Looking to combine multiple locations into one location in same account.

[dragonlady0627]

Hi Everyone!

I have one account with Square appointments, but I had created 2 other locations that are now being relinquished.  I would like to combine all the customer info and calendar info and sales into the original location that was set up when I signed up. I've seen in the past that there wasn't an easy way to do this, and I'm hoping that Square may have updated the software enough to do this. If so, can someone help me with the procedure?

Thanks so much!

~Michele A Cassone, Owner North Winds Journey

[MayaP · Accepted solution]

Hey @dragonlady0627 , thanks for reaching out. I’m happy to help.

To clarify, are the additional locations all under the same Square account? If so, you should be able to view sales data for all locations in your Dashboard and filter by a specific location or view all at once.

For your Customer Directory, customers from all locations should appear together. If they don’t, you can export and re-import the directory to ensure everything is synced.

With Appointments Plus, you do have the option to add multiple locations.

Feel free to share more details so I can better assist. Thank you.