Every Square appointment, counted beside the marketing that booked it.
Connect Square and TruLata reads your Square Appointments bookings onto the Jobs tab: who booked, the service and its price, and whether it was booked, canceled or a no-show. You approve TruLata inside Square, with nothing to paste, and the connection only reads.
What will I see from Square?
Your appointments. TruLata reads the bookings in your Square Appointments account for the next 31 days and the twelve 31-day windows before that, so roughly a year back and a month ahead. From each booking it reads the services booked, the customer's name and email, the status and the source Square recorded for the booking.
The value of a booking is the catalog price of the services in it. A variable-price service has no catalog price, so that booking's value stays unknown, never zero. Bookings across the business are read, not only the ones of the person who connected Square.
A variable-price service has no catalog price, so that booking's value stays unknown, never zero.
How does a booking count?
As booked work. An accepted booking reads won, because it is booked. A pending booking is open. A canceled, declined or no-show booking reads lost. So the Jobs tab shows how many appointments were kept and how many fell away, not only how many were made.
The tab puts four tiles across the top: open jobs with their open value, booked value over the last 12 months, jobs won this month and your win rate over the last 12 months. Under them sit the counts by stage and the list of appointments, which you filter by outcome or search by a name, a service or a source.
How a booking counts
- AcceptedWon: it is booked
- PendingOpen
- CanceledLost
- DeclinedLost
- No-showLost
A canceled or no-show appointment reads lost, so the Jobs tab counts the bookings that held.
How do I connect Square?
Press Connect Square on your Jobs tab or your Integrations tab. Square opens, you approve TruLata there, and you land back on your dashboard with your appointments on the Jobs tab. There is nothing to copy and nothing to paste.
TruLata asks Square for read access only: appointments and their business settings, the catalog items that carry each service's price, customers, the merchant profile and payments. The token Square issues is stored encrypted on our side and never sent to a browser, yours included. The account owner or an admin makes the connection; on an account our team runs for you, we connect it during setup.
- Connect SquareOn the Jobs tab or the Integrations tab
- Approve in SquareRead access to appointments, catalog items, customers, merchant profile and payments
- Back on your dashboardYour appointments are on the Jobs tab
- Stored encryptedThe token, never sent to a browser
How fresh is it?
Live. The Jobs tab reads Square when you open it, and a short cache of about 90 seconds only absorbs a double click. A booking made this morning is on the tab the next time anyone opens it.
If Square does not answer, its card says Could not read, and it is never counted as zero. Ask TruLata and your morning briefing read the same feed. The live data page covers every other source on the screen.
How fresh the Jobs tab is
- A live readThe tab reads Square when you open it
- A short cacheAbsorbs a double click
- Could not readNever counted as zero
Can TruLata change my Square account?
The connection is read only. TruLata reads bookings, services, customers and prices, and an appointment, a reschedule, a refund or a catalog change is made in Square itself. Disconnect from the Square card on Integrations whenever you choose, and remove TruLata from your Square account's connected apps the same way you approved it.
Your appointments sit beside the rest of your marketing: the Leads view counts what came in from your own forms, and the Jobs view shows what was booked and kept.
Made in Square itself
- Appointments and reschedules
- Refunds
- Catalog changes
Read by TruLata
- Bookings and their status
- Services and catalog prices
- Customers and booking source
What the Square connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| Appointments | Square Appointments bookings: services, customer, status and source | Live on open |
| Window | The next 31 days and twelve 31-day windows back | Live on open |
| Outcome | Accepted reads won, pending open, canceled, declined or no-show lost | Live on open |
| Value | Catalog price of the booked services; a variable price stays unknown | Live on open |
| How it connects | Connect Square, approve TruLata inside Square; nothing to paste | Owner or admin |
| Token | Stored encrypted, never sent to a browser | Revocable in Square |
| Direction | Read only, Square to the screen | Live |
A canceled or no-show appointment reads lost, so the Jobs tab counts the bookings that held, read live from your own Square account.
Questions, answered.
Does TruLata integrate with Square?
Yes, with Square Appointments. Connect Square, approve TruLata inside Square, and your bookings show on the Jobs tab with the service, its price and booked, canceled or no-show.
Do I paste a Square API key?
No. Square connects through its own approval screen; press Connect Square and approve TruLata there.
How is a no-show counted?
A canceled, declined or no-show booking reads lost. An accepted booking reads won, and a pending one is open.
Where does the booking value come from?
From the catalog price of the services booked. A variable-price service has no catalog price, so that booking's value stays unknown rather than zero.
Can TruLata change my appointments?
The connection is read only. Bookings, reschedules, refunds and catalog changes are made in Square itself.
Which tier includes the Square connection?
Your dashboard carries the views its connected sources feed, and the Jobs tab appears with your booking platform. The pricing page lists what each tier includes.
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude, Grok, Manus, Google AI Overviews, Perplexity, Meta AI and DeepSeek name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.