Square

Available on request
HIPAA-readyWe sign a Business Associate Agreement
Pricing
Connected plan Quoted on the scoping call.
Patient data
Uses patient data
Developer
Velarya
What syncs once builtBoth ways
  • Customer name, email, phone and birthdayPatient data

    In SquareCustomer directory

    In VelaryaMember profile

  • Completed payment and order line itemsPatient data

    In SquarePayment and order

    In VelaryaPoints on spend

  • Past bookings and their statusPatient data

    In SquareSquare Appointments bookings

    In VelaryaVisit points

  • Discount amount for a redemption

    In SquareDiscount at checkout

    In VelaryaWallet redemption

  • Location list

    In SquareLocations in your Square seller account

    In VelaryaLocation mapping

Points on Square payments, with members from your Square customers

Available on request. Our team builds the Square connection for your practice after a scoping call. Once we build it for your practice, completed Square payments award points in Velarya on the items you choose, Square customers become Velarya members, and wallet credit a client spends can come off at Square checkout as a discount. It suits practices that take payments on Square POS or Square Appointments and want one points program in one app.

  • Award points when a Square payment completes, on the items you choose
  • Create and update members from your Square customer directory
  • Carry redeemed wallet credit to Square checkout as a discount
  • Award visit points for past Square bookings not marked as a no-show
  • Map each Square location to its Velarya location
Works with
Points, Wallet credit, QR check-ins, Member profiles

How it works

Available on request. Book a call, we scope it against Square's published API, build and test it with your team, and it goes live in your account.

  1. Your Square seller account grants Velarya the permissions it requests on Square's authorization page.

  2. We subscribe to Square payment, order and customer webhooks for your locations.

  3. Completed payments are matched to members, and the order's line items decide the points.

  4. Redemptions reach Square checkout as a discount, carrying an amount and no treatment names.

Each connection is scoped on a call and quoted separately, and the timeline is agreed on that call.

Questions

About the Square connection

Does Velarya integrate with Square?

Available on request: our team builds the connection for your practice after a scoping call, using Square's published APIs and webhooks. Your Square seller account grants the permissions on Square's own authorization page.

Do we need a paid Square Appointments plan?

Not for loyalty. Square lets apps read bookings for every seller; Appointments Plus or Premium matters only when an app creates or changes bookings, and this connection only reads.

We use Square Loyalty today. What changes?

Velarya's program runs in place of Square Loyalty, so clients see one points balance in one app. We plan the timing of that change with you on the scoping call.

Can visits earn points, not just payments?

Yes, if you choose. Past Square bookings that were not marked as a no-show can award visit points, and clients can also check in with their Velarya QR code at the front desk.

What does Velarya send back to Square?

Only the discounts that carry redemptions, each with an amount and a reference. Treatment names and profile details stay out of everything sent to Square, and we agree on the scoping call how your staff apply the discount at checkout.

Support

Our team builds and supports this connection.

Patient data

Customer identity, purchases and bookings can be protected health information for a medical practice, so Velarya signs a Business Associate Agreement with your practice and handles them that way. Discounts sent to Square carry an amount and a reference, never a treatment name.

“This HIPAA BAA applies only to the Services and configurations where Square is acting as your Business Associate”

Block, Inc., squareup.com/us/en/legal/general/hipaa, read on

See how we protect patient data.

Requirements

On our side: the Connected plan.

About Square

Square, from Block, Inc., offers point of sale, payments and Square Appointments for service businesses. Its developer platform documents APIs and webhooks for payments, orders, customers and bookings.

Square, the point of sale, payments and appointments platform from Block, Inc.

Trademarks

Square is a trademark of Block, Inc. Velarya is independent of Block, Inc. and is not affiliated with, sponsored by or endorsed by Block, Inc.

The logo shown for Square belongs to Block, Inc. and appears here only to identify its product.

Want the Square connection for your practice?

Book a call. We scope the Square connection against Square's published API and agree the timeline with your team.

Request this integration