GoHighLevel Tap to Pay with Square

ClickUp users who also manage client payments often look for simple ways to collect money in person. With GoHighLevel and Square Tap to Pay, you can accept card payments directly on supported devices without extra hardware, streamlining your in-person sales workflow.

This guide walks you through how to enable Tap to Pay on Square, connect it to your GoHighLevel account, and process secure payments on your POS and mobile devices.

What You Need Before Using GoHighLevel Tap to Pay

Before you start, confirm that both your Square and GoHighLevel setups meet the basic requirements.

Account requirements for GoHighLevel and Square

• An active Square account with permissions to accept card payments.
• Admin access to your GoHighLevel location where payments will be taken.
• A compatible POS or mobile device that supports Tap to Pay on Square (for example, selected iOS or Android devices as per Square’s hardware list).

For the latest hardware and region availability, always refer to Square’s own help documentation at Tap to Pay on Square for POS and mobile payments.

Software and app requirements

• Square Point of Sale or compatible Square app installed on your device.
• Latest version of any required GoHighLevel integrations, as configured inside your account.
• Stable internet connection for both GoHighLevel and Square transactions.

How to Enable Tap to Pay on Square for GoHighLevel

The first step is to set up Tap to Pay inside your Square account. Once that is complete, you can use it in combination with your GoHighLevel workflows and client records.

Step 1: Sign in to your Square account

1. Open the Square Point of Sale app on your supported device.
2. Sign in with your Square credentials that you also want associated with GoHighLevel payments.

Step 2: Turn on Tap to Pay in Square

1. In the Square app, go to Settings.
2. Locate the section for Tap to Pay or contactless payments.
3. Enable Tap to Pay following the prompts on screen.

After Tap to Pay is active, your device is ready to accept contactless card and digital wallet payments. You can now use this capability alongside your GoHighLevel account processes.

Using GoHighLevel with Tap to Pay on POS

When Tap to Pay is enabled, you can run in-person transactions that still connect back to your GoHighLevel pipelines, contacts, and notes.

Preparing your POS for GoHighLevel payments

• Make sure your POS device is logged in to the correct Square account.
• Confirm that your GoHighLevel location using this POS has the right products, services, or offer structures mapped to your payment amounts.
• Keep your device charged and connected to a reliable network.

Processing a POS payment with Tap to Pay

1. From your POS, select the item or enter a custom amount that matches what you have quoted through GoHighLevel.
2. Tap Charge or the equivalent payment button.
3. When prompted, ask the customer to hold their contactless card or mobile wallet near the device.
4. Wait for the confirmation message that the payment has been approved.
5. Optionally, issue a receipt or email confirmation that you can later log in GoHighLevel.

All payments run through Square while your GoHighLevel account holds the client communication, notes, and follow-up automations.

Using GoHighLevel with Tap to Pay on Mobile

Many users prefer to collect payments on mobile devices while on-site with clients. Tap to Pay works smoothly with mobile Square apps and can complement your GoHighLevel workflows.

Mobile setup for GoHighLevel users

• Install the Square Point of Sale (or compatible) app on your supported smartphone.
• Log in with the same Square account you use for your business.
• Ensure Tap to Pay is enabled in the Square mobile app settings.

How to take a mobile payment

1. Open the Square app on your phone.
2. Enter the transaction amount matching the deal or invoice created in GoHighLevel.
3. Tap to continue to payment.
4. Ask the customer to tap their card or mobile wallet on your phone where indicated.
5. Wait for the confirmation and then send a receipt if needed.

You can then record key payment details as notes or tags on the contact within GoHighLevel, keeping your CRM aligned with your revenue activity.

Best Practices for GoHighLevel and Square Tap to Pay

To keep everything running smoothly between Square Tap to Pay and GoHighLevel, use the following best practices.

Keep GoHighLevel and Square in sync

• Regularly review your contact and deal records in GoHighLevel after Square transactions.
• Add notes in GoHighLevel that reference Square payment IDs or receipts.
• Update opportunity stages or pipelines immediately after successful in-person payments.

Improve client experience using GoHighLevel automation

• Use GoHighLevel workflows to send thank-you messages after payments.
• Trigger review requests or follow-up offers based on completed Square transactions.
• Store key payment milestones in your GoHighLevel contact timelines for better reporting.

Troubleshooting Tap to Pay with GoHighLevel

If Tap to Pay stops working or behaves unexpectedly, review the basics before escalating to support.

Common issues to check

• Device compatibility: Confirm your phone or POS still appears on Square’s supported list.
• App updates: Update both Square and any GoHighLevel related apps or integrations.
• Network status: Make sure Wi-Fi or mobile data is stable.
• Account status: Verify that your Square account is active and in good standing.

If the problem persists, consult the official Tap to Pay documentation at Square Tap to Pay help and then contact support as needed.

Next Steps for Scaling GoHighLevel Payments

Once Tap to Pay via Square is running smoothly, you can focus on optimizing how payments connect to your sales and marketing processes in GoHighLevel.

• Standardize how you log Square payments in GoHighLevel opportunities.
• Create tags or custom fields to track in-person versus online payments.
• Automate post-payment sequences for onboarding, upsells, or subscriptions.

If you want professional help designing workflows and integrations that fully leverage GoHighLevel, you can explore consulting services at Consultevo.

By combining Tap to Pay on Square with structured CRM and automation inside GoHighLevel, your business can collect payments quickly in person while keeping every transaction connected to your marketing, sales, and fulfillment systems.

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