What features am I able to access in my appointments system?

[Fireweed0301]

[The title of this thread has been edited from the original: Help with square merchant/appointment account]

Hello there, 

I work as a massage therapist and have just switched over from my old online scheduling system to square appointments. I have yet to make online booking available to clients because I am unable to see an option in settings to avoid gaps in my day by clustering appointments together. This was available to me with my old software (fullslate), and now realize just how valuable that setting was. It allowed me to leave the scheduling up to my clients, whereas now I find that I will have to take the time to go in and manually schedule sessions in order to avoid any gaps... Unfortunately, this will more than likely me a make-it-or-break-it situation moving forward as I just don't have the time to invest in fussing with scheduling every day so fingers crossed there is a way to make it work!

As well, I am recently married and need to update my last name on my account. Everything I see shows that I am unable to do this without closing the original account and opening a new account with my new last name. The problem is I am many years invested in this square account, and would hate to try and redo all that I have created. Is there any way to receive some assistance with this process? With the inability to change my name all documents via square still state my last name which has gotten very confusing for clients and bookkeepers. 

Lastly, when attempting to check out a client via square appointments I am unable to get my chip reader to connect. It shows that it is connected under my point of sale merchant account, but I cannot get it to function with the appointments app. Total bummer, but there's got to be a way to make this work, right?

Thank you for all of your help!

[Alex_]

 Hi @Fireweed0301,

I just saw this message on your other reply as well. Feel free to reply to this one or the other post you made on the separate thread. 

If you could provide an example of what you mean by "clustering appointments together" with an example that would be great. Also, if you can provide a screenshot of the message you are getting in the Appointments app regarding the reader.

Speaking to your other question, at the moment we do not have the ability to perform any name change with our systems in regard to the activation name on file. 

I'll keep an eye out for your response.

[Fireweed0301]

Thank you for your prompt response! Essentially, what I would like to do is have online booking set up so that when a client goes online to book they are only shown available appointment times directly before or after appointments that have already been booked. This will eliminate any gaps in my schedule throughout the day, and save me a lot of hassle!

Because this is such an important piece of the online booking process, I’m afraid I won’t be able to make online booking available without it. 

As far as the name change is concerned, are you recommending I close my current account and reopen another one? If so, is there an easy way to do that without losing all that I have going on in my current account? 

When I attempt to utilize the check-out option via square appointments it does not show that I am connected to my chip reader, so I have to close out of the appointment app and go through my square merchant app which has the ability in settings to connect to a reader. I don't see that option available in the appointment app..

Thanks again for all of your help! 

[Alex_]

@Fireweed0301,

Thank you for that breakdown! I let me escalate this to our Appointments Team and I will be back as soon as I receive an update. 

In the meantime, please let me know if you have any other questions by replying to this thread. 

[Alex_]

@Fireweed0301,

Thank you for your patience. After checking in, we can conclude that currently the ability to have the appointments view in the method you are requesting is not supported. Clients will see all availability for service selected. 

Also, with the Contactless + Chip Card Reader, what troubleshooting have you attempted? Check out this article for some quick tips on getting the reader back in action.

Please let me know if you have any other questions by replying to this thread.