This article provides instructions on how to sync your billing information from Square to Practice Better.
- Connect your Square account by selecting Link from the 3rd Party Integrations page from the settings menu.
- Select the gear icon (⛭) next to Square:
- Use the Start Sync option to link existing client records in Practice Better with billing information available in Square.
- 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.
- To start your migration, select the Migrate button next to Practice Better Payments from the 3rd Party Integrations page from the settings menu and complete your Practice Better Payments application.