Setting up your Square connection in Mobi2Go
Step One - Connecting your Square account
Go to your Store Settings Page. Click the Edit button next to the Incoming Orders header.
Now select Square from the drop down.
Step Two - Authorizing Square with Mobi2Go
Click the Authorize Mobi2Go with Square button.
Now you will be redirect to Square and asked to log in (if you are not logged into Square already, otherwise a connection will automatically be established).
You will now be redirected back to Mobi2Go.
Step Three - Check the Connection
Now that all the settings are correct you can check the connection with Square by clicking the Check Connection button.
And you're done!
Importing your Menu from Square
Importing your menu from Square is a simple process.
Step One - Go to the Menu Importer
Go to the Menu Page and click the Go to Menu Importer link at the top.
Now select POS System from the drop down.
Step Two - Import the Menu
Select your store from the Select Location drop down and click the Import from POS button (This might take a little while).
Once the menu is imported you will be redirected to the Menu Management page.
Note: If you are having trouble loading your menu you can contact email@example.com at anytime for guidance.
Setting the Menu for your Store
Go to your store settings page. Click the Edit button next to the General Settings header.
Now select your menu from the Menu drop down.
Receiving Orders in Square
Once you have connected Mobi2Go to your Square account and loaded your menu you will need to install and configure Orders for iPad to enable order printing and notification.
Step 1 - Installing Orders for iPad
You will need an invitation from our staff to install the Orders for iPad app. Please send an email to your Customer Success Manager or firstname.lastname@example.org with the following information:
- Email address used for the App Store
- Receipt printer model number
Once you receive an invitation please follow the links in the email to install TestFlight and Orders for iPad. Open Orders for iPad and configure it for your required location and printer via the Settings cog.
For more in-depth instructions on the setup and configuration of Orders for iPad please follow this link.
Once Orders for iPad has been setup, send a few tests and you're away!