Below we outline the complete step-by-step process to connect Square to Jervis Systems, set up PIN code access, and configure automated messaging for guests.
When it comes to messaging setup, this cannot be configured to send automatically through Square as their platform does not store a door code variable. Guest messaging to share the PIN codes will either need to be done manually or by setting up our guest notifications add-on. More details can be found here.
- First, login to your Jervis Systems account and select the option to connect to Square from the Marketplace page.
- You will be prompted to enter your Square credentials.
- From there, you will need to authorize the connection.
- Now your accounts are connected!
- Once you are connected, go to the Listings page within your Jervis Systems account and click Refresh Listings. When the page has been reloaded, you will see all of the listings imported from your Square account.
Note: From here, you have the option to edit your listings to add an offset capability that allows Jervis Systems to configure automated keyless access for early check-in and late check-out. If you have the same offset capabilities across all listings, you can use the bulk offset tool to apply these settings across your entire portfolio.
- The next steps will walk you through setting up access between Jervis Systems and Square for your imported reservations. Go to the Devices page and connect to your smart locks and devices by selecting the Import Devices button. From there, select your smart lock or device provider and follow the prompts to connect your account.
- Once your devices are imported successfully, you will want to assign your devices to your imported Square listings. You can do this by selecting the drop-down list for the device you want to assign and checking the boxes for the listings to which you want it assigned. Once assigned, the status indicator will turn green for all properties with assigned devices on the Listings page.
- You can confirm that automated access is set up by navigating to the Reservations tab in Jervis Systems. You should see the PIN code in the SET PIN field.
- Success! Your Jervis Systems and Square accounts are connected and your PIN codes are set up. Guests can either type the PIN code in or use our web app (AccessMyProperty.com) and mobile app to click to unlock. You can see more details on sharing access in our guide here.
If you have any questions or issues in connecting Square to your Jervis Systems account, please send us a support request via your Jervis Systems dashboard. For additional help guides, you can visit our FAQ page.