Operator playbooks for the Square signals Sidekick surfaces.
Resources should not be generic blog posts. This library is for real workflows: alerts, inventory, transactions, customers, goals, voice AI, and the operating routines around them.
resource trace
from Square event to operator playbook
playbooks
6 core flows
updates
roadmap
playbook library
Practical guides for the moments operators miss.
Each playbook maps a buried Square event to the Sidekick surface and the action an owner or manager should take.
my_alerts.configure
Critical alert setup
Choose the discounts, refunds, sales, gift cards, low-stock moments, and goal progress updates that deserve a push.
inventory.threshold
Low-stock operating flow
Set Square inventory expectations, then use Sidekick thresholds to turn item movement into manager action.
customers.rank
Top customer review
Use 7-day fast views and deeper 30-day syncs to identify regulars, rising customers, and valuable behavior.
transaction.detail
Transaction investigation
Inspect order detail, tender context, customer history, visit count, refunds, discounts, and line-level data.
goal.progress
Daily sales target routine
Define store-level targets and make progress alerts match what operators see inside Square reporting.
voice.order
Phone order readiness
Prepare menu sync, call tone, payment-link flow, and escalation rules before adding the voice layer.
alert recipes
Build the alert routine before the shift gets loud.
The best operators decide what matters before the rush. Sidekick resources should help teams define thresholds, escalation paths, and review habits around the same screens they use in the app.
Discount used
Owner notification when a meaningful discount hits an order.
Gift card activity
Stored value comes back into view instead of disappearing in reports.
Pace to goal
Managers see progress while the shift is still live.
Manager security
Sensitive team data stays behind PIN and scope controls.
updates
Stay close to what is shipping.
Follow release notes, roadmap decisions, and operator examples as Sidekick keeps expanding across iOS alerts, reporting, customers, and voice workflows.
Changelog
Follow app polish, alert improvements, voice workflow updates, and reliability fixes.
Roadmap notes
See what is coming next across iOS alerts, customer intelligence, reporting, and voice operations.
Operator spotlights
Stories and patterns from Square sellers using Sidekick to tighten day-to-day operations.
early access
Get new playbooks as they ship.
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