For a freelance marketer selling ad spaces to local business via social media and e-mail, I have already opened a Square account, some time ago, but have never used it. I believe I have set up my store in a way that have perhaps better suited a previous business idea that I have since retired. I need to change my account, such that I am not required to assign staff and booking times. I am not a hairdresser!
I would simply like to sell one offer of an ad space at one price point, with no variations. I would like to require all customers to first fill out and submit a form prior to payment, since there is information I need in order to provide a service for each customer.
I am trying to automate and streamline my processes as much as possible, to reduce the amount of separate communication touch points with each customer -- so I'm trying to collect it all before I collect payment, so at the time of payment I have everything I need.
(1) Can I start my store over again, in a different format for a business like mine that does not require any booking times and staff assignments? ChatGPT has advised that I "redesign," or "restyle" from my account settings, but I see no such option and my such queries on Square have not returned anything helpful with respect to this matter.
(2) I would really like to, with a form, collect all the information I need and then after payment, send out a mass e-mail to keep all customers informed of the next steps in the process at the same time. Automation will make my life so much easier and more profitable.
I have actually already created a form with one of Square's third-party apps called WuFoo (by MailChimp), but integrating payment allows me only 5 trial payments before I must then subscribe to a paid monthly plan. Is there another, better way?
I need help!
