Square

Overview

The Square integration enables full appointment booking directly through your AI agent. Customers can browse services, select staff members, choose available time slots, and optionally pay — all through a guided conversational flow.

This is one of our most powerful AI Actions, providing a complete booking experience that rivals dedicated booking websites.

How It Works

When a customer asks to book an appointment, the AI initiates an interactive flow with rich UI elements:

• Service cards — Visual cards showing service name, duration, and price
• Staff selection — Choose a preferred team member or “Any available”
• Calendar picker — Interactive date and time selection
• Detail form — Collect customer name, email, and phone
• Payment — Optional secure payment via Square (if required)

The flow state is preserved, so customers can take their time without losing progress. Sessions expire after 30 minutes of inactivity.

Prerequisites

Before setting up the Square integration, you'll need:

• A Square account with Square Appointments enabled
• At least one location with services configured
• Staff members assigned to services (optional)

Setup Instructions

Step 1: Connect via OAuth

The Square integration uses OAuth for secure authentication. This means you authorize ChatSpark to access your Square data rather than manually entering API keys.

1. In ChatSpark, go to AI Actions
2. Find Square in the Library and click Enable
3. Select the chatbot(s) that should have access
4. Click Connect with Square
5. Log in to your Square account when prompted
6. Review the permissions and click Allow

Step 2: Configure Location (Optional)

If you have multiple Square locations, you can specify which one to use. If not specified, the AI will ask customers to select a location or automatically detect based on context.

The Booking Flow

Here's what customers experience when booking through your chatbot:

Stage 1: Location Selection

If you have multiple locations, customers choose where they want to book. Single-location businesses skip this step.

Stage 2: Service Selection

Customers see a carousel of available services with:

• Service name and description
• Duration (e.g., “60 minutes”)
• Price (or “Price varies” for variable pricing)

They can also type a service name or ask the AI for recommendations.

Stage 3: Staff Selection

Customers can choose a specific staff member or select “Any available.” The AI uses fuzzy matching to understand names like “I want to see Sarah” or “book with the same person as last time.”

Stage 4: Time Selection

An interactive calendar shows available time slots based on:

• Selected service duration
• Staff availability
• Business hours
• Existing bookings

Customers can also use natural language like “next Tuesday afternoon” or “this weekend.”

Stage 5: Customer Details

A form collects:

• First and last name
• Email address
• Phone number
• Any special requests or notes

Stage 6: Payment (If Required)

If your services require prepayment or a deposit, customers enter their card details through Square's secure payment form. Payment is processed via Square — ChatSpark never sees card details.

Stage 7: Confirmation

Customers see a summary of their booking and receive confirmation. The booking is created in Square Appointments and appears on your calendar.

Testing Your Integration

After setup, test the booking flow:

1. Open your chatbot widget
2. Say: “I'd like to book an appointment”
3. Follow the prompts to complete a test booking
4. Verify the booking appears in your Square Dashboard

Troubleshooting

No services showing

Ensure your Square location has services configured with “Online booking” enabled in Square Appointments settings.

OAuth connection failed

Try disconnecting and reconnecting your Square account. Make sure you're logging into the correct Square account.

No available times

Check that staff members are assigned to services and have availability set in Square. The AI can only show times when staff are available.

Payment not working

Verify your Square account has payment processing enabled and is in good standing. Test payments may not work in sandbox mode.