When connecting your Square POS to PeopleVine you are empowered with the following capabilities:
- All customer spend is visible in their CRM profile
- We will track order history, product's purchased and other general analytics
- You can reeward people for how much they spend
- They can register their card on file at the POS or online
- They can pay for their F&B via their card on file or rewards
Full updated spec list marked with an x:
To get started, go to the company menu and click on Integrated Platforms. Scroll to Commerce + POS and click on Square.
Click the Connect button to go to Square to approve the authentication.
You will be routed to Square to review and approve the permissions being requested. Please note that we don't currently utilize all permissions, but plan to leverage in future builds.
Once this is set, all future orders from Square will flow into your PeopleVine account.
Please note that all orders from Square will flow into PeopleVine, but only orders that were assigned a customer in Square will match to a CRM profile in PeopleVine. Otherwise, the data will fall under a Walk-In customer.