Square Specific Settings

​

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

​

Changing the Category SimpleTix items are created under

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 Category select the category that you want SimpleTix tickets to be categorized under in Square. By default, it is SimpleTix. The category must be created in Square to select it. Changing this will only affect future events.