Connect Square POS | Passtastic Help

Connect Square POS

What this does

Connect your Square account and your loyalty program runs right at your Square register. Customers earn stamps or points when your staff ring up a sale — no separate device for earning. To give a reward, your staff confirm it with a quick scan, then apply a Passtastic discount in Square.

This works on plain Square — there's no paid Square Loyalty add-on required.

Before you start

  • Your Square account owner login, so you can authorize the connection.
  • At least one published loyalty card in Passtastic. If you don't have one yet, create it first from Programs → Create New Program.
  • The free Passtastic Scanner app on a phone or tablet — you'll need it to redeem rewards (see below).

Step 1 — Connect your Square account

1. In your Passtastic dashboard, open Integrations from the sidebar.

2. Find Square POS and click Set up Square.

3. You'll be sent to Square to sign in and approve the connection. Once you approve, you'll come back to Passtastic automatically.

You only do this once. You can disconnect at any time from the same page.

Step 2 — Choose what earns, and the reward

1. Pick which loyalty card your Square sales add to.

2. Choose how a sale earns:

  • Per visit — one stamp or point for every paid visit (simplest).
  • Per amount spent — the more a customer spends, the more they earn.

3. Set the reward. We create this as a discount in your Square automatically — a set amount off, a percentage off, or an amount/percentage your staff enter at checkout. (100% off = a free item.)

Click Save and your card starts earning from Square sales.

Setting up the Square loyalty card in Passtastic — choose the earn rule and reward

How your staff earn a stamp or point

At checkout, your staff tap Add customer in Square and pick the customer by phone or email. That's what credits the stamp or points — no scanner needed to earn.

Square checkout — tap

If a sale didn't earn, it's almost always because the customer wasn't added to the sale in Square. The customer has to be attached for loyalty to count.

How your staff redeem a reward

Square doesn't let us show a customer's reward status on the Square register, and a screenshot of a "full" card is easy to fake. So redeeming uses a quick scan:

1. When a customer says their reward is ready, your staff open the Passtastic Scanner app and scan the customer's wallet pass. This confirms the reward is real and ready — not a reused screenshot.

Passtastic Scanner showing the customer's reward is ready

2. If it's ready, your staff apply the Passtastic discount in Square at checkout. (That discount was created for you in Step 2.)

Square checkout — apply the Passtastic discount

That's the one place you still use the scanner — earning is automatic in Square.

Frequently asked questions

Do I need paid Square Loyalty?
No. This works on plain Square. There's no Square Loyalty add-on to buy.
A visit didn't earn — why?
A stamp or points are only added when your staff attach the customer to the sale in Square (tap Add customer and pick them). If that step is skipped, nothing is earned.
Why do I still need the scanner to redeem?
Square won't let us display a customer's reward status inside their register, and a screenshot of a full card is easy to fake. Scanning the pass confirms the reward is genuine and ready before you discount the order.
Can I change the earn rate or reward later?
Yes. Open the Square integration any time and edit the card's earn rate or reward. Changes apply to new activity going forward.

For running loyalty without a POS, or connecting other tools, see POS Systems & Integrations.