thread Re: Recently started using Square? Tell us about your onboarding experience! in Feedback Discussions

Recently started using Square? Tell us about your onboarding experience!

amersq — Wed, 12 Aug 2026 20:30:57 GMT

Hi Square Sellers! 👋

I’m Amer from the Square Strategy and Operations team. In an effort to improve our onboarding experience, we’re looking to chat with businesses who have recently started using Square (in the last 60 days). We want to hear directly from you about your onboarding experience.

What we're looking for:

What went smoothly during setup?
Where did you get stuck or feel confused?
What would have made the process easier?

How it works:
We're conducting short online interviews (about 20–30 minutes) where you can share your honest feedback with our team. Your input directly helps us improve the experience for future sellers.

Interested? Book a time here:
👉 Schedule your interview

⚠️ Note: Availability is currently limited to Monday, August 18 and Tuesday, August 19, but we'll be adding more slots soon — so check back if those don't work for you!

Whether or not you're able to meet with us live, we'd love to hear your perspective. Feel free to reply here with anything that stood out about your setup experience, good or bad.

We really appreciate your time and perspective. Every conversation helps us build a better Square. 💬

Thank you!

Re: Recently started using Square? Tell us about your onboarding experience!

PCPowerUser — Sun, 16 Aug 2026 21:26:35 GMT

Amer, @amersq

I assist our agents and their sellers and would suggest a quick-start guide (or best practice checklist) by vertical that would step them through the proper order to make setup easier. I get it, new users/agets want to conquer the world (and their new system) in minutes, but there it can be frustrating to later learn there were better ways (or dependencies) that could have made their life easier.

For example a salon likely wants to envision thier booking calendar and site, but defining the Team and assigning roles, and then creating the services and who is assigned to those tasks allows for less back and forth.

Also, Teach them right out of the gate that the search bar allows them to navigate to any feature section even if they don't know where it's located, not to mention how they will also find articles right below that help setup and use that feature.

Happy to share

Re: Recently started using Square? Tell us about your onboarding experience!

FlansWorld — Tue, 18 Aug 2026 22:24:43 GMT

I would suggest that you don’t take payments from customers for vendors and then lock their money up for days without releasing the account and say it’s for security reasons when nothing is wrong, therefore causing us to not be able to fulfill our customers orders nor refund their full of money without taking the fees out

Re: Recently started using Square? Tell us about your onboarding experience!

SiBellebeauty — Mon, 14 Sep 2026 20:53:15 GMT

So I have been using Square for many years but for a service I think is a really good service for businesses moving across, it can be really daunting moving a system especially for a business like mine being service based. Offering a personal transfer service where you have a case worker and someone that helps train you and your staff in the system and ensures everything has moved across properly.