Why It Matters
Square can support in-person and online payments, point-of-sale activity, invoices, and commerce needs for a range of independent practices. A consistent payment experience matters for self-pay services, retail products, deposits, and memberships. When payment activity is separated from marketing and patient records, it becomes harder to understand the full value of a campaign or service line.
What Captiva Manages
Captiva connects Square activity with relevant website, CRM, scheduling, and campaign workflows where supported. It improves payment calls to action, coordinates transaction-related follow-up, monitors completion patterns, and brings revenue context into performance reporting. Captiva also uses purchase and payment signals to improve reactivation, retention, ecommerce, and service-specific campaigns.
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