Setup guide · 5 minutes

How to Connect Square POS to SMS Marketing

Authorize your Square account once. ReturnFlowHQ automatically imports every customer and order, then uses that data to send personalized SMS campaigns.

1

Create your ReturnFlowHQ account

Sign up at returnflowhq.com/signup — no credit card required. Your account is ready in seconds.

2

Open your location settings

After logging in, go to your location's settings page from the main dashboard.

3

Authorize Square via OAuth

Click Connect Square. You'll be redirected to Square's authorization page — log in and grant read access to your customers and orders.

4

Select your Square location

If you have multiple Square locations, pick the one to connect. Each location can be managed separately — ideal for franchises.

5

Wait for the initial sync

ReturnFlowHQ imports your full customer list, purchase history, order frequency, and average order value. Takes under two minutes for most businesses.

6

Review your customer list

Imported customers appear in the Customers tab with their visit history, total spend, and last visit date — all pulled from Square.

7

Launch your first SMS campaign

ReturnFlowHQ generates personalized messages based on your Square data. Review the outbox and let the AI send at the optimal time for each customer.

Frequently asked questions

Do I need technical knowledge to connect Square?

No. The connection uses Square's standard OAuth flow — the same process you use to authorize any third-party app. There is no code, no API keys to manage, and no configuration.

What Square data does ReturnFlowHQ import?

ReturnFlowHQ imports customer names, phone numbers, email addresses, purchase history, order frequency, average order value, last visit date, and product/category preferences from Square.

Does it work with Square for Restaurants?

Yes. ReturnFlowHQ works with Square for Restaurants, Square Point of Sale, and Square for Retail. Any business using Square to process payments can connect.

Can I connect multiple Square locations?

Yes. Franchise operators can connect each location separately. All locations are managed from one ReturnFlowHQ admin dashboard with per-location reporting.

What happens when new customers make a purchase in Square?

New customers sync automatically. ReturnFlowHQ checks for new orders regularly, so your customer list stays current without any manual exports or imports.

Ready to connect Square?

Sign up free and connect your Square account in under 5 minutes. No credit card required.

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