Square Resellers

Give your merchants Square with the setup help, training, and custom work they need to use it well. You bring the relationship; Roots, an independent Square Reseller, brings the implementation and technical support.
Partner with Roots on SquareSee what merchants get
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

The parts of a practical payment project

Merchant fit

Match the Square opportunity to the merchant workflow

A useful Square introduction starts with the merchant’s working day. A retailer needs to manage items and stock, a restaurant needs an order and kitchen flow, and a booking business needs services and staff availability. Capture those details before recommending a device or software combination.

Roots helps organize the product selection, setup and implementation conversation. Bring the current checkout, catalog, locations and customer channels into discovery so the merchant can see why the proposed tools fit. The recommendation should explain the operating change as well as name the product.

Example interface and records. Final tools, connections and account terms depend on the agreed scope and provider review.
Setup handoff

Make the implementation handoff complete

Identify who owns catalog preparation, staff records, device purchasing and launch decisions. Customers buy hardware directly from Square; Roots helps with recommendations and configuration. A hardware list becomes more useful when it shows the job each device performs at a counter, with staff or at a self-service station.

Use official Square pages for current specifications, product details and prices. Keep those product costs distinct from the Roots setup or development quote. Share the merchant’s practical requirements so the implementation team does not need to rediscover the service model during configuration.

Example interface and records. Final tools, connections and account terms depend on the agreed scope and provider review.
Connected records

Include the difficult transactions in discovery

Ask how the merchant handles returns, changed orders, staff permissions and closing reports today. Those transactions help reveal the training and configuration work needed for a successful transition. Include online orders or connected software when they affect what employees see in the store.

A connection to another system should have a record owner and a recovery process. Identify which fields must move, how staff find a payment and who resolves a sync exception. Testing one sale and one refund across the systems gives the merchant a clearer picture of the proposed workflow.

Example interface and records. Final tools, connections and account terms depend on the agreed scope and provider review.
Partner scope

Discuss the partner arrangement directly with Roots

Book a free conversation to review your opportunity and the role you want to play. Bring merchant discovery notes and the current product or software setup. Roots can organize the next steps and discuss the program arrangement with you.

For the merchant, request a quote that identifies configuration, migration, staff training and any custom work. Establish the launch checks and contact owners before implementation. A clear introduction should carry the merchant into a working setup, with an operating procedure the team can actually follow.

Example interface and records. Final tools, connections and account terms depend on the agreed scope and provider review.

A stronger offer for your Square merchants

  • A setup they can actually use

    Hardware, menus, catalogs, staff permissions, and locations configured around the way the merchant operates.

  • People behind the product

    Roots provides onboarding help, staff training, and a support plan you can explain before the merchant commits.

  • A path for custom needs

    Bring requests for connected apps, operational workflows, and custom work on Square’s APIs to our team.

From introduction to a working merchant

  1. 01

    Discuss your merchant base

    Review the businesses you serve, Square fit, and how you want to introduce the offer.
  2. 02

    Agree on the program

    Define referral or resale responsibilities, commercial terms, and the Roots services available to your merchants.
  3. 03

    Scope and launch together

    Bring a merchant, work through requirements, and plan setup, training, and any custom development.

Good conversations to bring us

  • A new business choosing its first POS
  • A merchant moving to Square
  • An existing Square seller who needs hands-on help
  • A multi-location business with setup challenges
  • A merchant with a custom integration request

Explore the services behind your offer

Square partner questions

You bring merchant opportunities to Roots. We help assess the Square setup and coordinate onboarding, configuration, training and custom work.
Roots configures the merchant’s setup, trains staff and builds the agreed integrations. Merchants open their Square account and purchase Square hardware directly from Square.
We discuss the opportunities you plan to bring, review the compensation structure and document the terms in your Roots partner agreement.
Bring the business requirements to Roots. We can initiate merchant-account, gateway, POS and high-risk processing opportunities through our broader program.
Yes. Existing Square sellers can work with Roots on configuration, hardware recommendations, staff training, integrations and custom development.
Book a free 30-minute call with Roots. Tell us about the merchants you serve, your sales experience and the opportunities you want to bring.

Bring Square to your merchants with Roots behind you.

Tell us who you serve and how you want to build your Square business.
Partner with Roots on SquareSee what merchants get