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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.
Enabling this option will automatically add every new customer to your Square customer list.

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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

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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

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Square Categories and SimpleTix Integration

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

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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
Changes to the Square category setting will only affect newly created tickets and items. Existing tickets and items in Square will remain in their current categories.

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Square Location Settings Access

Square location settings in SimpleTix can only be accessed and modified by the account owner. Staff members, even those with admin privileges, cannot change these settings.

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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

Manage Square Gift Card Settings

For users interested in managing Square gift card settings.

Manage Square Catalog Upsells

Learn how to enable or disable Square Catalog upsells on your checkout page.