Using the Square Integration

Understand the integration, how to map to items, send invoices, and fix common errors

This article will cover everything you need to know regarding the Square integration.

How to Integrate Rex to Square

First, you'll need to connect Rex to Square globally. 

Log in to app.reservewithrex.com and head to the settings tab, then to Integrations

Here, you'll want to sign in to your Square account. This will globally connect your Square account to Rex. Now we need to link each Square location to each Rex location. Head to Venues and enter one of your venues, and head over to integrations

Here, you'll select the correct location from Square for this Rex location. Now you are completely integrated and good to go!

Scroll down and make sure your payment type is set to Square

 

Connect REX Packages to Square Items

Connecting packages to square items is beneficial, if not critical. For reservations that require a deposit, Rex will need an item to create an invoice for. This is how we map packages to Square items.

Click into packages, select a package, scroll down to Square and map the package to the correct item.

 

Different Payment Flows With Square

There are two main flows with Square. 100% deposit, and partially paid (creating invoices)

Paid in Full

If you set a package to be fully paid online, it will be a seamless checkout with full payment being made at the end of the reservation flow

Partially Paid (Invoices)

If you set a package to take a deposit up front, with the rest being paid later, it will create an invoice inside of Square (in which the guest will pay the initial deposit up front, and pay the rest when prompted)

The guest will be directed strait to the invoice through the reservation flow, and also receive an email of their invoice.

If the reservation was created by staff in the host app, they'll be sent an email of the invoice as well

 

Pending Status

When the guest attempts to create the reservation (or staff attempts to create the reservation on their behalf), they'll be placed in "pending" status as they have until the end of the day to make the initial deposit:

If they do not make the initial deposit, their reservation will be cancelled so other guests can now book in their spot. If you do not want the guests reservation to be cancelled, you can approve their pending payment to accept their reservation even though they haven't paid the remaining balance:

Viewing Invoices

At anytime in the host app, you can easily see at a glance if an invoice has been paid

You can also view the actual invoice inside of Rex as well:

You can copy the link to the invoice and resend to customer to remind of payment whenever you need.

Common Errors

If the situation were to ever occur where payment cannot be made, either in the front end or in the host app, you may need to go through some troubleshooting tests.

Make sure that your square Location is still connected in the venue integrations. If it is not, you have to re-sync your Square account and items. If this occurs, please email support@reservewithrex.com, but here are the steps to reconnect immediately:

Disconnect and reconnect to Square globally.

Reconnect the location to the correct Square location

Make sure all packages are correctly connected to items.