Square POS + Thanx: Run a Restaurant Loyalty Program That Works With Toast

Why Square + Thanx

Businesses using Square choose to integrate with Thanx for a few key reasons:

• Know who your best guests areWithout a loyalty program tied to your POS, most in-store transactions are anonymous. You might know what sold, but not who bought it. The integration changes that—so you can identify and reward your regulars.
• Reward guests automaticallyOnce a customer is enrolled, rewards and recognition happen behind the scenes. No manual tracking, no spreadsheets, no guessing. Guests earn points, unlock perks, and receive personalized offers based on their real visit history.
• Reduce reliance on third-party platformsWhen you own the customer relationship through your own loyalty program, you're less dependent on third-party platforms. You can drive repeat visits directly and build a database of guests you can reach anytime.
• Keep operations simple for your teamYour staff shouldn't need to toggle between systems or manually reconcile data. The integration keeps workflows clean—transactions flow automatically, and enrollment happens in seconds during checkout.

What this integration unlocks

The Square POS + Thanx integration is built to help you turn one-time in-store guests into loyal, repeat guests. Here's what it enables:

Capture loyalty signups at the point of sale

Your team can enroll guests into your loyalty program right at checkout—no app download or separate step required. Guests provide their phone number or email, and they're instantly enrolled and earning rewards.

Connect every in-store transaction to customer profiles

Once enrolled, every purchase at your Square POS is automatically linked to that customer's profile in Thanx. You'll know who's visiting, how often, what they order, and how much they spend.

Build a complete view of customer behavior

Whether a customer orders in-store, online, or through delivery, their activity flows into a single profile. This gives you the full picture of how guests engage with your brand across channels.

Run targeted campaigns based on real purchase data

With transaction data in Thanx, you can segment guests by behavior—reward your top spenders, re-engage lapsed visitors, or celebrate milestones—all based on what's actually happening at the register.

What happens when a customer visits

Here's what the experience looks like in practice:

1. Customer orders at the POS. Your team asks if they'd like to join your loyalty program.
2. Customer provides their phone number or email. Your staff enters it into Square, and the customer is sent an email or SMS to complete signup. For existing loyalty members, Square POS will find their profile sooner.
3. Transaction is linked to their profile. The purchase—including items, total, location, and timestamp—syncs to Thanx and is tied to that customer's account.
4. Customer starts earning rewards. They receive a welcome message, start accumulating points, and become part of your engagement strategy.
5. Future visits are automatically recognized. Every time they return and provide their phone or email, their purchases are credited to their profile.

This creates a seamless experience for guests and requires minimal effort from your team.

Technical overview

Here's what to expect from a technical and implementation perspective.

What data syncs

Exact mappings depend on your Square configuration, but the integration typically includes:

• Transaction details (time, totals, item and modifier SKU)
• Location identifiers
• Customer identifiers (phone, email)
• Discount or tender indicators (where applicable)

Why this matters: it supports accurate customer profiles, consistent analytics, and the ability to run targeted campaigns without stitching together data from multiple sources.

Prerequisites

Before starting setup, confirm:

• Square access: an admin or authorized team member who can enable partner integrations
• Locations in scope: a list of locations and any phased rollout approach
• Implementation owners: who will coordinate with Square and Thanx
• Environment clarity: how you will test prior to launch

Typical setup steps

Your exact steps may vary based on your Square environment, but most deployments follow this sequence.

1. Enable the Thanx integration in Square
   • In Square, find Thanx in the partner integrations catalog.
   • Work with your dedicated Customer Success Manager to enable the integration and accept any prompts related to scope and permissions.
2. Confirm location mapping
   • Align how locations are represented in Square and Thanx.
   • Confirm any edge cases such as franchises, multi-entity setups, or region-based rollouts.
3. Validate expected data flow
   • Run test transactions.
   • Confirm expected fields appear in Thanx.
   • Confirm timing and any batching expectations.
4. Pilot launch
   • Start with a small set of locations.
   • Confirm monitoring and reporting are behaving as expected.
5. Roll out to remaining locations
   • Expand based on results from the pilot.

How data flows

When a transaction occurs in Square, Square records and stores the transaction and related details. Through the enabled integration, a subset of that transaction data is made available so Thanx can keep its view of in-store activity aligned.

Most technical evaluation questions are answered by:

• verifying the integration is enabled in the correct Square account/group
• confirming which locations are included
• validating a sample set of transactions end-to-end

Support resources

• For Square UI steps and partner integration settings, reference Square documentation.
• For questions about Thanx-side configuration, data mapping expectations, or validation, work with your Thanx onboarding/support contacts.