Ask for reviews after Square payments

Connect your Square account and Chiffchaff asks for a review after each completed Square payment that has a customer attached. You don't need Zapier for Square.

Connect

1. Go to Settings → Integrations. Square covers the whole business, so the owner, or a manager with every location, connects it.
2. On the Square card, click Connect Square.
3. Sign in to Square and allow access. We ask to read payments, customers and your business details, and nothing else. We never change anything in Square.

You come back to Settings with your Square locations listed. If you have one location, or a Square location has the same name as one of yours, it's matched for you. Otherwise pick which of your locations each Square location is, so the request links to the right Google profile.

A Square account can be connected to one Chiffchaff business at a time.

Who gets asked

Every customer with a completed payment, as long as Square has the customer on the payment (for example, they gave their email or phone for a receipt, or you picked them in Square). Payments with no customer attached can't be asked.

We never pick who to ask by the amount, what they bought, who served them or how they rated you before. That would be review gating, which Google and the FTC don't allow.

• Email goes to every customer with an email address. Each one names your business and has an unsubscribe link. If Square says the customer opted out of your marketing emails, we don't email them.
• Texts go only to customers who agreed to texts in Chiffchaff. Square doesn't tell us whether someone agreed to texts, so customers from Square start without it. Tick Texts on their page once they tell you yes. See Texting needs consent.

Every other rule still applies: once every 90 days, your sending hours, texts only 9 AM to 7 PM in the customer's time, Monday to Saturday, and big bursts spread over a few days. See Ask a customer for a review.

New customers are added to your Customers list, marked as added from Square. Someone already on your list is matched by email, then phone, and keeps what you'd recorded. Requests from Square show via Square on the Requests page.

When and where

In Settings → Review requests:

• When to ask after a Square payment: straight away, 1, 2 or 4 hours later, or the next day. The default is 2 hours.
• Pause requests after Square payments: stop for a while without disconnecting. Payments made while it's paused don't get a request later.

On the Square card, untick a location under Ask after Square payments at to stop requests from that location only.

Disconnect

Click Disconnect Square on the Square card. We tell Square to end our access and delete what we stored to reach it. Requests already waiting still go out; you can cancel them on the Requests page. Removing our app from your Square dashboard does the same.

If the Square card says Needs reconnecting, Square stopped accepting our access. Click Reconnect Square and sign in again. Payments made in between aren't asked about.