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Square

Overview​

The Square integration lets you connect your Square account to HIPAAtizer and use the Square Payment form component.

With this integration, you can:

  • Create new customer profiles in Square from form submissions
  • Record payments in Square (one-time payments or product-based payments)
  • Link transactions to form submissions so admins can quickly find the related submission details in HIPAAtizer

HIPAA notice​

Square is a payment platform. In most cases, payment processors should not receive PHI.

  • Store PHI in HIPAAtizer.
  • Only send the minimum necessary data to Square (for example, a customer name and contact details needed for receipts).
  • Avoid placing diagnosis, treatment details, or any PHI in Square customer notes, items, or descriptions.

If you are unsure what information is safe to send to Square for your use case, confirm with your compliance/legal team.

Connect Square to HIPAAtizer​

  1. Open your HIPAAtizer dashboard and go to: Integrations → Integrated Accounts → Square

  2. Choose Integration Type:

    • Sandbox — connects to your Square sandbox environment
    • Live — connects to your production Square account

  3. Click Authorize your Square Account.

  4. You will be redirected to Square and asked to approve permissions for the HIPAAtizer app. Square typically requests permissions such as:

    • View your merchant profile information
    • Take payments and make refunds
    • Modify your customer information

  5. After you click Allow, Square installs the HIPAAtizer app in your Square account and redirects you back to HIPAAtizer.

  6. You should see a confirmation message: “HIPAAtizer has been successfully connected to Square.”

Add Square Payments to a form​

  1. Create a new form (or open an existing form) in the Form Builder.
  2. Drag the Square Payment element into your form.

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Note

You can add only one Square Payment component per form.

  1. In the Square Payment component settings:
    • Select your Square Location
    • Choose a Payment Type (details below)

Payment types​

Create Customer & Tokenize Card​

Square displays a secure credit card entry widget to the end user.

When the submission is completed:

  • HIPAAtizer creates a new Square customer
  • Square stores a tokenized card (not raw card data)
  • You can use that tokenized card later inside Square (for example, for future charges you initiate from Square)

Use this when you want a Square customer profile created and want a saved payment method available in Square.

Accept One-Time Payment​

Charges the user when the form is submitted.

You’ll configure:

  • Transaction amount
  • Product or service name (shown as part of the payment context)

Use this when you want a single fixed charge at submission time.

Sell Specific Product​

Similar to one-time payment, but lets the user choose from one or more products and set quantity (which updates the total).

You’ll configure:

  • One or more products
  • Product selection behavior (based on your Square catalog setup)
  • Any required display labels

Use this when you want a small “cart-like” experience within the form submission.

Customer information requirements

Square requires a customer email address to process payments and create customer records.

  • The Square Payment component will prompt the user to enter an email address if one is not already available.
  • If your form already includes an email field (for example, a patient or contact email field), you can select that field in the Auto-fill from Field dropdown within the Square Payment component.
    • When selected, HIPAAtizer will automatically prefill the email address in the Square payment flow.

You can also optionally collect additional contact information and map it to Square, including:

  • First Name
  • Last Name
  • Phone Number

Only send the minimum information required for your workflow and avoid including any PHI in Square.

What happens after submission​

Depending on your selected payment type, you will typically see:

  • A Square customer created or updated in your Square Customer Directory
  • A payment record in Square (for payment-based options)
  • A form submission in HIPAAtizer that includes the Square-related result (for auditing and support)

Disconnect Square​

In Integrations → Integrated Accounts → Square, use the Remove integration with Square option.

After removal:

  • HIPAAtizer stops sending data to Square
  • Existing Square customers and payment records remain in Square

Troubleshooting​

I don’t see my Square locations in the dropdown

  • Confirm the correct Integration Type (Sandbox vs Live).
  • Reconnect the integration and try again.

Authorization completes but I don’t see “connected”

  • Ensure pop-ups are allowed in your browser.
  • Try authorizing again and verify you’re signing into the intended Square account.

Payment fails during submission

  • Confirm your Square account is active and the selected location is correct.
  • If using Sandbox, confirm you’re using Sandbox test credentials and environment.
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