Integrations and Add-ons

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Setting Up Online Payment with Square

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

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.

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.

If required to create a new Application, click on the “plus sign” and type in the name.

8. Copy the Application ID and the Access Token.

If wanting to test Square beforehand, use the Sandbox Application ID and Access Token. Once ready to process payments, make sure to change the Application ID and Access Token to the Production one in Nookal.

7. Paste the Application ID and Access Token in the appropriate fields and click Continue.

8. Select the Square Location and click Save.

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.

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

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.

If Clients can use Passes to pay for Services or Class, it is not recommended to tick the Payment Required box, otherwise Clients won’t be able to finalise the booking without paying. Not requiring the payment will mean the Client can choose to pay now or later.

In this situation, if a Client has not paid when booking, it is possible to invoice the Service, Class or a Pass and send via Square for the Client to pay online. See Accepting Online Payments with Square for more details.

5. Click Save Changes.

The Online Booking platform will be automatically updated with the Online Payments option. No update or modification required in the Online Bookings section.

In the Online Booking setup page (Setup > Extensions > Online Bookings > 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 Finish or Finish & Pay according to the set up for the selected Booking type.

If the Payment Required box all Clients need to pay while booking online. The only option to finalise the booking will be Finish & Pay.

If some Client don’t need to pay when booking (e.g. using Passes) do not tick the Payment Required box so Client have the option to book without paying (Finish) or pay (Finish & Pay) and add details about the payments in the Terms.

If the Client click Finish & 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.

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