new user trying to get the square appointment app to strart

[jdr_helperman]

I am trying to use the Appointment app. So I go to dashboard, select Square Appointments. I see the many buttons saying "Get started for free". I press and see a big red colored banner saying..."We're sorry but something went wrong". I had tried several times over a few days to get this to work. Is it broken?

I am using Win 11 on a PC with Firefox browser, 142.0.1 (64-bit). I have tried the same with Edge browser...same message.

I have sent a Support email message, which says "monitored 24/7, yet get an auto-reply saying " you will be contacted in 4-7 business days...what??? Trying to run a business here...

Can any one help please

[Minion]

Hey @jdr_helperman 

Try these steps

From a computer log into your Square Dashboard. On the left hand side Scroll down to Staff>Team>Team Members.  Then you will want click on your name and a window will slide out from the right.  Below your name click on the Appointments tab.  Once there, toggle on the "bookable by customers online"  

You should then be able to get your appointments setup. 

Let me know if that fixed your issue. 

[jdr_helperman]

Thx Minion for the reply.

My problem is that I am trying to set up the Appointment app...so it have nothing to do with teams...I can't even get started. I did some screen captures to show you, but cannot upload them as it says I don't have permission??  Oh, well

[Minion]

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@jdr_helperman wrote:

Thx Minion for the reply.

My problem is that I am trying to set up the Appointment app...so it have nothing to do with teams...I can't even get started. I did some screen captures to show you, but cannot upload them as it says I don't have permission??  Oh, well

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That is Correct, @jdr_helperman , but I believe if you haven't already you will need to enable booking first..  If you can open the appointment app and click more then online booking toggle on "enable online booking".

If you can't access any settings from the app, then you may need to do the steps i listed above from a brwoswer by logging into the Square Dashboard. 

As for the photos, I've had a few issues with those lately as well.  I fixed the issue on my end by resizing them a little smaller,.

Edit* I just reread your OP, and if you are just starting with appointments, and need to set it up first, follow my second post by heading to the teams sections and enabling that like Imentionedl.  If you tried that and it still did not work let me know!

[Minion]

Hi @jdr_helperman 

Just wanted to follow up with you on this. 

[jdr_helperman]

Thx Minion for following up with me...

I have been working with the support team as well.

I think the confusion on all parts is that I am trying to help my daughter (who owns the Square account) set up the Appointment app and then either embed the code on her WP website or just link to it on the Square website. She is an artist and teaches painting lessons, so would like a calendar where people can come and signup and pay for a session with her.

She made me a team member to help her set this app up as I have a bit more tech expertise than her. I am NOT a team member in the sense that people coming to her website will book time with me to paint. I am just trying to get the Appointment/Calendar app up and running and build it so she can use it...

She made me a "team" member so I can help her on the back-end to build the app. In doing so, she gave me access to her account. Maybe there is another way for me to get in and do that? Jackie from Support, said that my daughter (owner of acct) is the only one allowed to set up the app?

As for pictures, well i try to drag and drop them in this space (they are on 20kb in size each) and get a big red banner saying "You do not have permission to upload images"

That's my story...doomed from the start  😉

I will have to figure it out with my daughter if we last that long. She has a Square payment device which is why we thought this app would be suitable to take payments through her website.

If you have (after my long explanation...sorry) an Ahhhaaaahh moment, please feel free to share it with me and Jackie at tech support. I appreciate your follow-up and patience with me.

John

[Minion]

Hey @jdr_helperman 

No worries. 

Okay lets start with this first @nika  @Summer2024 , can we check into this persons account to see why they can't upload photos? I'm guessing maybe because of being so new?

As far as you being able to setup the account, To my knowledge (jackie) is incorrect.  If you are setup as a team member, she/you can also adjust how much access that you have to that account.  While she is still the account owner,  permission levels can be granted for almost everything that the actual owner can do. Staff>Permissions.  

Lastly I am sure you followed this article, but it probably explains what I was referring to earlier in my first post.   As well as I'm sure you have photos with an error that you are trying to show as well.  But I will just leave this here for the time being. 

https://squareup.com/help/us/en/article/5355-set-up-online-booking-with-square-appointments

So lets see if we can get your photo uploads fixed first and then proceed from there!

[jdr_helperman]

Hi,

Thx again. In chatting with my daughter (owner of acct.), she said she gave me full privileges as a team member...assuming that allows me to build or edit the app.

I followed the link you gave ...

https://squareup.com/help/us/en/article/5355-set-up-online-booking-with-square-appointments

Here is my sequence of events following Option 1

1. I login to dashboard
2. I see Appointments in the left hand margin area
3. I click Online Booking > Channels
4. Nothing stating "Enable Online Booking" appear..anywhere 

Nothing else happens... none of the other items in the left margin take me anywhere...I'm stuck on this page. I see the big picture which prompts be to do something there

• I see a big picture to the right of a women at a POS terminal copy saying "Made to Match Your Craft"
• And a drop-down saying "Any Industry"
• And under that a Blue Button with words Get Started

I click the Big Blue Button and under it and see a big RED box saying " We're sorry, but something went wrong!

There is nothing anywhere on the page or in left hand margin that reads "Enable online booking"...

My guess is that all of that additional sequence, Steps 3 thru 8 (as stated in the instructions) is not available because I cannot "Get Started" by pushing that blue button.

So...once I get together with my daughter, this weekend, we will try and figure it out, unless you have another Aaahhhhaaaahh moment.

Thanks Again...John

[Minion]

Okay, @jdr_helperman  I may have gotten ahead  of myself with the link. Sorry about that.   

This may need to be done from her account (login) .  But once you can verify that these steps are exactly like mine below.  You can try this from your account but if that doesn't work than it may need to be done from hers.

So login to the dashboard

Click Staff>Team>Team Members

Then click on her name.

This is what you should see (Screenshot below).  Under the name you will see Appointments Click on that.  From there enable "Bookable by Customers Online".  

Let me know if you can see that or access that option .

[jdr_helperman]

Thanks again Minion,

Before we do that, I need clarity on the elephant in the room or on the screen...the image of the woman and the Big Blue Button saying "Get Stared".

I mention this because in all my chats with you and Jackie, there is never any mention of it or why it's there. Why do I see this screen and should I be pressing it to "Get Stared". Since my daughter and I have yet to chose with level of service we want from Free to Premium. 

It's kinda like showing me how to drive a car and telling me to put it into gear to go before i have turned the engine on..

Since I don't have permission to upload pics, I have put them all on a page of my daughters WP site. You may be able to diagnose the problems better with them. Jackie from support never commented on them

Go Here

And thanks again for your help. They are in sequence, but may repeat. Hope they help and have fun

The sequence is what Jackie told me to do

John & Arianne

[jdr_helperman]

Hi Minion,

Okay...logged in as my daughter and Hall a-ullia...I am able to get to the booking and appointment area as you described in your last chat with me. So I think we are moving forward. Still don't know why as a team member, with all permissions and access I cannot do this. 

We will try and set it up. Thanks for all your help and patience

John & Arianne