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Guided setup

Square for your AI receptionist, connected for you.

Take pickup orders by phone into Square with a secure payment link, and book Square Appointments into real open times.

● Restaurants, cafes, salons and spas ● Sign in with your account ● Point of sale and online ordering
Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Square admin, connects it and tests it on your account before callers rely on it. Anything Block, Inc. (Square) needs first, such as a plan level or partner approval, is listed under Good to know.

Booking turns on with the AI receptionist. We connect Square now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

  1. A caller asks for an appointment. The receptionist checks open times in Square, offers two or three, reads the one they pick back to them and books it only after they say yes.
  2. A caller needs to move or cancel. The receptionist finds the booking that matches the number they are calling from and changes it in Square once they confirm.
  3. A returning customer calls. The receptionist recognises the number in Square and greets them by first name, without reading out anything private.
  4. A caller orders for pickup. The receptionist offers only items and options from your Square menu and reads the order back with the total Square calculates.
  5. The caller confirms the order. The receptionist texts a secure Square payment link, and Square sends the order to your kitchen printers or screen once it is paid.

What you can do with it

  • A pizzeria or cafe on Square takes pickup orders by phone during the dinner rush without pulling someone off the line.
  • A salon or spa on Square Appointments books, moves and cancels appointments after hours and while staff are with clients.
  • Returning callers are greeted by first name and told about their next appointment.

Use cases

Industries

What the AI receptionist will do on calls

  • Searches your Square menu for what the caller asks for, asks for required choices such as size or crust, and leaves out items you marked sold out.
  • Has Square price the order, then reads back the items, the total with tax and the pickup time, and waits for a yes.
  • Texts the caller a secure Square payment link. Square sends the order to your kitchen as soon as it is paid, and the AI tells the caller exactly that.
  • Finds open times in Square Appointments for the services you allow, reads the time back, and books it only after the caller says yes.
  • Moves or cancels an appointment only when the caller is calling from the phone number on that booking.

A sample call

Caller Hi, can I get a large margherita for pickup?
AI Sure. Thin crust or gluten free?
Caller Thin, please.
AI One large margherita, thin crust. That's $XX.XX with tax, as priced by Square, ready around 6:20. I'll text a secure payment link to this number, and the order goes to the kitchen as soon as you pay. Okay?
Caller Yes.
AI The link is on its way. Your order starts as soon as it's paid.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

  1. Choose Connect on this page or in the app. If it shows Guided setup, Connect opens a short form and our team connects it with you on a call.
  2. Sign in to Square as the account owner (or an admin with full access) on the Square page we open, check the permissions and choose Allow.
  3. Tell us which Square location takes phone orders and bookings.
  4. For orders: check your Square items have prices, required choices (such as size) set as modifier sets with a minimum of one, and sold out items marked sold out at that location. Give us your base prep time for pickup.
  5. For bookings: tell us which Square Appointments services the AI may book, and optionally which staff. Booking needs Square Appointments Plus or Premium.
  6. Reading the menu, open times and customers is on first. Turn on placing orders and booking in the app when you're ready.
  7. Call your number and place a test order and a test booking, then check them in Square.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

  • Built from Square's documentation. Your account is among the first connected, so we check the first bookings and orders with you.
  • Square only shows orders made by apps on your POS and kitchen display once they are paid. So phone orders use a payment link, and the order reaches the kitchen when the caller pays. Until then the AI says the order is waiting on payment, never that it is in.
  • Pay at pickup needs our kitchen printer or kitchen screen as well: the order is saved in Square for your records, but Square will not show it to the kitchen unpaid.
  • Booking, moving and cancelling appointments needs Square Appointments Plus or Premium. On the free Appointments plan the AI can still find open times, then takes a message.
  • One Square location per connection. Pickup orders only, no delivery.
  • Menu changes reach the AI within about five minutes. Items with variable prices are not offered on the phone.
  • Square asks to approve the appointment permissions even if you only use ordering. Turned off actions are never used.
  • The AI never takes card numbers on the phone.

Questions

How does Square setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Square admin. Setup is free on every package, as part of our free assisted setup.

Does Square cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Square with TimberSwitch?

Restaurants, cafes, salons and spas. Industries: Restaurants, Salons and spas.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

A phone order isn't on my POS or kitchen display.

Square shows orders made by apps only once they are paid. Check whether the caller paid the link. Unpaid orders are listed in TimberSwitch with the order reference so nothing is lost.

The AI offered an item we've run out of.

Mark the item sold out at your location in Square. The AI's copy of the menu refreshes about every five minutes and sold out items are left out.

The AI didn't ask for a required choice such as size.

In Square, set the modifier set on that item to require at least one choice, or create the sizes as variations. The AI asks for whatever Square marks as required.

Bookings fail with a permissions or plan error.

Square only accepts bookings from apps on Square Appointments Plus or Premium. Check your plan, then try a test call again.

The connector says it needs attention or reconnecting.

Square refused our sign-in, for example after access was revoked in Square or a password reset. Choose Reconnect and approve again.

The total the AI read out differs from the receipt.

The AI reads the total Square calculated at the time of the call. Discounts or tips added at payment change the final amount.

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Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Block, Inc. (Square) is a trademark of its owner; TimberSwitch is not affiliated. Facts about Block, Inc. (Square)'s product last checked October 3, 2026.