Square Ordering Integration

Overview

If you already use Square as your POS, AgentIzzy can take phone orders and push them straight into Square. Izzy reads your Square catalog in real time, takes orders conversationally, creates the order in Square, and texts the caller a checkout link to pay. Your existing Square Appointments integration for scheduling still works — ordering is a separate feature that runs alongside it.

The Square Ordering integration is available on the Pro and Enterprise plans.

What Izzy can do with Square

• Read your full Square catalog in real time (categories, items, variations, prices, modifiers)
• Check your business hours from your Square location settings
• Take orders conversationally — item by item with modifiers
• Create orders in Square (visible in your Square Dashboard and POS app)
• Send Square Checkout payment links via SMS
• Match or create customer records by phone number

Setup

Step 1: Connect Square (or reconnect)

1. Log into your AgentIzzy portal at portal.agentizzy.com
2. Go to Settings > Integrations
3. Click Connect Square (or if already connected for appointments, disconnect and reconnect to grant ordering permissions)
4. Authorize AgentIzzy on the Square authorization page — you’ll see permissions for catalog, orders, and payments
5. You’ll be redirected back to your portal

Important: If you connected Square before we added ordering, you’ll need to disconnect and reconnect so Square grants the new permissions (catalog read, orders, payments).

Step 2: Set up your catalog

Izzy reads directly from your Square catalog. Make sure your items are:

• Active (not archived or deleted)
• Priced (items without a price on their default variation won’t appear)
• Organized into categories for easier phone browsing

Step 3: Confirm your business hours

Izzy checks your Square location’s business hours in real time. If you’re closed, Izzy tells callers when you reopen and offers to take a message.

How phone ordering works

1. Caller dials your AgentIzzy number
2. Izzy fetches your current catalog and business hours from Square
3. If you’re open, Izzy walks the caller through the menu and builds their order
4. Izzy reads back the full order with a total for confirmation
5. The order is created in Square — it shows up in your dashboard
6. Izzy texts the caller a Square Checkout link to pay
7. You see the paid order and prepare it for pickup

Variations and modifiers

Square items can have variations (Small, Medium, Large) and modifier lists (toppings, add-ons). Izzy handles both — for items with required modifier selections, Izzy will ask the caller to choose before adding the item.

Izzy uses the first variation’s price when describing items on the phone. If you have multiple price points, the caller can specify which size or variation they want.

Payment

Callers receive a Square Checkout link via text message. This is a secure Square-hosted payment page — no card numbers are taken over the phone. Callers can also choose to pay at pickup.

Square Appointments + Ordering

These are separate features that work together. If you’re a business that takes both appointments and orders (for example, a salon that also sells products, or a cafe with booking), both will be active on the same connection. Izzy handles scheduling and ordering in the same call if needed.

Troubleshooting

Items not showing in Izzy’s menu

• Archived or deleted items won’t appear
• Items must have at least one variation with a price
• Changes to your Square catalog are reflected on the next call

Orders not appearing in Square Dashboard

• Check that your Square connection is active in Settings > Integrations
• If you connected before ordering was available, disconnect and reconnect
• Verify the order in Square Dashboard under Transactions > Orders

Checkout link not working

• Square Checkout links expire after 24 hours
• Make sure Online Checkout is enabled in your Square account

Business hours wrong

• Izzy reads hours from your Square location settings
• Update them in your Square Dashboard under Business > Locations > Hours

Disconnecting

Go to Settings > Integrations and click Disconnect on the Square card. This disconnects both appointments and ordering. To use just appointments without ordering, contact support.