--- title: LaMarie Checkout & Bookly-Square Integration — 2026-04-05 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-11-06-lmb-touch-base-99674004.md tags: - lamarie - woocommerce - bookly - square - checkout - split-payments - api-integration - ui-ux - wordpress - functions-php - meeting layer: 2 client_source: LaMarie Beauty industry_context: ecommerce transferable: false --- # LaMarie Checkout & Bookly-Square Integration — 2026-04-05 ## Overview Internal touch base with Chris, Isahaque, and Melissa to finalize the LaMarie checkout flow and plan the Bookly-Square appointment sync. The session confirmed a working split-payment solution via `functions.php`, identified a gap in Bookly's native Square integration requiring a custom API bridge, and produced a set of UI/UX refinements for the cart and booking widget. The Bluepoint site restore by E-Shock (Mark) was flagged as a secondary issue requiring follow-up. **Attendees:** Chris Ostergaard, Isahaque Mahmud, Melissa Cusumano --- ## Key Decisions ### Split-Payment Checkout via `functions.php` - A custom script added to `functions.php` enables split-payment logic: at checkout, only the **product price** is charged; service details are saved for later payment. - A live test transaction confirmed the approach works — a $26 product charge processed through Square while the Nov 19 appointment was saved without charging the service fee. - This is the confirmed implementation path. No third-party plugin is required for the payment split itself. ### Bookly-Square Appointment Sync Requires Custom Bridge - The test revealed that while payment flows through Square, **Bookly does not natively create appointments in the Square calendar**. - Resolution: build a custom script using the **Square API** to bridge Bookly appointment creation into Square. - Isahaque cannot create the Square developer account (owner-only restriction). **Chris will create the API key** using his existing developer access and share it via shared client logins. ### Client Communication (Kimberly) - Chris will email Kimberly to explain the Square API integration plan before any developer account changes are made. - Email will include: the flow diagram Chris prepared, Melissa's checkout screenshots, and a plain-language explanation of why a custom bridge is needed. - Melissa's draft email text and screenshots will be sent to Chris to incorporate. --- ## Action Items | Owner | Task | |---|---| | **Chris** | Create Square API key using developer access; share via shared client logins | | **Chris** | Email Kimberly explaining the Square API integration plan (include flow diagram + Melissa's screenshots) | | **Isahaque** | Document Square API requirements for Chris | | **Isahaque** | Build custom Bookly-Square integration script (appointment sync bridge) | | **Isahaque** | Implement checkout cart UI/UX refinements (Services/Products headers, sort order) | | **Isahaque** | Implement booking widget UI/UX refinements (staff filter, styling, "All Services" link behavior) | | **Isahaque** | Prioritize Bluepoint ClickUp tasks before holiday | | **Melissa** | Send Chris draft email text and checkout screenshots for Kimberly | | **Melissa** | Confirm product subscription requirement with LaMarie client | --- ## Technical Details ### Split-Payment Logic - **Location:** `functions.php` (via Theme File Editor) - **Behavior:** At WooCommerce checkout, service line items are excluded from the subtotal/charge. Only product prices are collected. Service booking details are retained in the order for later processing. - **Validated:** $26 product charge appeared in Square orders (Nov 6); Nov 19 appointment saved in Bookly. ### Bookly-Square Bridge (Planned) - **Problem:** Bookly processes appointments internally but has no native hook into Square's appointments/calendar system. - **Solution:** Custom PHP script using the Square Appointments API to create a corresponding Square appointment whenever a Bookly booking is confirmed. - **Blocker resolved:** Chris will generate a new API key scoped to this integration from the existing Square developer account. - **Next step:** Isahaque to document the required API endpoints and data mapping, then build and test the bridge script. --- ## UI/UX Refinements ### Checkout Cart - Add section headers to separate **Services** and **Products** in the cart view. - Sort order: Services first, then Products. ### Booking Widget - **"All Services" link:** Must display the full service tile grid — not navigate to a single service page. - **Staff filter:** When a service is selected, the staff list should show only staff members available for that specific service (not all staff). - **Staff tile styling:** - Remove background images from staff tiles; use solid color (black) backgrounds. - Standardize name label alignment — center all names consistently. ### Product Subscriptions (Pending) - Idea raised: add a "One-time vs. Subscribe" toggle on product pages (similar to Amazon Subscribe & Save). - **Status:** Not confirmed. Melissa will verify this requirement with the client before any work begins. --- ## Secondary Issue: Bluepoint Site Restore A site restore performed by Mark (E-Shock) reverted the Bluepoint site to an older version, causing: - Loss of blog posts - Broken or reverted form logic (page-source tracking, field configuration) - Loss of changes Melissa made during a client call the prior day Isahaque will work through the Bluepoint ClickUp task list to restore affected items before his holiday. All forms need re-testing to confirm correct data capture and page attribution. See [[clients/current/bluepoint/_index]] for broader Bluepoint context. --- ## Related - [[clients/current/lamarie/_index]] - [[clients/current/bluepoint/_index]]