Square offers an integrated suite of payments and point-of-sale tools used by retailers, restaurants, service businesses, and online sellers. The Square ecosystem includes in-person POS, online checkout, invoicing, appointments, and a unified customer directory. Connecting Square to WellPlan syncs customers and transactions into the CRM, treating every in-store, in-app, or online sale as a CRM event. Workflows trigger on payment completed, invoice paid, refund, or appointment booked to send email, SMS, and WhatsApp follow-ups. In-person customer data finally lives in the same CRM as your digital marketing.
Features
Common use cases
Send digital receipts and review requests
A coffee shop using Square Register sends a digital receipt email and asks regular customers for a Google review three days later. Repeat visitors are tagged by visit frequency and segmented for loyalty offers via SMS.
Re-engage in-store customers online
A boutique uses Square POS to capture customer emails at checkout. Those contacts sync into WellPlan and enter a new-customer welcome sequence promoting the online store, with location-aware messaging for any future in-store events.
Confirm and remind appointments
A salon using Square Appointments triggers SMS confirmations the moment a customer books, then a reminder 24 hours before. No-shows automatically receive a follow-up message and a tag to flag potential rebooking in the next campaign.
How setup works
- 1Sign in to your Square Dashboard with admin access to the location(s) you want to connect.
- 2Create an application in the Square Developer Dashboard to generate API credentials.
- 3Open WellPlan's Integrations settings, paste the Square credentials, and authorize the connection.
- 4Map Square payment, customer, and appointment events to WellPlan workflows and test with a sample transaction.
Frequently asked questions
Does the integration cover Square Online and in-person POS?+
Yes. Square's unified APIs surface customers and payments from Square POS, Square Online (including Weebly-based stores), Invoices, and Appointments. Workflows can branch by source so in-person, online, and appointment customers each get appropriate follow-up.
Will Square Appointments sync?+
Yes. Booking, rescheduling, and cancellation events from Square Appointments trigger WellPlan workflows for confirmations, reminders, and rebooking sequences. This complements WellPlan's own calendar with the broader CRM, marketing, and inbox features.
Can WellPlan accept payments through Square?+
Depending on configuration, Square can be enabled as a payment method on WellPlan-generated invoices and payment links. Funds settle to your Square account just like any other Square sale, with the transaction logged against the customer contact.
What about Square's customer directory?+
Square's customer directory data — including segments, notes, and groups — can be mirrored into WellPlan contacts and tags. This lets you keep your in-store customer notes from Square while running marketing automation against the same records.