Getting started with square is really simple, you'll first need to go to the link provided in the resources portion of this lesson and it will send you to the square homepage in there you can start your account. And in order to get started you will need your email address the last four of your Social Security. Just for verification purposes. They want to make sure that you don't use a lot multiple accounts and if you already want to make sure that you have the proper tax forms for them. So that is what the last for us for us so you can use to simply put in your email address and they create a password and Then your country and then you can read the terms the privacy policy and the esign consent and then click Agree and then click Continue. From there, it will submit your account information to square to be able to create a account for you.

So the next step is to choose a business or individual. If you are a one person business, a sole proprietor, if you're using it for a side project for just taking payments as a babysitter, then you'll click individual. If you have a LLC or corporation and partnership, charity 501 c three, or a religious organization, you'll click business. So for here, we'll put on the individual and they actually would name you will like to appear on your customer receipts. I'm just going to Click the name of the business and click Continue. This is where we will tell them a little bit more about our business.

And you can type in and they'll have a set of results. So we'll say other casual use and continue there. It will save our business profile information. After that, we can put in the places that we sell or take payments. So if you have a brick and mortar location where you have a storefront you can click about one. If you're on the go you do pop ups you have events that you vendor at, you'll click on the go.

If you are using mainly your computer to take payments, then you like at my computer If you want to use an online store, select the online store and if we're sending invoices, then we want to have that also. So you click as many as you like, and then click Continue. From here, they actually what else can they help you manage. So we have the option to put in some items catalogs, this may be your products, this may be your service list. If you have customers are ready, there that is where you can import your customer directory and add for loyalty and for marketing. If you plan on selling gift cards in store online, that you click there, and then for appointments, if you want your customers to come and book appointments with you, that's what she'll click.

So for this, I'm just going to click the appointments for now, I don't have any customers but if we were going to go ahead and just add them all kind of go through and show add what you are interested in, you can always remove it later. You don't have to keep it or half use every portion of the square suite. So we'll click continue and from here they have give you two solutions for your business needs. One is a square point of sale. This is where you can process credit cards, manage items and track sales with the square point of sale. You can use this with an iPad with a phone or they give you the opportunity to use square appointments.

So this is just where you can start with because going for it you may find that with appointments he wanted to start at Need some digital products that you would be able to use your point of sale for. So it's not one or the other and you can't use the other if you choose one so you can choose the one that's best to your business right now. So we have a small comparison between the two we see the point of sale is in blue, and the appointment sign green. And just about everything is included except the cloud based calendar, the online scheduling and the unlimited bookings with the point of sale but square appointments take care of case care of that. For the square point of sale, you can get those Square Reader for card reverse where you just swipe the card, you can do the contactless and chip, iOS and Android square appointments at this time, is not available on Android devices but can be used On iOS.

So I'm going to get started with the square appointments for now and we can add the POS later. And then once we get that completed, we have to confirm our business details. So business category you'll go ahead and choose the one that's best for you. Just pay cash when you put your business name your business phone as sometimes it you can't leave it empty. So sometimes I just like to put zeros in it if you don't have a business phone that is separate right now. Your business type, if you have Ei n number that will be here and then your time so Now, now this is where you put in the details of you.

This is the person who is going to be using the square login as primary, which would be you. So let's go ahead and put in my information. Once you click Submit, then they will go through and verify your identity using the information that you provided. So, once you complete that, if you chose the POS system, you will have the option to download the square appointments the square POS app or if you chose the square appointments, then you can have the option to download the square appointments app. And it will send to the phone number that you listed and your personal form. And then you can click Send download link and you'll receive a text message that has a link.

And you'll be able to click it and go right to the App Store on your device, whether it be iOS or Android and be able to download it right away. So I'm going to skip that for now. And from there, we insert in our dashboard for our square, and because we chose our appointments, it brought us to the appointments dashboard.