How to Use Square Register - YouTube

Here’s a step-by-step look at everything you can do with your new Square Register.

First, and foremost, you should get to know your customer display.

It snaps to Square Register easily.

Just press firmly on the bottom edges of the customer display to ensure it’s locked in place.

And it powers up automatically when Square Register is on.

To undock the customer display, hold in the release latch located on the bottom of Register

and lift the display out to move it closer to your customers.

Grab the included customer display cable.

Plug one end into the bottom of the customer display and the other end into Register.

A simple unplug and replug will also restart your customer display.

To customize the image on your customer display, log in to your Square Dashboard on your computer.

Get step-by-step instructions in our Setting Up Locations video.

And keep in mind, you can always connect a cash drawer, printer, and bar code scanner

with the included accessory hub.

Before we go over all the ways Square Register can power your business, you’ll first want

to make sure your device is connected to the internet and that you are logged in to your account.

Just look for the Wi-Fi symbol or Ethernet arrows.

Your point-of-sale app is under Checkout.

This is where you can ring up items from your item library, type in custom amounts,

offer discounts, or look up the balance of your customers’ gift cards.

To edit your item grid on the fly, hold your finger on a tile until you’re in Edit Mode.

Then add new items or arrange your items any way you want.

You can create or edit items, categories, modifiers, discounts,

and gift cards here in your item library.

Change prices, add variant price points for different sizes, and charge tax for the item.

Or don’t.

If you’re editing many items, it will be easier to log in to your Square Dashboard on your computer.

Search all your transactions by receipt number or card in the transactions tab.

This makes it easy to print a new receipt or issue a refund to your customer.

Just find the transaction and use the big buttons at the top.

You can add new and existing customers to a sale from checkout, and to manage your customer list,

tap on Customers in your main menu.

It’s easy to search all your customers by name, phone, or email.

You can resolve duplicate customers and create new customers, right on the list.

To add a customer to the directory, just tap “Create Customer,”

enter their information on your screen,

and even save a card on file if you want.

Long lists of customers should be imported on your Square Dashboard.

You can also see valuable information about your customers, like who your regulars are,

and who hasn’t been back in a while.

Try Square Marketing in your Dashboard to send them offers

to get customers back through your door and increase your sales.

Square makes creating and sending invoices right from your register a snap, too.

Your Square Register will send an email to your customer

and they’ll be able to pay your invoice with a click.

Square Register makes it simple to see daily sales reports at a glance.

Just select the time period for which you want to see your sales, and, poof.

There they are.

And then see the deposits Square’s made to your account with a single tap.

See our Linking Your Bank Account video if you need help with linking your bank account.

You can see more detailed reports from your computer on your Square Dashboard.

It’s your way to keep your finger on the pulse of your entire business.

To learn even more, check out our multilocation management and custom reports videos.

You can also quickly edit your device and business settings.

This is where you connect to Wi-Fi, adjust display brightness,

and set up employee timecard settings.

Pro tip: turn this on and employees can clock in and clock out right on the register.

Learn more about managing employees in our timecard video.

And the Support menu is where you can get quick answers to any questions that might come up.

Right from your new Square Register.