Account Onboarding - Basic Information

Step 1: Business Account Setup (Step 1 of 2)

Once you’ve registered and logged in, the onboarding process starts with setting up your Business Account. This ensures your company information, tax details, and brand assets are stored correctly.

Provide the following information:

• Company Name
• Tax ID Number (if applicable)
• Company ID Number (optional)
• Email
• Website Address

Next, upload your company logos:

• Square Logo (Required): Used for profile and thumbnail views
• Wide Logo (Optional): Used in headers or banners

Accepted formats: JPG, PNG, GIF — up to 5 MB.

Click Next to continue.

Step 2: Business Account Setup (Step 2 of 2)

In this step, enter your company’s address and localization details.

Provide:

• Country, City, Region, and Postal Code
• Address (Line 1–3)
• Phone Number
• Time Zone (important for campaign scheduling)
• Language (interface language)
• Currency (used for billing and credit system)

Once complete, click Submit to finalize your Business Account setup.

Updated on: 24/10/2025