Submatic allows you to link a product from Square with a specific package or subscription template. When the product is sold in Square POS it will trigger an order creation workflow in Submatic.
Link Product
- Go to your Templates page
- Click on "Manage" for the template that you would like to link
- Click "More Settings"
- On the "Link POS Product" page, begin typing the product name and click on the product name when you locate it. Note that the product will appear only if: the product has been imported into Submatic and the product is not already linked to another template.
- Click Save to confirm the product link
Process Sale in Square POS
Once you complete the above steps the product that you selected is linked to a specific template in Submatic. When the product is sold in Square and a customer is attached to the sale, an order will be created in Submatic using the linked template. An order is processed in Submatic in real time once it is completed and paid in full in Square.
If you are selling a membership or subscription in Square that involves a recurring payment it's important to collect all of the relevant information that you will need to process payments and communicate with the customer going forward.
- If customer profile already exists in Square: Double check name, email, and phone. Add data that is missing
- If customer profile does not exist in Square: Create a new customer profile including name, email, and phone. Save profile.
- Then add a card on file: scroll to the "CARD ON FILE" section on profile, tap "Add Card", tap "Credit or debit card" then swipe, insert or type to enter card number and Save
- Sell the relevant "linked" product and collect payment to finalize the membership sign up - note that you will be billing the member for their first month as part of this sign up.
If a linked product is sold in Square and no customer is attached to the order an email alert will be sent to the Submatic account owner. The email includes information about the linked product that was sold as well as a link to the Square receipt.
If this occurs you have the ability to manually create an order in Submatic.
Edit Linked Product
- Go to your Templates page
- Click on "Manage" for the template that you would like to edit
- Click "More Settings"
- Click on the Garbage Can icon on the right side of the page below the word "Unlink"
- At this point you may link a new product or leave the template as is, without any linked product.