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Configuring Square Loyalty in Square POS (LB 2.0)

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Written by Mark Robert Turner
Updated today

Overview

Square Loyalty connects Lunchbox to a client’s Square Loyalty program using credentials from the Square Developer Console. This article documents how to create the Lunchbox Application and retrieve the Access Token.

Square Accounts

There are two types of Square accounts important for Lunchbox: a main account used by all clients and a separate loyalty account specific to each client.

Prerequisits & Dependencies

  • Ensure you have granted admin/manager-level access to the Square dashboard and Square Developer Console to the Lunchbox Account. services+(chainname)@lunchbox.io this value will be requested by your Implementation Project Manager.

Limitations

  • When an order containing a reward is refunded the reward will not be manually added back to the customer account. The reward will need to be manually returned to the customer using the Square Loyalty Dashboard.

  • Orders cannot be Cancelled from the square dashboard first. They must be cancelled in Lunchbox 1st and then cancel the order in square.

Creating an Application & Access Token in the Square Dashboard

The access token will be created once the Lunchbox Application is created by using the Square developer console under applications 

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Step 1: Click Applications

Step 2: Next click + sign

Step 3: Click A company > Complete

Step 4: Click Build customer relations>Next

Step 5: Application Name - Lunchbox > Next

Once added the following screen will appear.

Step 6: Click Production to find the Application ID and Production Access Token.

Step 7: Copy and Paste this value and add it to your configuration workbook.

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