This guide will walk you step-by-step through connecting your Square account, making sure your tables and courses match, and run a few quick tests.

Prerequisits


Make sure you have the following ready:

  • Access to your ResDiary account

  • Square login details (you must be an Admin on a Square Plus or Premium plan)

  • A tablet or computer with the ResDiary app or browser open

  • Matching setup

    1. Ensure that the names of areas and tables in ResDiary correspond exactly to the sections and tables in Square

    2. Seated Status in enabled in Square

    3. Matching Square Courses & ResDiary Meal Status (Optional)


Step 1: Match Tables & Areas


To ensure smooth communication between Square and ResDiary, you need to align Sections/Areas and Table Numbers. You can update either system - whichever suits your workflow.


A. Match Sections in Square to Areas in ResDiary

Option 1: Update ResDiary to match Square

  • In ResDiary, go to: Settings → Table Management → Areas
  • Rename or create areas to match the section names in Square exactly.

Option 2: Update Square to match ResDiary

  • In Square, go to: Settings → Restaurant Settings → Sections
  • Rename or create sections to match the ResDiary area names exactly

B. Match Table Numbers

Option 1: Update ResDiary to match Square

  • In ResDiary, go to: Settings → Table Management → Tables
  • Adjust table numbers to match those in Square.

 Option 2: Update Square to match ResDiary

  • In Square, go to: Settings → Restaurant Settings → Sections 
  • Adjust table numbers to match ResDiary


Step 2: Turn on Seated Status


Seated Status needs to be turned on in your Square account. 

Go to Settings > Restaurant Settings > Service Settings > Seated Status > Toggle on

 

 

Step 3: Match Courses & Meal Status (Optional)


Courses are optional to setup; they enable ResDiary to track your diners course progression as they move from Drinks, to Starters, to Mains etc [If your menu doesn't have courses, you do not need to set this up.] 

  • Courses are accessed in Square Dashboard by Settings > Restaurant Settings > Service Settings > Courses 
  • By default, courses in Square are labelled Course 1, Course 2..
  • To match ResDiary ensure the following courses are set up in Square
    • Drinks
    • Starter
    • Main
    • Dessert 


 

Step 4: Connect Your Square Account to ResDiary 

  • Log in to ResDiary
  • Go to Settings → Integrations → Square Integration.

     



If the Square Setting is greyed out, update your access via Settings > User Management > Users

Select Setup on the user you want to check and go to Menu Items
 
Select Integrations > Save

  • Select “Connect to Square”
  • You will then be directed to Square to login with an Admin account and allow permissions. 
  • You’ll be sent back to ResDiary, where you’ll see: “Connected to Square”
    Under the 'Location Id' field, choose the location to map to ResDiary
  • Save Settings


You are now connected to Square! 


Test the Basics 


Once the integration setup is complete, here are a few tests to complete to ensure everything is working as expected


TestResult
Create a test booking in ResDiary for the current time.
Update the booking to Fully Seated

A corresponding check opens on Simphony


Add items to the checkSpend is updated on corresponding booking in ResDiary
Close the checkCorresponding booking in ResDiary is closed
Open a new check on a table in Simphony that is available in ResDiaryA corresponding walk-in reservation opens on ResDiary

Disconnecting Square from ResDiary


If you need to turn off the integration between Square and ResDiary you can do so easily from your ResDiary settings.

  1. Log in to ResDiary
  2. Go to: Settings → Integrations → Square Settings
  3. Click Disconnect Square
Note: Disconnecting Square will revoke access for all connected locations, and ResDiary will no longer receive updates from Square until reconnected.