wiki/clients/current/lamarie/2026-04-05-checkout-bookly-square-integration.md · 799 words · 2026-04-05
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.
- "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 [1] for broader Bluepoint context.