Nookal integrates with Square to enable Clients to pay online. It also integrates with the Online Booking platform so it is possible to request Services and Classes to be paid at the time of the booking.
Below explains how to set up this integration and have online payment options added to Nookal's Online Booking platform. For more details on using Square to request online payments for invoices not related to Online Bookings, click here.
Connecting Nookal with Square
Before you start...
To integrate Nookal with Square, an active Square account is required. If you don't have one, head to squareup.com to see if this product is suitable for your practice.
1. Go to the Setup section.
2. Click Integrations under Connections.
3. Enable Square from the list of available integrations and click Configure.
4. Click Add API Key.
5. Select for which Locations the API Key will be used.
Hot Tips
Each Location can only be linked to a single API Key. If the Add API Key button is not displayed, every Location is already linked to an API Key. Use the Bin icon to delete the API Key if a Location needs a different API Key.
6. To retrieve the API key and token in Square, go to https://developer.squareup.com and login with Square credentials to reach the Developer Dashboard.
7. Click Open on an existing Application.
Hot Tips
If required to create a new Application, click on the Plus symbol and type in the name.
8. Copy the Application ID and the Access Token.
Important!
Prior to copying the Access Token, click Show to reveal the token.
9. Paste the Application ID and Access Token in the appropriate fields and click Continue.
10. Select the Square Location and click Save.
Hot Tips
Square Locations can be found in the left-hand side menu when in the Application section.
The Locations and Application ID will be displayed in the Square setup page.
Important!
For security purposes, it is not possible to edit the Application ID or Location once saved. To make some changes, the existing connection will need to be deleted and new Application ID and Access Token will need to be added from the start.
Repeat steps 4 onwards to link additional Locations to different Application ID or Square Location (if appropriate).
Setting Up Online Payments for Online Bookings
Important!
The following instructions are for the New Online Bookings system. For information on Setting up Square Online Payments for the Legacy Online Bookings system please click here.
Once the Square integration is set up, enable Services and Classes to be paid via the Online Booking platform.
1. Go to Setup > Items > open the Services or Classes section.
2. Click on the Service and tick the Enable Integrations option if not already ticked.
3. In the Integrations section, enable Online Payments.
4. Tick Payment Required To Complete Booking if payment is needed for this type of Service or Class.
5. Click Save Changes.
The Online Booking platform will be automatically updated with the Online Payments option. No update or modification is required in the Online Bookings section.
In the Online Booking setup page (Setup > Extensions > Online Bookings - New > Click on a Location), the Online Payments setup is displayed in the table of available types of bookings.
- No online payments available: X
- Optional online payments: tick
- Payments required: tick and Payment Required
These options will be reflected in the choice Clients can select to finalise the booking as shown above.
Clients Online Payment Process
After selecting the Type of Booking, Provider, Time/Date of the booking, Clients need to agree to Terms and Conditions and click Book or Pay according to the set up for the selected Booking type.
Important!
If the Payment Required box is selected all Clients need to Pay in full via credit card to complete the online booking.
If some Clients don't need to pay when booking online do not tick the Payment Required box. This will give Clients the option to book without paying (Book) or pay in full (Pay).
If the Client clicks Pay, they will be redirected to the payment page to enter the Card Details and click Pay.
Once the payment is successful, the Client will see the Booking Confirmation screen and receive a Booking Confirmation email.