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3) Location Settings

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Third step in the onboarding process is to get each of your locations set up.

Similar to the previous step of updating your global platform settings, there are also a list of settings that can be adjusted at the Location level.

Navigate to “Settings” then “Location Settings” in the left main menu. Select “Edit” next to the location you would like to set up first.

Location Information #

Location information settings are your “general settings” for each location. Here you can customize your location name, company name (if different than your overall company name), tax ID (if different from your overall company tax ID), address, phone number, etc.

Registers & Terminals #

You can add and edit your registers by going to the “Registers & Terminals” tab after you edit your location information.

To add a new register, select the “Add Register” option at the bottom of the module.

Integrations #

The last step is to get your integrations and payments set up. Go ahead and navigate to “Integrations” after you set up your registers.

If you plan to allow your customers to use credit cards, your most important integration to set up first is credit card processing (i.e. payments processing).

Note: you must have the Square Add-On integration to enable credit card processing.

Visit the Square Payments help article for a step-by-step walkthrough of payment processing and hardware setup.