Factor4 Gift Cards

POS systems

SquarePOS Gift Card Integration | Factor4

How the SquarePOS connection works

Factor4 connects to SquarePOS through a gateway rather than point to point: partner-mediated connection. Your staff still work in one place, and gift card traffic rides the payment path already installed at the register.

Connection
Partner-mediated connection
Category
POS systems

via F4 Mobile App

Setup steps

Onboarding follows the same sequence on every platform: confirm the configuration, connect the program, load card stock, test at the register, then go live. Timelines depend on how many locations and devices are in scope.

  1. 1Confirm your Square account, locations and devices with a Factor4 specialist.
  2. 2Install the Factor4 mobile app on an iOS or Android device at the counter; the app runs alongside Square rather than inside it.
  3. 3Sign in with your Factor4 program credentials.
  4. 4Train staff on the two-step flow: take payment in Square, run the gift card action in the Factor4 app.
  5. 5Test activation, redemption, partial redemption and balance inquiry.
  6. 6Go live. Typical elapsed time from kickoff to first live card: [TODO: verify].

What the workflow looks like at the terminal

Four actions cover almost everything a clerk does with a gift card: activate, redeem, redeem part of a balance, and check a balance. Each one runs against the same real-time ledger, so a card sold at one location works instantly at another.

  • Activate: sell the card in Square, then load it in the Factor4 app by scanning or keying the card number and entering the amount.
  • Redeem: look up the balance in the Factor4 app, deduct the redemption amount, and ring the discounted total in Square.
  • Partial redemption: deduct the full remaining balance in the app and collect the difference on any Square tender.
  • Balance check: run a balance inquiry in the Factor4 app at any time.

Factor4 features supported on SquarePOS

These are the capabilities available on this platform. Anything not listed here should be confirmed with a specialist before you plan around it.

  • Gift card activation, reload and redemption
  • Real-time balance across every location on the program
  • Partial redemption and split tender
  • Balance inquiry at the terminal
  • Reporting on issuance, redemption and outstanding liability
  • In-house US support, seven days a week

Supported models and versions

Coverage varies by hardware and software version. Where a version is marked [TODO: verify], confirm it with support rather than assuming it is covered.

  • Square hardware coverage: [TODO: verify]

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