Set up and manage Square Assistant
About Square Assistant
Square Assistant is an automated tool that helps you manage your business and customer communications. For example, Square Assistant can send SMS appointment reminders. Once received, your customers can confirm, reschedule, or cancel upcoming appointments without having to contact you directly. Square Assistant will then automatically update your Square Appointments calendar to save you time managing your appointments.
Before you begin
You can enable Square Assistant at any time from Square Dashboard or Square Appointments.
By default, Square Assistant is enabled for most merchants in Square Appointments. This feature is only available for merchants with online booking.
Enable Square Assistant
- Log in to Square Dashboard, then click More from Square > Messages.
- Click the Settings icon.
- Under Square Assistant, toggle on Enable Square Assistant.
- Click Save.
- Log in to Square Dashboard, then click Payments > Appointments.
- Under Settings, click Communications > Square Assistant.
- Toggle on Square Assistant, then click Save.
Disable Square Assistant
- Log in to Square Dashboard, then click More from Square > Messages.
- Click the Settings icon.
- Under Square Assistant, toggle off Enable Square Assistant.
- Click Save.
- Log in to Square Dashboard, then click Payments > Appointments.
- Under Settings, click Communications > Square Assistant.
- Toggle off Square Assistant, then click Save.
Manage Square Assistant
You can manage your settings to disable Square Assistant or to turn on other settings such as Do not disturb.
- Navigate to Messages, then click the gear icon.
- Under Square Assistant, toggle off Enable Square Assistant.
- Click Save.
To enable or disable do not disturb:
- Navigate to Messages, then click the Settings icon.
- Under Do not disturb, toggle it off or on.
- Click Save.
- From your Square Appointments Overview page, navigate to Settings.
- From the Settings menu, navigate to Communications > Square Assistant.
- Toggle off Square Assistant, then click Save.
To enable or disable do not disturb:
- From your Square Appointments Overview page, navigate to Settings.
- From the Settings menu, navigate to Communications > Square Assistant.
- Under Do not disturb, toggle it off or on.
- Click Save.