# Square AI Receptionist for Orders and Bookings

Source: https://insertchat.com/integration/square

> Look up orders and payments, manage customers, and update Square bookings.

InsertChat connects to Square so your AI front desk can look up, create, and update customers, search orders, payments, invoices, subscriptions, and catalog items, check booking availability, and update or cancel existing bookings. It can’t take payments, issue refunds, or create new Square bookings.

## Answer order and booking questions with Square details

A customer asks about an order, an invoice, or an existing appointment. With the Square actions you enable, your assistant can find the customer, look up orders, payments, invoices, subscriptions, and payment links, and search your catalog. For Square bookings, it can search availability and look up, update, or cancel an existing booking. It can also create and update customer profiles.

## What your assistant can do in Square

- Look up, create, and update customers
- Search orders, payments, invoices, subscriptions, and catalog items
- Check booking availability, and look up, update, or cancel bookings
- Retrieve payment links

Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.

## Setup

1. **Connect your account.** Find Square in the InsertChat app catalog and authorize the account you want to use.
2. **Choose the actions.** Select the supported actions your assistant needs and review the connection’s permissions.
3. **Test the workflow.** Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.

## How businesses use Square with InsertChat

Illustrative examples, not customer results.

- **Move a Square appointment by phone.** A client calls to push her color appointment to Thursday. The assistant checks Square availability and updates the booking. [Salons & spas](https://insertchat.com/industries/salon)
- **Answer pickup order questions.** A guest calls about a pickup order. The assistant searches your Square orders and tells them where it stands. [Restaurants](https://insertchat.com/industries/restaurants)
- **Check grooming availability.** An owner asks about open groom times. The assistant searches Square availability and passes the new booking request to your team. [Pet grooming & pet stores](https://insertchat.com/industries/pet-grooming)

## Can my assistant take payments or issue refunds in Square?

No. The Square actions available to your assistant look up payments, orders, invoices, subscriptions, and payment links. They do not charge a card, create a payment, or issue a refund, so hand payment changes to your team.

## Can customers book new Square appointments through the assistant?

Not through Square. Your assistant can search booking availability and look up, update, or cancel an existing Square booking, but creating a new booking is not a supported action. Handle new appointments with your InsertChat scheduling setup or your team.

## What access does the Square connection use?

It uses the Square account you authorize in the InsertChat app, with that account’s own permissions. Enable only the customer, booking, order, and catalog actions your workflow needs. Connected services such as Square may have their own charges.

## Related features

- [Scheduling](https://insertchat.com/product/scheduling)
- [Contacts](https://insertchat.com/product/crm)
- [Shared inbox](https://insertchat.com/product/inbox)

## Related guides and comparisons

- [AI receptionist for phone calls](https://insertchat.com/product/phone)
- [Stripe integration](https://insertchat.com/integration/stripe)
- [Pricing and plan limits](https://insertchat.com/pricing)