The Square integration will automatically sync your customers into Signpost when they make a payment through Square. The customer's profile only needs to contain either an email address and/or phone number! Then, Signpost will automatically send a review request after that transaction, to drive great reviews on Google, Facebook, and Yelp.
- Pro tip: When your customers are completing their transactions, encourage them to enter their email address. Later, Signpost will automatically send targeted marketing campaigns to drive great reviews and incentivize repeat business!
1. Log in to your Signpost Dashboard and navigate to the "Integrations" tab
2. Under "More Integrations", change the drop-down menu to "Payments and Accounting". Then, click "Connect" next to Square.
3. Enter your Square login information and click "Sign in"
4. Click to authorize Signpost
Done! Now, your Integrations tab should display Square under the "Connected Integrations" section.