Square Integration Questions

Hello,

I am looking to get more information about integration with Square.

Do you offer phone consultations?

Thanks,

Allison

Thank you for reaching support,

Unfortunately, we do not offer phone support, you may elaborate on your concern so we can assist you better.

For now, here is the guide for the Square integration: https://www.jotform.com/help/459-how-to-integrate-form-with-square/.

Awaiting your response.

Best.

Hi Kenneth,
Thank you for getting back to me.
I would like to know what the options are for sending forms ie: pdf, link,
etc.
When the receiver gets the form, what app do they need to use to fill it
out, or does it take them to a web-based platform?
Also, do you offer phone support for subscription members?
Thanks,
Allison Roane
Office Manager
Advantage Counseling Services
9035 S. 1300 E.
Ste 250-H
Sandy, UT 84094
p: 801.930.0575
f: 801.206.3536
Confidentiality Warning: This email may contain health information that is
legally privileged. In compliance with the Health Portability and
Accountability Act "HIPAA" (rule 104-91), this message and any attachments
are intended only for use of the individual or entity to which it is
addressed and may contain information that is privileged, confidential and
exempt from disclosure under applicable law. If the reader of this e-mail
is not the intended recipient or the employee or agent responsible for
delivering it to the intended recipient, any dissemination, publication or
copying of this e-mail is strictly prohibited. The sender does not accept
any responsibility for any loss, disruption or damage to your data or
computer system that may occur while using data contained in, or
transmitted with, this e-mail. If you have received this e-mail in error,
or if this message was forwarded to you without the permission of the
sender, please notify our office immediately by replying to the message and
then deleting it from your computer.
...

Hi there,

I would like to know what the options are for sending forms ie: pdf, link, etc.

> You can send the form via email: https://www.jotform.com/help/303-how-to-send-a-form-via-email/.

> Or simply provide users the Direct Form Link of the form for them to fill out: https://www.jotform.com/help/401-where-to-find-my-form-url/.

> You are also able to attach submissions PDF documents to your email notifications: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications/.

When the receiver gets the form, what app do they need to use to fill it out, or does it take them to a web-based platform?

> They can fill out using either browsers or mobile devices.

Also, do you offer phone support for subscription members?

> Unfortunately, we do not offer phone support.

Let us know if you have any further questions.

Best.

Hi Kenneth,
Thank you for sending the links in your last email.
I have reviewed them and many others from your website.
I have some follow up questions below:
1. When downloading a submission form will it look just like the form that
the client fills out unless I create a PDF template?
2. Can I download the forms/PDF templates straight to Google Drive?
3. If I build a template that is more conducive to a desktop (for example;
with 3 or more columns) will it automatically adjust it's appearance to fit
a phone screen?
4. What is the difference between using your e-signature option vs. the
e-signature widget?
5. Is there an option to set up automatic reminders for a client to fill
out their form?
6. For the Square integration, we don't want to offer a store, we only need
to capture the client's card information which we use at a later time to
manually charge them. How would that set up work?
Thanks!
Allison Roane
Office Manager
Advantage Counseling Services
9035 S. 1300 E.
Ste 250-H
Sandy, UT 84094
p: 801.930.0575
f: 801.206.3536
Confidentiality Warning: This email may contain health information that is
legally privileged. In compliance with the Health Portability and
Accountability Act "HIPAA" (rule 104-91), this message and any attachments
are intended only for use of the individual or entity to which it is
addressed and may contain information that is privileged, confidential and
exempt from disclosure under applicable law. If the reader of this e-mail
is not the intended recipient or the employee or agent responsible for
delivering it to the intended recipient, any dissemination, publication or
copying of this e-mail is strictly prohibited. The sender does not accept
any responsibility for any loss, disruption or damage to your data or
computer system that may occur while using data contained in, or
transmitted with, this e-mail. If you have received this e-mail in error,
or if this message was forwarded to you without the permission of the
sender, please notify our office immediately by replying to the message and
then deleting it from your computer.
...

Hi there,

1. When downloading a submission form will it look just like the form that the client fills out unless I create a PDF template?

> Yes, a default PDF template is generated.

2. Can I download the forms/PDF templates straight to Google Drive?

> Yes, you may use the Google Drive integration so attachments are passed: https://www.jotform.com/help/192-how-to-integrate-a-form-with-google-drive/.

3. If I build a template that is more conducive to a desktop (for example; with 3 or more columns) will it automatically adjust it's appearance to fit a phone screen?

> Yes, the forms are mobile responsive.

4. What is the difference between using your e-signature option vs. the e-signature widget?

> Pretty much the same thing but offer different UI/layouts, here is the related guide: https://www.jotform.com/help/433-how-to-add-an-e-signature-to-your-form/.

5. Is there an option to set up automatic reminders for a client to fill out their form?

> You can set up reminder emails on the form, however, this triggers after the form is submitted: https://www.jotform.com/help/541-how-to-set-reminder-emails-for-your-forms/.

6. For the Square integration, we don't want to offer a store, we only need to capture the client's card information which we use at a later time to manually charge them. How would that set up work?

> You may set up a Payment Authorization instead: https://www.jotform.com/help/292-how-to-enable-payment-authorization/.

> Let us know if you have any further questions.

Best.

Hi Kenneth,
Thanks again for the links.
Just a few follow up questions.
2. The video does not explain the process for PDF templates.
5. From what I understand, the reminder is a separate process from the form
and then would require tracking and ending the reminder manually.
Is there a way to set a reminder linked to the form, that will remind the
receiver with a predetermined time until it is actually filled out in a
more automated way?
6. The Square integration says the authorization is only good for 6 days,
is that correct?
* New question: Can you set it up to download certain pieces of info from
1 submission into 3 different PDF templates?
Thank you,
Allison Roane
Office Manager
Advantage Counseling Services
9035 S. 1300 E.
Ste 250-H
Sandy, UT 84094
p: 801.930.0575
f: 801.206.3536
Confidentiality Warning: This email may contain health information that is
legally privileged. In compliance with the Health Portability and
Accountability Act "HIPAA" (rule 104-91), this message and any attachments
are intended only for use of the individual or entity to which it is
addressed and may contain information that is privileged, confidential and
exempt from disclosure under applicable law. If the reader of this e-mail
is not the intended recipient or the employee or agent responsible for
delivering it to the intended recipient, any dissemination, publication or
copying of this e-mail is strictly prohibited. The sender does not accept
any responsibility for any loss, disruption or damage to your data or
computer system that may occur while using data contained in, or
transmitted with, this e-mail. If you have received this e-mail in error,
or if this message was forwarded to you without the permission of the
sender, please notify our office immediately by replying to the message and
then deleting it from your computer.
...

Follow up to my new question; can you download different parts of the
submission to different types of documents?
Like some of the info goes to a template, some goes to a google doc?
Thanks!
Allison Roane
Office Manager
Advantage Counseling Services
9035 S. 1300 E.
Ste 250-H
Sandy, UT 84094
p: 801.930.0575
f: 801.206.3536
Confidentiality Warning: This email may contain health information that is
legally privileged. In compliance with the Health Portability and
Accountability Act "HIPAA" (rule 104-91), this message and any attachments
are intended only for use of the individual or entity to which it is
addressed and may contain information that is privileged, confidential and
exempt from disclosure under applicable law. If the reader of this e-mail
is not the intended recipient or the employee or agent responsible for
delivering it to the intended recipient, any dissemination, publication or
copying of this e-mail is strictly prohibited. The sender does not accept
any responsibility for any loss, disruption or damage to your data or
computer system that may occur while using data contained in, or
transmitted with, this e-mail. If you have received this e-mail in error,
or if this message was forwarded to you without the permission of the
sender, please notify our office immediately by replying to the message and
then deleting it from your computer.
...

Hi there,

2. The video does not explain the process for PDF templates.

> To ensure that the PDF document that gets passed to Google Drive is the same exact template users fill out, then you need to convert the form into a PDF form: https://www.jotform.com/help/212-how-to-create-a-pdf-form/.

5. From what I understand, the reminder is a separate process from the form and then would require tracking and ending the reminder manually. Is there a way to set a reminder linked to the form, that will remind the receiver with a predetermined time until it is actually filled out in a more automated way?

> You can automate the Reminder emails as it can take custom dates from a date field as well as a Start and End date:

6. The Square integration says the authorization is only good for 6 days, is that correct?

> Yes, please check the response given on this support ticket: https://www.jotform.com/answers/1842504-credit-card-authorizations-via-square.

* New question: Can you set it up to download certain pieces of info from 1 submission into 3 different PDF templates?

Follow up to my new question; can you download different parts of the submission to different types of documents?

> You can create multiple PDF documents according to your requirements and select which one you pass to google drive: https://www.jotform.com/help/555-applying-form-submission-data-into-a-pdf-document/.

Let us know if you have any further questions.

Best.