sasa-membership/SQUARE_QUICKSTART.md

Square Payment Integration - Quick Start

✅ Implementation Complete

Square payment processing has been successfully integrated into your membership portal!

🎯 What You Can Do Now

Users can now pay for memberships using:

1. Credit/Debit Cards - Processed securely through Square
2. Cash - Recorded as pending, requires admin approval

🚀 Quick Start Guide

Step 1: Get Square Credentials (5 minutes)

1. Go to Square Developer Portal
2. Sign up or log in
3. Create a new application or select existing one
4. Copy these credentials from the Sandbox tab:
   • Sandbox Access Token
   • Sandbox Application ID
   • Sandbox Location ID

Step 2: Configure Environment Variables

Edit your .env file and add:

SQUARE_ACCESS_TOKEN=EAAAl...your-sandbox-token...
SQUARE_ENVIRONMENT=sandbox
SQUARE_LOCATION_ID=LXXX...your-location-id...
SQUARE_APPLICATION_ID=sandbox-sq0idb-...your-app-id...

Step 3: Deploy the Changes

Run the deployment script:

./deploy-square.sh

Or manually:

docker-compose down
docker-compose up -d --build

Step 4: Test It Out!

1. Open http://localhost:3000
2. Register/login
3. Go to "Setup Membership"
4. Select a tier
5. Choose "Credit/Debit Card"
6. Use test card: 4111 1111 1111 1111
   • CVV: 111
   • Expiry: 12/25
   • Postal Code: 12345

📁 Files Changed/Created

Backend

• ✅ backend/app/services/square_service.py - NEW
• ✅ backend/app/api/v1/payments.py - UPDATED
• ✅ backend/app/schemas/schemas.py - UPDATED
• ✅ backend/app/core/config.py - UPDATED
• ✅ backend/requirements.txt - UPDATED

Frontend

• ✅ frontend/src/components/SquarePayment.tsx - NEW
• ✅ frontend/src/components/MembershipSetup.tsx - UPDATED
• ✅ frontend/index.html - UPDATED

Configuration

• ✅ .env.example - UPDATED
• ✅ SQUARE_PAYMENT_SETUP.md - NEW (detailed setup guide)
• ✅ SQUARE_IMPLEMENTATION.md - NEW (implementation details)
• ✅ deploy-square.sh - NEW (deployment helper)

🔧 Key Features

• ✅ Secure card payment processing via Square
• ✅ PCI-compliant (card data never touches your server)
• ✅ Automatic membership activation on payment success
• ✅ Email confirmations
• ✅ Admin refund capability
• ✅ Payment history tracking
• ✅ Sandbox testing support
• ✅ Production-ready

📊 Payment Flow

User → Select Tier → Choose Payment Method
   ↓
   Square: Enter Card → Tokenize → Process → ✅ Active Membership
   Cash: Confirm → ⏳ Pending → Admin Approval → ✅ Active Membership

🧪 Test Cards (Sandbox Only)

Card	Result
4111 1111 1111 1111	✅ Success
4000 0000 0000 0002	❌ Declined
5105 1051 0510 5100	✅ Success (MC)

📚 Documentation

• Setup Guide: SQUARE_PAYMENT_SETUP.md - Complete setup instructions
• Implementation: SQUARE_IMPLEMENTATION.md - Technical details
• Square Docs: https://developer.squareup.com/docs/web-payments/overview

🐛 Troubleshooting

Backend won't start?

docker-compose logs backend

Check for missing dependencies or configuration errors.

Square config endpoint fails?

Make sure SQUARE_APPLICATION_ID is in your .env file.

Payment processing fails?

1. Verify all Square credentials are correct
2. Ensure SQUARE_ENVIRONMENT matches your token type
3. Check backend logs for detailed errors

Can't see payment form?

Check browser console - Square SDK must load successfully.

🎓 Going Live

When ready for production payments:

1. ✅ Get Square production credentials
2. ✅ Update .env with production values
3. ✅ Change SQUARE_ENVIRONMENT=production
4. ✅ Update Square SDK URL in index.html to production
5. ✅ Test thoroughly with real cards (can be refunded)
6. ✅ Monitor Square Dashboard and application logs

💡 Tips

• Always test in sandbox first - No risk, unlimited testing
• Keep credentials secure - Never commit .env to git
• Monitor transactions - Check Square Dashboard regularly
• Test refunds - Make sure admin refund flow works
• Email notifications - Verify users receive payment confirmations

🆘 Need Help?

1. Check SQUARE_PAYMENT_SETUP.md for detailed instructions
2. Review Square's documentation
3. Check application logs: docker-compose logs -f backend
4. Contact Square support for payment-specific issues

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Ready to accept payments? Just follow Steps 1-4 above! 🚀