Square - Point of Sale (POS) Integration
Setting up the Square Integration
By integrating with platforms like Square, Capitan gives you the ability to use the world's leading POS and Inventory Management platforms to streamline your retail operations.
To setup the Square integration, on the Staff Site underneath "Admin" select "Organization Settings".
Under "Integrations" select the "Connect with Square" button. This will bring you to Square's website where you will verify you want to connect Square with Capitan.
Once connected, Capitan will sync all of your existing customers to Square (first name, last name, email, phone number and birthday). Capitan will also sync all entry passes, prepaid memberships and event vouchers set to be sold in your POS.
Any new customers or products created in Capitan will automatically be synced in the future as well.
Note: For existing gyms, Capitan initially syncs 50 customers a minute with Square so we don't make too many requests at once to the Square's API.
Using Square with Capitan
When a customer comes into your facility and wants to make a purchase, you will run the transaction through Square. Square will include your Capitan products and any other items you carry in your facility (snacks, climbing shoes, t-shirts, etc.).
All Capitan entry passes, prepaid memberships and event vouchers synced with your Square account will be added to the Capitan Category to make them easy to find.
When a customer makes a Capitan purchase, it is crucial to add the customer to the purchase so it is added to their profile in Capitan.
Once the transaction is complete, the Capitan products will automatically be added to the customer's profile. You will also see the Square transaction in the customer's Payment section.
Items that can not be sold in Square
There are two types of memberships that can not be sold in Square: Group Memberships and any Recurring Memberships. For both these types of memberships they must be purchased directly from Capitan. We recommend having a tablet at the front desk a staff member can hand to a customer to complete purchase of these types of memberships.
FAQs When using Square with Capitan
Will I be charged two transaction fees when using Square with Capitan?
No, you will not be charged two transaction fees when using Square with Capitan. You will only pay Square's transaction fees. The transaction is recorded in Capitan so your team has one place to look up all information regarding one customer.
What hardware do I need to use Square?
Square has their own hardware which you can find here.
Is Square available in my country?
As of writing this in June 2022, card payment acceptance with the Square is currently available in the US, Canada, Australia, Japan, the United Kingdom, Republic of Ireland, France and Spain. Square does not currently support payment card processing outside of these countries or in U.S. territories such as Puerto Rico, Guam, the U.S. Virgin Islands, American Samoa, and Northern Mariana Islands. You can find additional information here.
How does Square work with my accounting software?
When using Square, you can integrate directly with your accounting software (including Quickbooks and Xero). To ensure you are not double counting sales, all purchases of products in the Capitan category done via Square will not be included in any Capitan accounting reports.