Who This Is For / When to Use
This article is for Kyrios users who want to:
Accept payments using Square
Track transactions inside Kyrios
Use Square for products, invoices, order forms, or calendars
Link a physical Square location to a Kyrios account for reporting
What the Square Integration Supports
The Square integration supports:
One-time payments
Subscription-based payments
Products and payment links
Invoices and order forms
Calendar bookings (non-Classic)
Physical location-based sales tracking
Square transactions sync into Kyrios for visibility and automation.
Step 1: Connect Your Square Account
To connect Square to Kyrios:
Go to Payments → Integrations
Select Square
Click Connect
Follow the prompts to authorize Square and grant required permissions
Once connected, your Square account is linked to Kyrios and available as a payment provider.
Step 2: Select a Square Location for Your Kyrios Account
Each Kyrios account must be linked to a single Square physical location.
How Location Linking Works
Square physical locations are fetched automatically after connection
One location can be linked per Kyrios account
A default location is selected initially
The location can be changed later by reconnecting Square
Steps to Select a Location
Go to Payments → Integrations → Square
Connect (new users) or reconnect (existing users) your Square account
Review the available Square physical locations
Select the location to associate with your Kyrios account
Save your changes
Requirements & Limitations
Only physical Square locations are supported
Proper Square permissions must be granted during setup
Each Kyrios account can be linked to only one Square location at a time
Step 3: Configure Products for Square Payments
Products determine what customers can purchase using Square.
How to Configure Products
Go to Payments → Products
Create or edit a product
Choose whether the product is:
One-time payment
Subscription
Set Square as the payment method
Save the product
Once saved, the product is ready to be used anywhere payments are accepted.
Step 4: Use Square Across Kyrios Features
After products are configured, Square can be used in:
Order Forms
Invoices
Online Stores
Forms
Memberships
Payment Links
For each feature, ensure the product or payment method is set to Square.
Always test payments before publishing live assets.
Step 5: Monitor and Automate Transactions
Viewing Transactions
To track Square payments:
Go to Payments → Orders and Transactions
View real-time payment activity
Review order status and payment details
Using Automation Triggers
Square payments can trigger automations such as:
Sending receipts or confirmations
Granting membership access
Updating CRM fields
Moving opportunities in pipelines
Triggers are available inside Workflows based on payment events.
Square Payments in Calendars
Square can be used to collect payments for calendar bookings.
How to Enable Square for
Ensure Square is connected under Payments → Integrations
Set Square as your default payment provider (if required)
Enable payment collection in Calendar Settings
Calendar Limitations
Square works with all calendar types
Square is not supported for:
Classic Widget
Service Menu
Common Issues and Fixes
Payments Are Failing
Confirm Square permissions were fully approved
Ensure a Square location is selected
Verify the product is assigned to Square
Location Is Incorrect
Reconnect Square in Payments → Integrations
Select a different physical location
Save changes
Calendar Payments Not Appearing
Confirm the calendar type supports Square
Check that payment collection is enabled
FAQ
Can I use Square for both one-time and subscription payments?
Yes. Square supports both one-time payments and recurring subscriptions when products are configured correctly under Payments → Products.
How do I track payments made through Square?
All Square payments appear in Payments → Orders and Transactions, where they can also trigger workflows and automation.
What happens if I don’t select a Square location?
A default physical location is automatically assigned, but it can be changed later by reconnecting Square.
Can one Kyrios account have multiple Square locations?
No. Each Kyrios account can be linked to only one Square physical location at a time.
Can I change my Square location later?
Yes. Reconnect Square from Payments → Integrations and select a different physical location.
What happens if I disconnect my Square account?
All active order forms or payment links using Square will stop working immediately.
Your historical transaction data remains available in both Square and Kyrios.
Can I use Square and Stripe at the same time?
Yes. You can assign different payment providers to different products, order forms, or payment links.
Only one default provider can be used for features like calendars.