Transparency in New Features

One thing that makes me hesitant to try some of the newer features (and even older features that I haven't tried yet) is the lack of visibilty with them. There are a few things that come to mind, but it's like this with most features:

 

  • The loyalty program
  • Deposits
  • The waitlist (Although I do currently use this one, but will be making a separate post about some of the issues I've noticed with it)

The issue I have is, there is no way to implement these without first seeing what it will look like or what the experience will be for the customer without just full on setting it up and committing to it. 

Deposits, for example: In order to even see how it would all work, I would have to change my settings to that option instead of card on file, and then mess around with it in the system, in real time, get everything set up, and then actually book an appointment myself to even see how the flow works so that I could help customers that needed it. There's no clarification on how deposits are tracked or notated or linked to appointments, so I have no idea if I have to manually keep track of that, or what, and I can't just keep switching things back and forth with my customers. 

 

The issue would be resolved by more clarity in the support guide, with full screenshots of what options you need to set it up, and then a walkthrough with screenshots of what the customer experience will be. 

 

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I would like to be able to have a test module.  I feel it would allow us to see if we want to implement features and If I did implement the features be able to allow staff to train on them without having to keep track of "training transactions of all kinds" .  On  our other system we had a training module.  the screen became Mauve in color to show you were training.  It would take a credit card(not process it of course) and check.  It would take cash but would not open the drawer.  We played with monopoly money to practice giving correct change back.  New hires and even old hires would partake in the role playing. we would even have "difficult" characters.  It was really helpful especially with inexperienced individuals in retail.  I also did not need to do returns on my actual running drawer.  It was nice.

Elizabeth
Owner
www.westendflorist.com
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I agree! A test mode would be such a nice aspect for many settings and features.

My Girlfriend's Wardrobe est. 2012

Preston & jayne est. 2023


Downtown York Pa


Square user since 2012
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a trial/demo period would be a really great solution- a lot of tech companies do offer a 10-25 day trial.

Dina
Co-Owner Amityville Apothecary
www.shopamityvilleapothecary.com
Instagram | TikTok @AmityvilleApothecary

Podcast: Apothecary After Dark (YouTube & Spotify)
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Agreed, its always nice to see something in action before diving in head first.

Coco Chemistry Ltd
Artisan Chocolatier
www.cocochemistry.co.uk
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I agree, we rolled out the loyalty program last year and learned as we went. I couldn’t find a guide explaining details like how website emails collected linked to phone numbers, apple wallet cards vs phone number logins, etc. We just had so many questions. It would have been helpful to have this info before launching to customers.

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