,
Glad we could meet _________ about your plans for !
As promised, below is an outline of next steps to get you up and running with Square.
With your timeline of being live by________ in mind, we will want to move quickly to get the account created and pre-implementation steps completed.
Next Steps:
1) Account Creation - Create Square Account
- Please let me know what email you use as soon as it's made
3) Pre-Implementation Steps (please complete these asap) -
- Go through the identity verification process found on the home screen of your dashboard - titled "get approved to accept payments"
- Send me your menu and all other data you want transferred into your account (loyalty, gift cards, etc.)
- I will send in a separate email titled "your custom cart from Square" once the contract is signed.
- You will need to add in your shipping information to complete the order
- I will enter in the software we discussed to your account - please go to Account & Settings > Pricing & Subscriptions to activate it as well as enter a payment method moving forward
- Complete the account set up process using the Getting Started Guide and attached documents below (contains step-by-step guides and links to trainings)
Let me know if you have any questions in the meantime!
Cheers,
Elijah