5 Benefits of the Square Dashboard

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Thousands of business owners across the country have switched to Square to handle their payments. And as a result, many live within the Square Dashboard.

Not only is it an affordable POS system, but it also offers quite a few appealing features that streamline your business and make it super-easy to use.

The Square Dashboard is one of those features. More than just a simple menu, it is the hub of operating your business.

If you are looking to learn more about Square Dashboards, we’ve put together a guide of five benefits that it has. Read on to learn more!

1. Generate Reports

Unlike the days of yesteryear, we no longer have to do a deep dive into Microsoft Excel to generate charts, graphs, and other data on our business.

The integrated nature of Square’s dashboard app means that all of the data you need is right there at your fingertips.

And Square makes generating reports as easy as the push of a button. Some of the more interesting reports Square can generate include:

Team Management

Square enables you to not only handle employee logins, but also keep track of data such as who is selling the most, or who is taking in the most returns.

You can also track hours and scheduling, and generate reports on when you are short- or over-staffed.

Location Management

Not only are you able to generate reports on your employee performance, but you can also generate reports on multiple locations.

This is valuable data to have if your business operates more than one storefront, as you can adjust accordingly with the data.

2. Customer Engagement

Another major benefit of the Square dashboard is that it integrates all of your customer engagement.

When a customer makes a purchase at your store, the Square app will store data on that customer. It then allows you to see things such as trends and behaviors among your customer base that helps you to make decisions.

The Square dashboard also helps you to communicate and build relationships with your customers. If they opt into using their phone number or email, for example, you can push out messages about sales and discounts.

You can also offer things such as loyalty discounts or one-click shopping to your repeat customers.

Square even allows your customers to instantly leave digital feedback, which can be invaluable for improving your business.

3. Finances, Fast!

One of the biggest draws of Square over other POS systems is how well it integrates with your financial accounts.

First, it is able to quickly connect to your business account at your bank, which makes transferring money back and forth near-instant.

This can be invaluable if you have an unexpected expense, such as paying a repairman or needing to make a supply run locally instead of through one of your usual suppliers.

Square also makes invoicing and billing super-easy. You can keep track of invoices from your suppliers, and pay them through your connected bank account at the click of a button.

You can also bill customers. It allows you to set up a store credit line system, and easily send monthly bills to your customers without having to leave the POS system.

On top of all of this, Square also acts as a virtual terminal. This means that it is a standalone credit card processing app.

It handles all of the payments from Visa, MasterCard, and other major credit and debit card providers, without ever having to leave the POS system.

Your customer does not need to even be present in the store to complete a transaction. As long as they have their card number and other card information, you can charge them through the virtual terminal remotely.

This is a major advantage over other POS systems in terms of ease of use and streamlining of your business.

4. Connecting To Other Apps

Another major part of the appeal of Square and its dashboard is its ability to integrate with other apps.

Square supports hundreds of other apps and programs, sharing data seamlessly between all of them.

For example, say you choose to use Quickbooks for all of your business accounting. Square will automatically send sales, invoices, inventory, and billing data to Quickbooks.

Square APIs are all accessible through the Square Dashboard. This allows you to quickly and easily customize your Square POS experience to meet the needs of your business.

While Square Dashboard is fairly robust on its own, sometimes your business needs a little more oomph out of your tools and applications.

With Square API through the dashboard, you no longer have to worry about juggling dozens of different apps and programs.

5. Managing Appointments

Another major benefit of Square’s dashboard is the ability to manage appointments with customers either in-person or through your website.

Square Dashboard will integrate with your website, allowing customers to quickly make appointments. These appointments will then be tracked in Square.

Square can be set up to send out appointment reminders via text and email to your customers, with a time frame that you can specify.

This means far fewer skipped or forgotten appointments for both you and your customers.

Square even allows you to do multiple-employee appointments, and split tips and payments from customers.

In-person appointment management is extremely beneficial for businesses such as restaurants and hair salons.

Customers can simply walk up to your Square terminal and place an appointment.

These will then be automatically managed through Square’s dashboard, allowing you to see when and where your employees need to be at any given time.

Not only is this beneficial for your business, but your customers will greatly appreciate the ease of use as well.

The Square Dashboard

These are just a few of the amazing benefits that the Square Dashboard app offers. Square was designed from the ground up to be the ultimate POS system for ease of use and business streamlining.

If you would like to learn more about Square, the Dashboard, or other business management tools, check out our other blog articles.

And if you are looking for specialized help setting up Square, give us a call at (800) 887-3877 or fill out this form!

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