Using Square Groups

Using Square Groups

Using Square Groups is a wonderful way to fully utilize the two way integration between Square and Vincipia. 

By connecting a Square Group with your Club in Vincipia, you are easily able to identify what customers are club members on the point of sale system and automatically add customers to your wine club through the point of sale system.

Connect a unique Square Group for each club you have in Vincipia. This has to be a one to one situation in order for the systems to work. You can establish this link by selecting Edit for the club in Vincipia and selecting your Square group from the drop down menu. 



Once these are linked, any new customers added to the Square Group from your Point of Sale will automatically be added into the connected club in Vincipia. Any members added into the club through Vincipia will also be added into the Square Group.

Do not allow more than one Vincipia Club to link to a Square Group. Doing this will cause several frustrating problems like customers shifting into wrong clubs. 


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