Square Setup Guide
Everything you need to start accepting payments with Square
Square is perfect for small businesses. No monthly fees, easy setup, and you can accept payments online, in-person, or both. Processing fee: 2.6% + 10¢ per transaction.
Step 1: Create Your Square Account
1 Go to squareup.com
2 Click "Get Started" in the top right
3 Enter your email and create a password
4 Fill in your business information:
- Business name
- Business type (select your industry)
- Your address
- Phone number
5 Link your bank account for deposits
Step 2: Set Up Your Products/Services
1 From your Square Dashboard, go to Items & Services
2 Click Create an Item
3 Add your products or services:
- Name
- Price
- Description (optional)
- Photo (optional but recommended)
4 Repeat for all items you want to sell
Step 3: Create Payment Links
1 Go to Online → Checkout Links
2 Click Create Link
3 Choose what type:
- Single Item - For one product/service
- Multiple Items - Let customers choose
- Custom Amount - Customer enters amount (good for deposits)
4 Configure the details and click Create Link
5 Copy the link - this is what we'll add to your website!
Once you've created your payment links, send me:
• The payment link URL(s)
• What button text you want (e.g., "Book Now", "Pay Deposit", "Buy Now")
Step 4: Set Up Square Online (Optional)
If you want a full shopping cart experience, Square offers a free online store:
1 Go to Online → Online Store
2 Follow the setup wizard
3 Add your products
4 I can embed this store directly into your website
Additional Features
Invoicing
Send professional invoices to clients: Dashboard → Invoices → Create Invoice
Appointments
If you're a service business, Square Appointments lets customers book online: Dashboard → Appointments
Gift Cards
Sell digital gift cards: Dashboard → Gift Cards