Source: https://joinfinn.com/integrations/square

# Square

## Square + Finn.

Square integration with Finn. Square combines payments, point of sale, customer records, and appointment booking for local businesses.

Business function: Payments and subscriptions.

## What you can do with Square.

Square combines payments, point of sale, customer records, and appointment booking for local businesses.

### Run appointment booking and changes

Finn handles booking conversations across Square Appointments, customer records, and the business’s communication channels.

**Typically handled by:** Receptionist or outsourced scheduling service

**Starts when:** A client asks to book, move, or cancel a service appointment.

#### What Finn handles

1. Identify the customer’s requested service, location, staff preference, and existing booking.
2. Check the supported Square availability and explain the business’s booking and cancellation terms.
3. Save the confirmed booking change through the enabled Square Appointments setup.
4. Read back the reservation and send the client the correct time, location, and preparation details.

**The result:** The appointment is saved and the customer has a confirmation matching the booking record.

### Fill openings and follow up on missed visits

Finn coordinates the outreach and booking administration that reception teams repeat whenever a schedule changes.

**Typically handled by:** Front-desk team or appointment call center

**Starts when:** A cancellation opens a slot or a client misses a scheduled visit.

#### What Finn handles

1. Read the changed appointment and eligible clients in the connected waitlist or customer workflow.
2. Contact clients according to their preferences and the business’s agreed offer order.
3. Book the accepted opening in Square or complete the client’s rescheduling request.
4. Verify the saved appointment and close the related waitlist or missed-visit follow-up.

**The result:** An accepted opening becomes a confirmed booking, with unanswered offers and follow-up results recorded.

### Take customer orders through fulfillment

Finn handles the conversational ordering work for the products and services available through the business’s Square setup.

**Typically handled by:** Counter service team or outsourced ordering desk

**Starts when:** A customer wants to place a supported pickup or service order.

#### What Finn handles

1. Collect the requested items, modifiers, customer details, and fulfillment preference.
2. Check current catalog information and the ordering rules enabled for the Square location.
3. Create the supported order and send the appropriate secure payment or checkout path.
4. Verify the order and payment status and coordinate fulfillment updates with the location.

**The result:** The order is recorded with an accurate payment and fulfillment status; physical preparation stays with the business.

### Resolve payment and refund requests

Finn brings sales context into payment support and follows authorized adjustments through to their recorded result.

**Typically handled by:** Customer-service team or payments administrator

**Starts when:** A customer questions a payment or an approved refund is needed.

#### What Finn handles

1. Match the customer’s request to the Square order, payment, and receipt.
2. Explain the charge and apply the business’s service or refund decision rules.
3. Run the supported refund or correction and track the processor’s response.
4. Update the connected support record and send the customer the confirmed status.

**The result:** The billing question is answered or the refund has a recorded outcome and a clear customer update.

### Keep menus and service catalogs current

Finn handles recurring catalog administration across the Square locations and channels included in the business’s setup.

**Typically handled by:** Store manager or commerce support agency

**Starts when:** The owner approves new items, service details, prices, or availability changes.

#### What Finn handles

1. Collect the accepted item details, variations, modifiers, location rules, and pricing decisions.
2. Update the supported Square catalog records for the selected locations.
3. Coordinate related menu or service-page changes through the connected publishing tool where needed.
4. Read back the saved catalog and report incomplete or unsupported changes.

**The result:** The approved catalog changes are saved with location-specific exceptions visible to the owner.

### Maintain inventory and reorder follow-up

Finn monitors stock records and coordinates replenishment work without replacing physical counting or purchasing authority.

**Typically handled by:** Retail inventory coordinator

**Starts when:** Stock falls below a threshold or the team submits a verified count.

#### What Finn handles

1. Read the relevant Square item and inventory records by location.
2. Compare them with accepted counts and the connected purchasing or warehouse information.
3. Apply authorized inventory adjustments and send replenishment work to the purchasing process.
4. Verify changed stock records and track the buyer’s decision and supplier follow-up.

**The result:** Inventory reflects the accepted count and replenishment work has a tracked next step.

### Send invoices and follow payment to completion

Finn manages invoicing administration for service work, events, or other customer-specific charges.

**Typically handled by:** Bookkeeper or office administrator

**Starts when:** The business confirms a completed job, deposit request, or accepted estimate.

#### What Finn handles

1. Collect the approved customer, line items, amounts, and payment terms.
2. Create and publish the supported Square invoice with the correct customer delivery details.
3. Answer routine billing questions and run the approved reminder process.
4. Check the recorded payment outcome and update the linked job or customer account.

**The result:** The invoice and originating work share a confirmed payment status or an explicit outstanding balance.

### Run customer follow-up and repeat visits

Finn turns purchase and visit history into useful service follow-up through the connected messaging setup.

**Typically handled by:** Customer engagement assistant or local-business marketing agency

**Starts when:** A customer completes a visit or reaches the business’s follow-up interval.

#### What Finn handles

1. Read the relevant Square customer, order, and appointment history.
2. Select the approved care instructions, rebooking invitation, or service follow-up.
3. Send the message through the connected channel using the customer’s recorded preferences.
4. Handle replies, book an accepted visit, and record the resulting appointment or next action.

**The result:** Follow-up ends in a recorded customer response, confirmed visit, or explicit unanswered outreach.

### Reconcile the day’s sales and exceptions

Finn compiles the operational close across the business’s Square locations and connected accounting tools.

**Typically handled by:** Store manager and bookkeeping service

**Starts when:** The location closes or the finance review is due.

#### What Finn handles

1. Collect the relevant Square orders, payments, refunds, and inventory adjustments.
2. Match settlement and sales records with the connected accounting or bank information.
3. Investigate missing records and run the approved correction or owner-review process.
4. Deliver a source-linked daily report with completed corrections and unresolved differences.

**The result:** The business has a traceable close and an owned list of remaining sales or settlement exceptions.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Square.

Creating, changing, or canceling appointments on behalf of a business requires Square Appointments Plus or Premium.

## Industries

- [Appointment-led businesses](https://joinfinn.com/industries/appointments): Bookings, cancellations, waitlists, and client follow-ups.
- [Cafes and restaurants](https://joinfinn.com/industries/restaurants): Reservations, catering, guest questions, and daily prep.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

[All integrations](https://joinfinn.com/integrations)

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