Sync your Square payer data to Practice Better

This article provides instructions on how to sync your billing information from Square to Practice Better. 

1. Go to your Settings > 3rd Party Integration page. 
   
   
2. Click Link beside Square under the payments integrations options. 
   
   
3. Follow the prompts to connect your Square account. 
   
   
4. With your Square account linked, click the gear icon (⛭) next to Square:
   
   
5. Use the Start Sync option to link existing client records in Practice Better with billing information available in Square.
   
   
6. Once your billing information has been synced from your Square account, you will receive an email notification. You can now migrate over to Practice Better Payments! Learn more about Practice Better Payments. 
   
   
7. To start your migration, click the Migrate button next to Practice Better Payments from the 3rd Party Integrations page and complete your Practice Better Payments application.