Square Appointments
Link Square Appointments so your AI receptionist can book into your Square schedule during the call. It uses your Square connection from Customer sync.
Connect Square Appointments on the Connections page and your AI receptionist can offer openings from your Square schedule and book appointments into it, live during the call.
Square Appointments is included on the Pro plan and above.
Square Appointments uses your Square connection from Customer sync. There's one Square sign-in for both: syncing your Square customers and booking appointments.
Before you begin
- You need a Square account with Square Appointments set up: your services, staff, and booking hours live in Square.
- If you connected Square before booking was added, reconnect it. An older Square connection only covers customer sync. Reconnecting grants booking access too.
Steps
- Open Settings → Workspace → Connections.
- Find Square Appointments under Calendar & scheduling.
- Select Connect (or Reconnect if your Square connection is from before booking existed).
- Sign in to your Square account and approve access.
- You land back on Connections, and Square Appointments now shows Connected.
Turn it into real bookings
Select Manage appointment types on the card (or open Receptionist, then the Appointments tab) and add the appointment types you want your AI to offer. Without one, your AI can't offer to book anything.
What happens next
Your AI checks real availability in Square and books directly into your Square schedule. Square manages its own booking hours and buffers, so the AI follows the rules you already set up in Square, not your RankLadder business hours. As a bonus, your Square customers sync into Contacts through the same connection, so the AI recognizes existing customers when they call.
If it does not work
- If the AI offers no times, check your Square account: booking works from the services, staff, and hours set up there.
- If the card shows Needs attention, the Square connection dropped. Reconnect from the Square card under Customer sync; that one connection covers both sync and booking.
- If you see "Access was declined", select Connect again and approve access on Square's screen.