​

Adding new customers to your Square Customer List

1. Log in to Manager Portal.
2. Click Settings on the top rail.
3. In the left-hand menu, select Order Form and look for “Each time a ticket is ordered by a new customer” setting
4. Toggle the option:
   • Enabled: Every new customer who places an order is automatically added to your Square customer list.
   • Disabled: New customers will not be added automatically, giving you full control over customer management.

​

Choosing the Square Location SimpleTix purchases appear in

1. Log in to your Manager Portal.
2. Click Settings on the top rail.
3. In the left-hand menu, select Store. Select Settings under Square.
4. Under Choose Location select the Square Location you want purchases to appear in

​

Creating new Square Items for each event time

1. Log in to your Manager Portal.
2. Click Settings on the top rail.
3. In the left-hand menu, select Store. Select Settings under Square.
4. Toggle Create Square items for each event time if you want to create a new Square item in your Square account for each event time. Enabling this can make your Square reporting more granular (seeing sales for each event time). If you have a lot of times you may not want to do this

​

Square Categories and SimpleTix Integration

SimpleTix allows you to control how your tickets and items are categorized in Square when they are created.

​

Changing the Category SimpleTix Items Are Created Under

1. Access Square Category Settings:

   • Log in to Manager Portal
   • Click Settings on the top rail
   • In the left-hand menu, select Store
   • Select Settings under Square
   • Alternatively, visit Square Settings directly

2. Set Default Square Category:

   • Under Choose Category, select the category that you want SimpleTix tickets to be categorized under in Square
   • By default, it is “SimpleTix”
   • The category must already exist in Square to be selectable
   • Click Save to apply your changes

​

Square Location Settings Access

​

Finding Square Location Settings

1. Log in as the Account Owner:

   • Only the SimpleTix account owner can access location settings
   • Log in to Manager Portal with the owner account

2. Navigate to Square Settings:

   • Click Settings on the top rail
   • In the left-hand menu, select Store
   • Select Settings under Square
   • The location settings appear under Choose Location

3. Troubleshooting Access Issues:

   • If you cannot see the location settings:
     • Verify you are logged in with the account owner credentials
     • Check that your Square account is properly connected
     • Ensure your Square account has multiple locations set up (single-location accounts won’t show this option)
   • If issues persist, contact SimpleTix Support