CRM Integration
Connect EarlyBird AI with Square
Push bookings and customer data into Square Appointments so your front desk and service teams stay aligned across all channels.
Overview
EarlyBird integrates with Square Appointments to keep your booking calendar accurate 24/7. Every appointment made by phone lands in Square with the right customer profile, service details, and notes your staff needs to deliver.
Whether you run a salon, spa, restaurant, or professional services firm, callers can book after hours and staff arrives to a schedule that reflects exactly what was promised.
What syncs automatically
- Customer creation or matching by phone number with enriched contact details.
- Appointment creation with service type, duration, and team member assignment.
- Notes and transcript summaries attached to each booking for context.
- Real-time sync so Square availability stays accurate as EarlyBird books.
- Support for multi-location businesses with location-based routing.
Launch in minutes
- 1Connect your Square account with OAuth (no manual API keys needed).
- 2Select which location(s) EarlyBird should sync appointments to.
- 3Map your EarlyBird services to Square catalog items if applicable.
- 4Choose default team members or let EarlyBird route based on availability.
- 5Test with a live booking to confirm appointments appear correctly.
Playbooks we recommend
- After-hours bookings appear on the morning schedule with caller details and transcript notes.
- Repeat customers are matched automatically so their booking history stays in one place.
- VIP callers get priority slots and staff receive alerts before they arrive.