Connect joe to your Square account so your mobile orders, order status and refunds sync between joe and Square. Setup lives in Merchant Manager, and it only takes a few minutes.

Updated November 5, 2026 for the new Square integration.

Before you start

• A verified phone number on file in Merchant Manager
• Always Online turned on (step 1 below)
• Google Chrome to log in to Merchant Manager
• Your Square login

1. Verify your phone and turn on Always Online

Always Online makes sure your shop is alerted if a mobile order isn't accepted.

1. Log in to Merchant Manager using Google Chrome.
2. Go to Settings → Storefront → Edit Shop.

1. Verify your phone number by completing the automated call.
2. Toggle Always Online on.
3. Click Apply.

Good to know: your shop will get a call if an order isn't accepted in time.

2. Connect your Square account

1. In Merchant Manager, go to Settings → Integrations.
2. Choose Square and connect your account.
3. You'll be taken to the Square login page. Enter your Square login and grant permission for joe to connect.
4. After you approve, you'll come back to Merchant Manager automatically.
5. Choose the Square location you want to sync and save.

Tip: connection acting up? Click Reconnect in the Integrations menu. If that doesn't fix it, disconnect and connect again.

3. How orders sync

• Orders sync both ways between joe and your Square dashboard.
• Accepting an order, marking it ready or completing it updates both systems automatically.
• Your Square Dashboard needs a manual refresh to show newly arrived orders. Status changes still sync in real time. You don't need to refresh if you use the Square App or Square POS.
• Orders that aren't accepted within 10 minutes are canceled automatically.

4. Refunds

• Process full and partial refunds directly from Merchant Manager. You no longer need to contact Support for orders placed without a joe tablet.
• Full refunds include tips and donations. Partial refunds cover items and tax.
• Every refund shows up in your Square Transactions tab for clean bookkeeping.

Important: once an order is marked “picked up” in Square, refunds can only be completed in Merchant Manager, not the Square Dashboard.

5. Turn on order alerts on your Square device

Update your device and Square app settings so your team hears every new mobile order.

Device settings

1. Open Settings → Square → Notifications.
2. Turn on Allow Notifications, Sounds and Badges.

Square app

1. Open Square.
2. Go to More → Settings → Orders → Alerts.
3. Turn Allow notifications on.

6. Optional: add a joe device

Want a dedicated joe tablet next to your Square register? Set up joe Merchant PLUS on a secondary iPad or Android tablet.

1. Download joe Merchant PLUS from the App Store (iOS) or Google Play Store (Android).
2. Connect the tablet to reliable Wi-Fi. On an iPad, go to Settings → Display & Brightness → Auto-Lock and choose Never.
3. Open joe Merchant PLUS, tap Get Started and sign in with your joe Merchant email and password.
4. Choose your store location and name the device, for example “[Your Shop Name] joe device”.
5. Select Point of Sale – Barista Facing and tap Continue.

Disconnect Square

To disconnect, go to Settings → Integrations in Merchant Manager and disconnect Square. You can connect again any time.

Not supported yet

• Canceling a single item within an order. It's on our roadmap.
• Store-level wait times in Square. We're exploring ways to share prep time with patrons in a future update.

Need help?

Still having trouble after these steps? Reach out to the joe Success Team at support@joe.coffee. We're here to help!