Square Payments V2 (Checkout Champ builder set-up)
Disclaimers:
CheckoutChamp does not store any card details for merchants using Square's Payment Gateway.
Square will work for one-time and recurring purchases.
Using Square on your checkout will force all of your offers and upsells to run against your Square gateway.
How to Obtain Square Credentials
Step 1. Go here and login to the Square Developer Dashboard using your Square credentials
Step 2. Once logged into the Developer Dashboard click New Application
Step 3. Name and Create your Application, Doing so gives you complete API access for your Square merchant account.
Step 4 Once you have created your Application, Navigate to the Credentials Section.
Step 4a: Make sure to turn Sandbox Mode OFF.
Step 5. Once you have turned off Sandbox Mode you will be able to access your Application Id
Reference: Get Started
Step 6. Navigate to the Locations Section to uncover your LocationId
Gateway Setup
Step 1. Go to your funnel Settings >Payments
Step 2. Go to the Square Gateway
Step 3. If you have previously setup your Square gateway, then select it
Step 4. To add your Square gateway, press the button. Enter a Title and then your ApplicationID, AccessToken, and LocationId.
Step 5. Save the gateway setup
Step 6. Enter your Application ID and Location ID again below the Square Gateway
Step 7. Press Save & Continue
Checkout Page Setup
Step 1. Edit your checkout page
Step 2. Remove any card number, expiration date, and cvv elements from the page
Step 3. Go to Open Blocks > Forms
Step 4. Drag the Square Checkout element onto the page in the spot where the card information was removed
Step 5. Your checkout page should have a Square element on the page similar to this. When the live page loads this element will be replaced by Square card elements.
Step 6. Verify your checkout button is configured correctly. There is no special configuration needed for Square.
Step 7. Save your checkout page
Step 8. Exit the page builder
Step 9. Publish
Upsell Page Setup
Upsells work automatically with Square as the payment source on checkout pages. No additional work is required.
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