Features — 3 min read

Learning Never Felt So Good: Take Class Payments via Square

Heya folks, big news: you can now take class payments via our Square integration from the Setmore mobile app and web app. If you primarily book via tablet or smartphone, this means you reap the full benefits of card swipe-or-dip technology while taking customer payments in person, for both appointments and class sessions!

This expansion builds on our initial January launch of the Square integration for web and mobile Setmore apps. If you’ve got the Square integration activated, then all of your classes are now payment-ready from the Setmore app on your phone and your preferred browser.

Here’s how it works – mobile view

Start on your calendar or agenda view. Tap any class session to bring up the details menu and attendance list.

An iPhone showing the Class Session screen in Setmore.

Next, tap on the cash icon next to an attendee name.

The attendee row featuring a "cash" icon.

If a payment was already logged, you’ll see a payment history instead. Here you can:

Add more payments by tapping + New Payment.
Tap a previous payment to see its details or start a refund.

A list of previous payments.

If the customer hasn’t paid yet, you’ll see the Payment screen. Here you can add items or discounts. Tap Next in the top right to continue.

A pending transaction.

Setmore will open the Square payment screen. Here you can swipe or dip the customers’ card, or tender a cash payment.

On completion, you’ll be directed back to the Class Session screen in Setmore.

Taking payments for classes in the web app

Start by clicking on an existing class session in your calendar, then click Edit.

A class session on the calendar.

Click on the cash icon next to an attendee’s name to view their payment status.

A list of attendees showing the cash icon next to an attendee's name.

If a payment was already logged, you’ll see a payment history instead. Here you can:

Add more payments by clicking + New Payment.
Click a previous payment to see its details or start a refund.

If the customer hasn’t paid yet, you’ll see the Payment screen. Here you can add items or discounts. Click either Cash or Add Card to continue.

A payment screen.

Setmore will open the Square payment window. Here you can swipe or dip the customers’ card, or tender a cash payment. On completion, you’ll be directed back to the Class Session screen in Setmore.

The future of payments in Setmore

As we move forward on developing payments functionalities in Setmore, we want to hear from you! What are some options you’d like to see built into the platform in the near future?

Right now some of the leading possibilities are some of our most requested features from Setmore-powered business like yours: