Connecting with Square:
Before we begin the integration process, make sure to create a Square account:
After you've successfully created a Square account head over to your Bloom account Settings > Payments > Connect with Square
A pop-up window will appear on your screen from Square asking you to verify Bloom's integration with Square. Be sure to read over every permission in detail before allowing the integration.
Square will automatically re-direct you back to Bloom after you verify. Double-check that your default payment tab is set to Square - especially if you were switching over from Stripes payment platform.
Any invoices that were already sent out under Stripe will continue to be sent over through Stripe or straight to your bank account if the invoice was paid via ACH. Square will only process the payments made after it's been activated as the default payment platform.
You can view your transaction history through your Square account by heading over to the menu in the top-left corner of your dashboard > Transactions.
If you ever need to view the application permissions, or for some reason need to disconnect the integration - you can also find this by heading over to the menu in the top-left corner > Apps > Bloom.
You're all set up! You can now accept card payments from your clients via Square. To learn how to do so, please click on the button below: