and more than 6 years combined experience at Square, they addressed questions and make sure feedback went to the right decision makers. Learn more about Square Appointments.

A few example questions:

• How can I make sure I'm getting the most out of Square Appointments?
• What are the best strategies for using Square Appointments within my business type?
• There are so many different features available within Square Appointments, what are the top three things to keep in mind for someone who is getting started?

Note regarding account-specific questions: For your privacy and security, we are not able to address issues related to specific account status details in our public forums. If you need account assistance, please contact our Customer Success team and they'll be able to take a deeper dive.

[BLGC]

Lol yes. Me always “when is 6 weeks from today?” 

my client: I don’t know

Me: oh sorry, I was asking Siri. 

[CanvasNC]

Every time!  My client is like, "Oh, I don't know let me look"... blerg

[CanvasNC]

Also, just to verify, this isn't Tom from MySpace is it?

😂😂😂

[Tom]

@CanvasNC—who, me!?😉 I'm flattered, though I must confess that this is not MySpace Tom. Just Square Tom here today.😂

[CanvasNC]

More like Tom²

[getBackOnCourse]

Hi!

It doesn't look like clients are able to enter promotional codes when they book their appointment. Is this feature on the way?

[CanvasNC]

I agree, this would be a great feature for any specials we're running

[904_inspections]

Is there a way to change what info is shown on the calendar for each appointment?

For example, I need the address to be shown, not the customer name.  At the moment, I've been just putting the address in the "customer name" spot so that it shows the address on the calendar, but I would like to know if there's a setting or something I can change where I can keep the correct information in the correct space and keep my customer profiles accurate.

Thank You !

[CanvasNC]

Can you put it in Appointment Notes?

[904_inspections]

I do that now as well, or put the customer name in appointment notes, but then when i go back and search for a customer having the address in the name spot can become confusing and sometimes I cant find a certain customer if I don't know the address we did for them previously.  

My issue is that I make my schedule based on address, because my inspectors go to different customers homes every hour on the hour all day long. So when I look at my calendar, it's more important for me to be able to see the address than it is to see the name in order to make the routes for the day and determine which inspector goes on which route.  It would be nice to be able to decide what goes on the calendar view, like instead of the customer name  I could change it to the address or even just the zip code, so I can see where each appointment is without having to click on each one.

[winniecheng]

Hi @904_inspections, thanks for your question. Currently there isn’t a way to change the info shown on the calendar for each appointment, but we have heard similar feedback.

May I ask what device you typically use to view your calendar? If you’re using web, you can use the Quick View to view the address while still being able to view the calendar on your screen.

But I definitely hear your feedback that it would be ideal to be able to view these sorts of details on the calendar directly.

[904_inspections]

Most of the time I use my desktop to access the calendar, every now and then I might use the app on my phone, but the desktop version is where I really need to see it that way on the general calender where you're looking at a week at a time.  We schedule appointments by address or more specifically zip code, then I have to make a route for each inspector based on where each appointment is.  So thats why I have to see the address or at the very least the zip code on the week view.  There's no way I would be able to make each inspectors route without seeing that.  Ill just keep putting the address in the customer name spot for now, but it would be really nice to be able to customize the calendar view.  Ive looked at several scheduling apps trying to find one that would work for what I need and that is the main problem I ran into with all of them, not being able to see the address instead of the name when Im looking at each day/week.  I've yet to find one that gives me the option, but this square calendar/schedule is still the best I've found for what I need out of it. 

[JosietheBeautic]

For a multi serviced business, could we have a feature selecting categories when making an appointment online on the client's point of view.

[winniecheng]

Yes, this is on our roadmap for later this year! Let me know if you'd like to be part of a beta program for this.

[LadyDivine]

I wonder if it's possible that when a client books or we book a client we can make the option of a payment plan.  In other words, when the appointment is made, the option of say "4 payments" for example. can pop up if I choose to enable it for that Service. At that point, they would pay their first installment. I can then carryover the rest of the payments in "square invoices".

[winniecheng]

Appreciate your feedback - super interesting use case that hasn’t come up a lot in the past, however we will consider this as we go into next year’s planning cycle. Thank you!

[BPitts]

How do we effectively sync a calendar to Square? We have two locations and we currently share a Google calendar for both. 

How do we see the fees for any upgrades?

[Kassi_]

Welcome back, @BPitts -

Right now, you can sync your personal Google Calendar to your Appointments feature on Square. Check out this Support Article with the steps on integrating the two and other options once you do. 

What kind of fees for upgrades are you referring? I will keep an eye out for your reply👀. 

[WaxThatJax]

I understand that banks no longer require signatures for card transactions, but as a Square Terminal customer in the spa industry we NEED that signature line! It is so uncomfortable to hand a customer a receipt with ONLY the tip and total portion and it creates an awkward dynamic that feels like we're begging for tips instead of giving the option to tip.

Printed receipts with a signature line is the ONLY reason that I bought the $300 Square Terminal. Without that signature line this is a nearly useless box that could have done the same thing as the $10 phone reader. I am flabbergasted that this is even happening!

Give us the option to have a signature line on every transaction! Who cares if the bank needs it? WE need it!

[BLGC]

Can we have messages reply with an automation saying that this is an automated system and user doesn’t accept incoming messages? 

[BLGC]

Can we have a third shade of color for checked in but not finished