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Limit Customers to Service Area

We are looking to use the SquareUp app to manage our appointments for landscape design. One potential issue is that we only offer this service to the surrounding towns. How can I screen a potential appointment to make sure they are within an appropriate distance of our business (i.e. prompt for zipcode)?

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Hello @SG2017 welcome to the Seller Community! 

 

This a great question. If you're using Square Appointments you will have the ability to review requested Appointments before they are officially booked. You can toggle this on in the settings section of Square Appointments. Although there is no section to enter an address for bookings. 

 

I think I might have a work around for you. So your service descriptions will be displayed when a customer is making a selection for an appointment. You can add a note in the description requesting the customer to provide their address in the optional field of booking an appointment. So then you will be able to check if they're within your area and you have the option to decline the appointment request. 

 

If you have any questions on how to set this please feel free to reply back! 😀

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Best Answer

Hello @SG2017 welcome to the Seller Community! 

 

This a great question. If you're using Square Appointments you will have the ability to review requested Appointments before they are officially booked. You can toggle this on in the settings section of Square Appointments. Although there is no section to enter an address for bookings. 

 

I think I might have a work around for you. So your service descriptions will be displayed when a customer is making a selection for an appointment. You can add a note in the description requesting the customer to provide their address in the optional field of booking an appointment. So then you will be able to check if they're within your area and you have the option to decline the appointment request. 

 

If you have any questions on how to set this please feel free to reply back! 😀

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Where in settings can you toggle it on?

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Is there an update to this? We now need to offer all of our services as mobile instead of at one of our locations, but need to limit the service area. 

Thanks

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This is exactly what Im running into!!!

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If you could please provide a bit more context to the issue you're experiencing, we'll be able to better point you in the right direction here. Are you referring to the original post in this thread by @SG2017? Or something else, @ThomasSchaub?

We'll be looking out for your response here - welcome to the Seller Community! 👋 

 

Remember that if you need immediate support with your account, the fastest way to get in touch with someone who can take a look at your account with you is to give us a call by logging into your Square account and heading here.

Valentina
Community Moderator, Square
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