Square Reseller Program – Agent Setup Instructions
Welcome to the FineTech Business Solutions Square Reseller Program!
Follow the steps below to get started selling Square successfully.
Step 1: Select & Purchase Your Client's Square Hardware
Before creating a merchant account, determine which Square hardware best fits your client's business needs.
Browse Square's hardware options here:
Once you have identified the appropriate hardware, purchase the equipment directly through Square before proceeding with the merchant account signup.
Common hardware options include:
Square Reader
Square Terminal
Square Handheld
Square Stand
Square Register
Square Kiosk
Printers, cash drawers, barcode scanners, and accessories
After the hardware order has been placed, continue to Step 2.
Step 2: Choose the Correct Merchant Signup Link
We have two co-branded Square signup links depending on the pricing model.
Option 1 – Standard Rack Rate
Pricing: 2.6% + $0.15 per transaction
Use this option for merchants who prefer Square's standard pricing.
Option 2 – 4% Flat Rate
Pricing: 4% Flat Rate
This program is designed to work with one of the following cost recovery programs:
4% Cash Discount
Offers customers paying with cash a discount while card users pay the standard price.
4% Service Charge
Adds a 4% service charge to card transactions to help offset processing costs.
These programs can dramatically reduce—or even eliminate—the merchant's credit card processing expense and should be positioned as a major value-add during your sales presentation.
Step 3: Learn How to Configure the Program
Cash Discount Setup Guide
Service Charge Setup Guide
Quick Video Tutorial
Step 4: Review the Square Reseller Onboarding Guide
Please review the attached Square Reseller Onboarding Guide thoroughly.
The guide covers:
Product positioning
Sales process
Merchant onboarding
Best practices
Sales resources
Frequently asked questions
This guide should become one of your primary sales resources.
Step 5: Attend Training
We strongly recommend participating in:
Twice-weekly virtual training sessions
Training Schedule:
https://docs.google.com/spreadsheets/d/1y4YktyTuq9yyc72l18SgokP_-j8FzEyNg7gz7KiaPnY/edit?gid=0#gid=0
Step 6: Merchant Action Required
After linking their bank account during the onboarding process, the merchant must add squaresupport@finetechinc.com as an Authorized Contact on their Square account.
This gives our back-office team access to the Square Dashboard, allowing us to assist with account setup, reporting, troubleshooting, and ongoing support as needed.
Thank you for helping us maintain accurate tracking and ensure a smooth onboarding experience for every merchant.
Agent Checklist
☐ Select and purchase the appropriate Square hardware for your client
☐ Complete the merchant signup using the appropriate FineTech link
☐ Review the Square Reseller Onboarding Guide
☐ Attend virtual training
☐ Understand the difference between:
Rack Rate (2.6% + $0.15)
4% Flat Rate
4% Cash Discount
4% Service Charge
☐ Start boarding merchants!
Welcome to the FineTech Business Solutions Square Reseller Program! We look forward to helping you build your Square portfolio and grow your business.
Internal Steps: For Square
For all Square setups, once the agent is aware that the client submitted the link please email support@finetechinc.com with the following information so we can properly track these opportunities:
DBA (Doing Business As) Name
Merchant Email Address
Referral Partner Name
Support Team:
Please add the account to the Onboarding Tracker.
Send the merchant a Welcome Email once the account has been entered into the tracker.
Marketing Experience:
FT Brand
Square.QuickStartGuide.FineTechInc.pdf
Build Your Free Website With Square Online.pdf
Kathy has samples of what clients get emailed once they board with Square.
Action Items
Welcome email needs to be adjusted
Coming soon we will have a squaresupport@finetechinc.com
We will have a square dashboard then with all our clients – need to go through this experience
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