Callers who can't book online still pick up the phone. If nobody answers, they call someone else. Upfirst connects to your Square calendar so your AI receptionist can check availability, offer open time slots, and book the appointment while the caller is still on the line.
What Upfirst can do with Square
- Book appointments during the call: your receptionist checks Square for available time slots, offers them to the caller, and books directly into your Square calendar.
- Support multiple services: create a separate appointment type for each service you offer so callers get booked into the right one.
- Collect caller details: the receptionist captures name, phone number, email, and any custom fields you configure. All of it is included in the Square calendar event.
- Answer questions while scheduling: the receptionist can handle FAQs about your business, like hours, pricing, or location, during the same call.
FAQs about Upfirst's Square integration
How do I connect Square to Upfirst?
Go to Integrations in your Upfirst dashboard, find Square, and click "Enable." Sign in to your Square account and allow Upfirst to access your calendar. Then go to Agents > Scheduling and create appointment types for each service you want callers to book.
Is the Square integration native or does it use Zapier?
It is a native integration. No Zapier setup is required.
What information does Upfirst send to Square?
Each booked appointment includes the caller's name, phone number, email (if collected), and a summary of the call. The specific fields depend on what you have configured in your receptionist's caller questions.
Does the Square integration cost extra?
No. The Square integration is included with your Upfirst plan at no additional cost.
Do I need a Square account to use it?
Yes. You need an active Square account with scheduling enabled to connect it with Upfirst.