Are you still using Square? This article is for you! Make the switch to Spectora Payments today and streamline your workflow with the new and improved Client Portal experience and a smoother payment flow. Follow the steps below.
Upgrading to Spectora Payments
It's as simple as disabling Square, then setting up Spectora Payments.
Navigate to your Settings > Payments
Click to disable Square payments or "Use another payment processor"
Click Set up with Spectora Payments
Follow the prompts to submit your information, you can check out this article for the in-depth process
Once submitted you're all set with Spectora Payments 👍
Unlock the Power of the Improved Client Portal
The latest updates to the Client Portal are designed to improve the client experience and drive more business. Here’s how:
1. Execute Key Tasks More Efficiently
The updated Portal offers a more intuitive task flow, helping clients move quickly through the inspection process with minimal confusion or friction.
2. Gain More Client Reviews
Collecting reviews is easier and more visible than ever. The enhanced design makes it simple for clients to leave feedback, boosting your online reputation and attracting new business.
3. Showcase Add-On Services
Add-on services and special offers (like enabled partnerships) are now shown in three locations:
The Dashboard
The Order Details Page
The Payment Confirmation Screen
This triples the exposure of your upsell opportunities and increases the chances of clients purchasing additional services.
4. Enjoy a Smoother Payment Flow
The new payment experience offers:
Support for more payment methods as they become available
Clearer breakdowns of what has been paid and what remains
A scalable, client-friendly interface for easier transactions
✨ Make the switch today! Upgrade to Spectora Payments and the updated Client Portal to unlock these benefits
Frequently Asked Questions
Still have questions or an active business loan with Square?
Your Spectora Account Manager is here to help you navigate the switch to Spectora Payments. Whether you're managing a Square loan or have questions about fees and timing, connect with your Account Manager for personalized guidance tailored to your business needs.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
