Square

What is Square?

How do I create an item?

What are categories and how do I create one?

What are category roll ups and how do I edit them?

How do I edit the POS layout?

How do I edit the QR code website?

The system is accepting QR orders, but tickets aren’t printing to the kitchen. How do I fix that?

How do I create new QR codes?

How do I edit the availability of items on the QR codes?

How do I send an invoice?

How do I add or change the names of void reasons?

How do I add a discount code?

How do I make sure a discount code is only able to be applied with a manager number?

How do I edit the permissions of staff?

How do I add a new employee to Square?

How do I save a card on file?

How do I add a profile for a member?

How do I view a member’s profile and previous transactions?

How do I run the close of day report?

How do I submit a refund?

How do I cancel and invoice?

Can I reopen a check from the Dashboard?

What are printer profiles?

The ticket printers aren’t working. How do I troubleshoot?

Square got logged out on the iPad. How do I log back in?

How do I sell a physical gift card? (Birdie’s Only)

How do I sell a gift card for a member?

How do I gift a gift card as a food & beverage credit?

How do I see the remaining balance of a gift card?

How do I update sales taxes?

How do I change the automatic gratuity percentage?

How do I edit the POS settings?

How do I edit the floor plans?

How do I edit the service settings?

Glossary:

Item

QR Code

Invoice

Discount

Void

Comp

Gift Card

Food & Beverage credit