Square Appointments Integration

Overview

When a caller asks to schedule an appointment, Izzy can check your Square Appointments availability, offer open time slots, book the appointment, and create or match the customer record in Square — all during a single phone call.

The Square Appointments integration is available on the Pro plan and above.

What syncs

AgentIzzy creates and updates the following in Square:

Square Object	What Gets Synced
Customer	Caller’s name, phone number, email (if provided)
Booking	Appointment date, time, and service details
Customer note	Service requested and “Booked by AgentIzzy” tag

If the caller already exists in Square (matched by phone number), AgentIzzy will use the existing customer record instead of creating a duplicate.

How it works during a call

1. Caller asks to schedule — “Can I book an appointment?” or “When are you available?”
2. Izzy checks your Square calendar — finds available time slots based on your real-time schedule
3. Caller picks a time — Izzy presents 2-3 open slots and the caller chooses one
4. Appointment confirmed — the booking appears on your Square calendar with the caller’s name, phone, and service details

You’ll see the new booking in your Square Dashboard within seconds.

Connecting Square Appointments

1. Go to Settings > Integrations in your AgentIzzy portal
2. Click Connect Square
3. Sign in with your Square account and authorize AgentIzzy
4. Once connected, you’ll see a green “Connected” badge

AgentIzzy automatically detects your location and team members. No additional configuration needed — Izzy will start checking availability and booking appointments on the next call.

What AgentIzzy accesses

When you connect Square, AgentIzzy requests these permissions:

• Appointments (read/write) — check availability and create bookings
• Customers (read/write) — create and match customer records
• Merchant profile (read) — detect your location and business info
• Items (read) — read your service catalog for accurate booking

AgentIzzy does not access your payment information, transaction history, or point-of-sale data.

Disconnecting

You can disconnect at any time:

• From AgentIzzy: Go to Settings > Integrations and click Disconnect next to Square
• From Square: Go to your Square Dashboard > Account & Settings > Security > App Permissions and revoke AgentIzzy

Disconnecting stops future syncing but does not delete any customers or bookings already created in Square.

Requirements

• A Square account with Square Appointments enabled
• AgentIzzy Pro or Enterprise plan
• OAuth authorization (no API keys needed — just sign in and approve)

Troubleshooting

Izzy isn’t offering to book appointments

• Check that Square shows “Connected” in Settings > Integrations
• Make sure you’re on a Pro or Enterprise plan
• Verify that Square Appointments is enabled on your Square account (not just Square POS)

No available slots showing up

• Check that you have availability set in your Square Appointments calendar for the next 2 weeks
• Make sure you have at least one active team member assigned to your location

Duplicate customers being created

• AgentIzzy matches customers by phone number. If the caller uses a different number than what’s in Square, a new customer record will be created

Booking fails

• Make sure your Square Appointments account has at least one service configured
• Check that your location has an active team member who can accept bookings

Connection was lost

• Square OAuth tokens expire after 30 days. AgentIzzy automatically refreshes them, but if something goes wrong, go to Settings > Integrations, disconnect Square, and reconnect