How To Set Up Square
Credit/Debit
Complete the following steps if you would like to enable Credit/Debit cards as a payment option.
- Go to https://squareup.com/signup and create a Square account. If you have already created an account, please go to Step 2.
- Go to https://developer.squareup.com and login using the same username/password as your account.
- Below the Applications section, create a new application and name it “Tinsel CRM”.
- If you are not redirected to another page, click Open on your application and you will be redirected to the Sandbox credentials page.
- At the top of the page, click on Production to view the credentials that you will need to accept payments.
- NOTE: Do not share these credentials with any untrusted parties.
- Copy the Application ID from Square, paste it in the Application ID field in Tinsel CRM, and click the checkmark to save it.
- Below the Application ID field, click on Show to display the Access Token.
- Copy the Access Token from Square, paste it in the Access Token field in Tinsel CRM, and click the checkmark to save it.
- In the sidebar on the left side of the page, click on Locations to view your Square locations.
- Copy the Location ID of the main location, paste in in the Location ID field in Tinsel CRM, and click the checkmark to save it.
- You are now ready to accept Credit Card payments!
Apple Pay
NOTE: You must complete the Credit/Debit section in order to set up Apple Pay.
Complete the following steps if you would like to enable Apple Pay as a payment option.
- In the sidebar on the left side of the page, click on Apple Pay.
- Below the Web section, click on the Add Domain button.
- Type “app.tinselcrm.com” in the domain field and click Next.
- Step 2 has already been completed by our team, so please click Done.
- The domain should appear in a list and its status should be Verified. If not, please reach out to support@tinselcrm.com.
- You are now ready to accept Apple Pay payments!
Google Pay
NOTE: You must complete the Credit/Debit section in order to set up Google Pay.
Google Pay requires no additional setup and should appear as a payment option after configuring your Square credentials.
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