Once the customer accepts Estimate how do I schedule them on the appointments app?

Dbilbrey22 — Sun, 21 Sep 2025 06:04:40 GMT

I try to send the estamate then when they accept I try to transfer it over to the appointments app and can’t figure out how. Nah help would be appreciated.

Re: Once the customer accepts Estimate how do I schedule them on the appointments app?

MayaP — Wed, 13 Mar 2024 18:50:56 GMT

Hey @Dbilbrey22, thanks for joining the Seller Community! We are so happy to have you! 👏

Estimates and Square Appointments are not connected. You can convert an estimate to an invoice, but it won't transfer over to the appointment apps. When a customer accepts the invoice you want it to show as an appointment in the appointment's app?

thread Once the customer accepts Estimate how do I schedule them on the appointments app? in Payments Troubleshooting

Once the customer accepts Estimate how do I schedule them on the appointments app?

Re: Once the customer accepts Estimate how do I schedule them on the appointments app?