Set up Square

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Step 1 – Log into your website

Log into your website at chasi.io/login

Once logged in, you will automatically be redirected to the Chasi Activity page. Select My Sites on the top navigation menu, then select Manage for the site you want to edit. From there you can select Admin Panel.

If you are already logged into your site, then visit your site frontend and select the Gear Icon to open the Control Panel then select Dashboard.

Step 2 – Access Payment Settings

1. On the side menu of your site’s dashboard, select WooCommerce > Settings.
2. In the Payments section, select Square.
3. Select Connect with Square and log into your Square account to authorize access.
4. After authorization, select That’s My Site – Redirect Me to return to Chasi’s payments settings.
5. In the Inventory Sync section, choose your Square Business Name from the Business Location dropdown.
6. Choose to have Square manage your inventory, and enable syncing of inventory.
7. Optionally, enable the toggle Handle Missing Products to hide products that are out of inventory or do not exist in your Square inventory.
8. Save changes.
9. In the Payments tab, toggle on Enabled in the Square row.

Step 3 (optional) – Enable Inventory Sync with Square

To sync inventory between Chasi and Square, follow these steps:

1. Select the Business Location dropdown and choose your Square Business Name.
2. Decide whether Chasi or Square should manage your inventory. For this tutorial, we’ll have Square manage product inventory.
3. Enable Syncing of Inventory. Note: This feature is designed for in-person stores. You’ll manage your product and sales on Square, and they will automatically update on Chasi.
4. To hide products on Chasi that are out of inventory or do not exist in your Square inventory, enable the toggle for Handle Missing Products.

Step 4 – Enable Payments with Square

1. Go to the Payments tab.
2. Find the Square row.
3. Toggle on Enabled.

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Tutorial Completed

If you still need help, feel free to Ask for Help in our Support Forums.

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