Square Integration Feature Kit

Square is a popular payment processing platform that enables businesses of all sizes to accept payments in person, online, or through mobile devices. It is widely known for its simplicity, affordability, and ease of use.

Key functions of Square:

• In-person Payments: Square provides point-of-sale (POS) systems, such as card readers and terminals, allowing businesses to accept credit cards, debit cards, contactless payments (like Apple Pay, Google Pay, and Cash App Pay), Afterpay, and cash payments in physical locations.
• Online Payments: Square allows businesses to accept payments online through e-commerce platforms, online invoices, and payment links. This is especially useful for businesses that operate online or offer remote services.
• Mobile Payments: Square’s mobile app allows businesses to accept payments using a smartphone or tablet by connecting a card reader, making it ideal for pop-up shops, mobile vendors, or service-based businesses.
• Payment Processing: Square acts as a payment gateway by securely processing credit and debit card transactions. It handles the transfer of funds from the customer’s bank to the business’s bank account.
• Hardware and POS Systems: Square offers physical hardware solutions like card readers, registers, and terminals designed for quick and seamless checkout experiences.
• Business Tools: Beyond payment processing, Square provides tools for inventory management, sales reporting, employee management, and customer engagement. These tools help businesses track performance, manage stock, and streamline operations.
• Payouts: Square typically deposits payments into a business’s bank account within 1-2 business days.
• Integrated Ecosystem: Square integrates with various third-party tools, e-commerce platforms, and accounting software (like QuickBooks). It also offers its own ecosystem of products, such as Square Appointments (for booking), Square Invoices (for billing), and Square Online (for e-commerce).
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Square Integration is a powerful third-party integration that gives our clients the ability to push FareHarbor bookings/purchases into Square. For example, a client that uses FareHarbor may want to utilize us for online and direct bookings of their activities but they want to use Square for any in-person purchases outside of that like gift shops, restaurants, a bar, etc. Now this client has 2 places to look at for reporting. This integration allows the client to fully rely on the reporting in Square as a source of truth.

This brings a lot of value to both our clients and FareHarbor.

Value for Clients:

• Unified reporting: With booking and customer information automatically sent to Square, their business has a single source of truth for accessing data, reporting earnings, and ensuring accurate tax compliance.
• Smarter operations: By eliminating the need to manually gather data from different sources and compiling it into a single report, their business can save time, reduce manual work, and boost productivity.
• Built for scale: As their business grows, so does its operational complexity. The integration is built to scale with their business, automating data synchronization to help you maintain efficiency and ensure consistent, accurate data at every stage.

Value for FareHarbor:

• More revenue opportunities as this will attract higher-value clients who need this integration to join FareHarbor
• Improves client retention and stickiness
• Increases product-market fit

• Tiers: Any
• Regions: Any region that uses Square (United States, Canada, UK, Ireland, Spain, France, Australia)
• In general: Any client that is using Square or wants to use Square for in-person purchases like for a gift shop, restaurant, bar, etc. and also is using FareHarbor.

There is no monetization involved with this feature. Square has it’s own separate pricing.

• SimpleTix has a “Push” type of the integration when all activity tickets are sent to Square with price/tax breakdown (explained by a prospect here). Plus a Customer created on Square side.
• Checkfront Most probably has a “Payment Provider” integration.
• Rezdy’s booking software allows the client to manage all aspects of their booking management, including resource allocation, automated updates, and customer communication. Clients can also pair the Rezdy app with the Square card reader to accept in-person payments from customers.

It is possible to sync Square and FareHarbor catalogs through the process of mapping catalogs. When catalogs are synced, if a client is selling a ticket to activity A in both FareHarbor and Square, the client won’t see any duplicates of those items in Square Reporting. Mapping catalogs are optional, however, it’s recommended when you are selling the same activity or retail item across multiple channels. See details below to decide if the client needs to map catalogs.

Below outlines the 3 situations:

Option 1. Each Customer Type/Custom Field is linked to an Item Variation in Square.

• Use this option if the client sells the same activity or retail item through both Square and FareHarbor, or if you need to track inventory in Square for items purchased through FareHarbor.
• For example, the client sells “Sunset Cruise” tickets through FareHarbor, where they have an item labeled “Sunset Cruise” with customer types “Adult” and “Child.” Simultaneously, they sell the same tickets through Square with the item “Sunset Cruise” and variations “Adult” and “Child.” By mapping the “Adult” customer type from FareHarbor to the “Adult” variation in Square, any purchase of an Adult ticket in FareHarbor will be recorded under the “Adult” variation initially created in Square. This ensures that their Square account does not display two separate “Adult” entries for the “Sunset Cruise,” thus simplifying their reporting and analytics.

Option 2. A Customer Type/Custom Field is linked directly to an Item in Square (not to Item’s variation).

• Choose this option if the client prefers a simple, flat structure for their Square catalog and does not use item variations.
• For instance, instead of listing “T-shirt” as an item with “Large” and “Small” as variations, they have separate items for each size, such as “Large T-shirt” and “Small T-shirt.”
• Also, choose this option if you need to track inventory in Square for items purchased through FareHarbor.

Option 3: No Catalog Mapping Between FareHarbor and Square.

• The integration between FareHarbor and Square functions effectively without the need for catalog mapping. Choose this option if you do not require inventory tracking in Square for items sold through FareHarbor, or if you do not sell the same activities or retail items across both platforms.

Please Note:

• A client can manage stock and inventory in Square for orders made in FareHarbor, only if both catalogs are mapped (either Option 1 or Option 2).
• FareHarbor does not verify whether an item has sufficient stock in Square’s inventory prior to a purchase. Inventory levels in Square are updated after the transaction has been completed in FareHarbor.

Below are additional resources to share with clients:

• Square Integration One Pager
• Set up video (~12 minutes long)
• Website Landing Page (COMING SOON)
• Success Stories (COMING SOON)

Internal Training:

• Training Deck
• Recorded Training
• Set up video (~12 minutes long)

Setting up a Sandbox account in Square and mapping it to a demo FareHarbor account

1. Create a sandbox account
2. Get Square’s Access Token and Location ID
3. Enter Square’s Access Token and Location ID in your demo FareHarbor Dashboard
4. Getting to your Square Dashboard
5. Creating Items and Variations in Square
6. Mapping Customer types (steps 1-3) and Custom fields (steps 4-8) in FareHarbor

• Redeeming gift cards issued by FareHarbor in Square – TBD
• Before making a purchase in FH, check if a catalog item has positive inventory in Square to avoid oversell – TBD
• Connecting multiple FareHarbor dashboards to one Square account – TBD
• Showing Membership details in Square – TBD

Don’t see an update here? Submit the client and functionality gap to the idea box.

• More information to come…

• Combos
• Cannot redeem FareHarbor gift cards and/or Promo codes in Square
• Before making a purchase in FareHarbor, we do not check if a catalog item has positive inventory in * Square to avoid oversell
• Cannot connect multiple Square accounts to one FareHarbor Dashboard
• FareHarbor Membership details won’t show in Square
• Purchasing an activity in Square and having it populate in FareHarbor
• Cannot issue an invoice based on a purchase made in FareHarbor
• Cannot send customer’s credit card details to Square
• Cannot manage crew in Square (payroll, HR, time racking, scheduling, etc.) and have it communicate/effect crew in FareHarbor
• Cannot add a payment in Square to a previously made purchase in FareHarbor
• Reporting on activity date in Square
• Overpaid refund booking modification. We’re not supporting sending overpaid amounts to Square.