How to integrate my form with Square Appointments?

I haveSquare appointments attached to my website, so when a customer goes on the website and books an appointment at my spa, I am notified via text message. I would like to be able to send them a text or email with an attachment PDF to fill out their forms online, rather than filling them out in the spa on the day of their appointment.

This is the reason I purchased Jotform in the first place.

Please advise.

Mary Ann Jones

Sacred Hands Day Spa LLC

Hi Mary Ann,

Thanks for reaching out to Jotform Support. Currently, there is no direct integration between Jotform and Square Appointments. But, you can use a workaround by embedding your Square Appointment page within a Jotform form. This method allows you to collect client information via a Jotform form and then link it to the booking process through your Square Appointment page. Here’s how you can do it:

1. Create a Jotform form to collect the client information you need before their appointment.

a. On your My Workspace page, click on Create Form on the top-left side of the page.

b. Choose Start From Scratch, and select Classic Form to create an empty form, or Use Template to choose among our 10,000+ ready-to-go templates (Start From Scratch was used in this example).

c. Now, in Form Builder, click on the Add Form Element menu on the left side of the page to see the complete list of elements and widgets.

d. Under the Basic, Payments, or Widgets tabs, scroll down the list, and then drag and drop the fields onto your form. And that’s it.

2. Embed your Square Appointment page within the Jotform form using an iframe embed widget that supports embedding external web pages.

a. Click the Add Element Menu, then go to the Widgets tab.

b. Search for the iFrame Embed Widget.

c. Then, drag and drop it into the Form Builder.

3. Share the Jotform link with your clients via email or text message so they can fill out the form and book their appointment seamlessly.

a. In Form Builder, click on Publish in the orange navigation bar at the top of the page.

b. Click on Settings, then select Private Form in the window that opens.

c. Now, return to the Quick Share settings and enter the email addresses of the people you want to send the form to.

d. Click on Submit & View to select the permission type, and then click on Send Invitation. That’s it.

After you invite people to fill out your form, they’ll receive an email with a View Form button:

When they click the button, they’ll be asked to log in to their Jotform account, or they’ll need to create one to fill out your form:

Once they sign in with the email address they were invited with, they’ll be able to fill out the form. If you didn't want them to sign up for a Jotform account, then you can simply share with them the link to your form, but make sure your form's accessibility is set as Public. It's easy to change your Form Status from Private to Public. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Click on Private Form next to Share With Link, and then select Public Form in the window that opens.

That's it. Now, anyone filling out your form won't be asked to create a Jotform account. Let me show you where to find the link to your form that you can share with your respondents:

1 . While on the Form Builder, click the Publish button.

2. Under the Quick Share tab, click the Copy Link button to copy your Form URL.

We also have a guide about Where to Find Your Form URL that you can check out. This approach helps you collect all necessary information ahead of time and integrates the booking process into one form experience for your clients.

Give it a try and let us know if you need any help.