> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Square Specific Settings

> Step-by-step guide for configuring customer integration with Square in SimpleTix.

## Adding new customers to your Square Customer List

1. Log in to [Manager Portal](https://manager.simpletix.com).
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.

<Info>
  Enabling this option will automatically add every new customer to your Square customer list.
</Info>

## Choosing the Square Location SimpleTix purchases appear in

1. Log in to your [Manager Portal](https://manager.simpletix.com).
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](https://manager.simpletix.com).
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](https://manager.simpletix.com)
   * Click **Settings** on the top rail
   * In the left-hand menu, select **Store**
   * Select **Settings** under **Square**
   * Alternatively, visit [Square Settings](https://manager.simpletix.com/general/store/square-setting) 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

<Info title="New Tickets Only">
  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.
</Info>

## Square Location Settings Access

<Warning title="Account Owner Access Only">
  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.
</Warning>

### 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](https://manager.simpletix.com) 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](mailto:support@simpletix.com)

<CardGroup cols={2}>
  <Card title="Manage Square Gift Card Settings" icon="gift-card" href="/docs/payment-processor/square/manage-square-gift-cards-settings">
    For users interested in managing Square gift card settings.
  </Card>

  <Card title="Manage Square Catalog Upsells" icon="chart-line" href="/docs/payment-processor/square/manage-square-catalog-upsells">
    Learn how to enable or disable Square Catalog upsells on your checkout page.
  </Card>
</CardGroup>