Hi @jessica_rose

While creating a Square Appointments account would combine your existing Customer Directory and existing Dashboard, it shouldn't remove any of the existing customer data that you've already added. 

Were you by any chance looking at a different location? 

We might need for our CS Team to walk through this with you, as there might be something else happening. 

In regards to separating payment processing, you should be able to add them to your Staff to share appointments and booking. They'll need to continue to use their own Point of Sale account to accept card payments if you want to keep things separated.