Use Square with Clinvello

Keep your current system working.

Keep Square as the source of existing appointments and records. Start with a read-only review, then move one approved AI workload. Give every message, booking and follow-up one active owner.

Connection availability is owner-confirmed. Confirm the exact actions, account permissions and location coverage during setup.

Connect, test, then move the work.

1. 01

   Choose the first workload

   Pick one task: after-hours inquiries, lead follow-up or a morning brief. Record how it works today, which clinic records it uses and what a successful handoff looks like. Keep the existing process available during the pilot.

2. 02

   Add the Square connection

   Ask the implementation team to demonstrate the supported Square connection for your plan and location. Review requested permissions with the account administrator and confirm the actual authorization process before granting access.

3. 03

   Start with read-only access

   Review the matched locations, providers, services and timezones. Compare the records with Square before enabling writes. Use the read-only report to establish a baseline without changing bookings or sending patient messages.

4. 04

   Assign workload ownership

   Agree on the source system, location, approved responses, contact rules and escalation owner. Ask the implementation team to demonstrate the controls. Review overlapping automations in Square; only one system should send each reminder or follow-up.

5. 05

   Test the complete workflow

   Use synthetic records to test the inquiry, booking, cancellation and staff handoff. Inspect the final record in Square. Check permissions and supported actions before enabling booking writes for your clinic.

6. 06

   Enable a limited rollout

   Approve one location or time window. Review action history and failed tasks with the clinic team. Expand when the clinic accepts the results; pause the workload and return to the prior process if a material discrepancy appears.

Square: what to check.

Square documents an authorization prompt for third-party apps and disconnection in App integrations. Its OAuth guidance requires limited permissions and supports revocation. These generic mechanisms do not verify the exact Clinvello connection.

• Seller-level booking writes require a paid Square Appointments plan and appropriate permissions; test the clinic’s subscription and workflow.
• The Bookings API states that it cannot create a booking with a non-zero cancellation fee. Validate deposits and cancellation rules separately.
• Saved payment cards require a separate owner-verified transfer directly to an eligible PCI DSS Level 1 processor; they are not an ordinary contact CSV or an automatic Clinvello import.
• Square’s card-data migration process is distinct from subscriptions, gift cards and appointments; a software connection does not move those obligations.

Before you approve the next stage

1. Which actions can Clinvello perform on our Square plan and locations, and which need staff confirmation?
2. Who sends each confirmation and reminder during the pilot so patients do not receive duplicates?
3. If we later change systems, how will future bookings, balances, saved cards and refunds be reconciled?

Leave the original clinic system in place. Move the next workload only after the first one passes the clinic’s checks.

Source guidance

The links below support the source-system export and access notes. The checklist is editorial planning advice, not verified Clinvello screen instructions or evidence of a completed migration.

1. Square customer and card export guidance (opens in new tab) ↗Source review · 2026-10-29
2. Square appointment history export (opens in new tab) ↗Source review · 2026-10-29
3. Square app authorization and disconnection (opens in new tab) ↗Source review · 2026-10-29
4. Square OAuth permissions and revocation (opens in new tab) ↗Source review · 2026-10-29
5. Square Bookings API prerequisites and limits (opens in new tab) ↗Source review · 2026-10-29
6. Square card import scope exclusions (opens in new tab) ↗Source review · 2026-10-29

Ready to move the whole operation?

See the full Square transfer guide →

Review all 39 features →