Sorry for the confusion here, @ncff!
You won't be editing your pickup instructions on this page, but rather by heading to your Online Dashboard > Settings > Pickup & Delivery > select location to view side menu > scroll down to Pickup settings > click the Edit button:
You'll be brought to this screen, where you can edit the pickup instructions:
These will appear in a couple of places. First, your customer will see them during the checkout flow, before placing their order:
After placing their order, the pickup instructions will also be included in the email that is sent to them letting them know their order is ready for pickup:
To further clarify for anyone who currently has Curbside Pickup enabled, your customers will see this messaging:
To pick up your order, call XXX-XXX-XXXX when you are outside the pickup location.
If you do not want this messaging to replace your pickup instructions, we recommend disabling Curbside Pickup, as the ability to edit this messaging is currently considered a feature request. I hope this helps, but please let me know if you still have questions! ✨
Hi! Thanks for reaching out! Aside from editing the pickup instructions, which I've included below, make sure your prep time aligns with when you want the orders picked up. This could also be causing the trouble.
In order to edit your pickup instructions and check your pickup prep times you will need to go to Pickup & Delivery on your Online Store Dashboard then select your location you want to edit. Scroll down until you see Pickup Settings (at the bottom) and click "Edit." Scroll to the bottom again and you can edit the text to give your customers their pickup instructions.
Don't forget to hit save either. 🙂
Also, can you please provide a link to the article you found that was out of date? I would love to take a look at it and see if I need to edit it or simply archive it. Thank you!
Are you wanting to edit the default text shown above, @EGallo?
The default/test email is going to provide vague information related to each fulfillment option (pickup, shipping, etc). The actual email sent to your customers will be specific to the item ordered. Did you process a test order to see the actual email that is sent - as opposed to the preview?
If so, you can edit this content by heading to your website editor:
1. Select Settings from the left-hand sidebar menu, then Email Setup.
2. Once here, you'll scroll down a bit until you see the Email Previews section.
3. I believe the snippet above is from the Order Confirmation email - so go ahead and click the three dots to the right of that option.
4. Select Edit Email - this will take you to your email editor.
5. You have a sidebar on the left-hand side of the screen - pop that out and drag/drop the Text option directly above the default text.
6. Now you'll click into the text area to edit. Once you've edited and saved, try testing an order - you should see the default text isn't included in the email sent.
You can also add images - and much more - using the sidebar menu. Let us know if questions about the editor come up! If this isn't what you were looking to do, please let me know, @tcooll77.
Are you wanting to edit the default text shown above, @EGallo?
The default/test email is going to provide vague information related to each fulfillment option (pickup, shipping, etc). The actual email sent to your customers will be specific to the item ordered. Did you process a test order to see the actual email that is sent - as opposed to the preview?
If so, you can edit this content by heading to your website editor:
1. Select Settings from the left-hand sidebar menu, then Email Setup.
2. Once here, you'll scroll down a bit until you see the Email Previews section.
3. I believe the snippet above is from the Order Confirmation email - so go ahead and click the three dots to the right of that option.
4. Select Edit Email - this will take you to your email editor.
5. You have a sidebar on the left-hand side of the screen - pop that out and drag/drop the Text option directly above the default text.
6. Now you'll click into the text area to edit. Once you've edited and saved, try testing an order - you should see the default text isn't included in the email sent.
You can also add images - and much more - using the sidebar menu. Let us know if questions about the editor come up! If this isn't what you were looking to do, please let me know, @tcooll77.
Sorry for the confusion here, @ncff!
You won't be editing your pickup instructions on this page, but rather by heading to your Online Dashboard > Settings > Pickup & Delivery > select location to view side menu > scroll down to Pickup settings > click the Edit button:
You'll be brought to this screen, where you can edit the pickup instructions:
These will appear in a couple of places. First, your customer will see them during the checkout flow, before placing their order:
After placing their order, the pickup instructions will also be included in the email that is sent to them letting them know their order is ready for pickup:
To further clarify for anyone who currently has Curbside Pickup enabled, your customers will see this messaging:
To pick up your order, call XXX-XXX-XXXX when you are outside the pickup location.
If you do not want this messaging to replace your pickup instructions, we recommend disabling Curbside Pickup, as the ability to edit this messaging is currently considered a feature request. I hope this helps, but please let me know if you still have questions! ✨
Hi! Thanks for reaching out! Aside from editing the pickup instructions, which I've included below, make sure your prep time aligns with when you want the orders picked up. This could also be causing the trouble.
In order to edit your pickup instructions and check your pickup prep times you will need to go to Pickup & Delivery on your Online Store Dashboard then select your location you want to edit. Scroll down until you see Pickup Settings (at the bottom) and click "Edit." Scroll to the bottom again and you can edit the text to give your customers their pickup instructions.
Don't forget to hit save either. 🙂
Also, can you please provide a link to the article you found that was out of date? I would love to take a look at it and see if I need to edit it or simply archive it. Thank you!
Hi @Foxvalleypottee, @JulieK_OSG, and @Cheesetique - I moved your posts over to this thread where I provided in-depth instructions for editing order-related emails sent to your customers following a purchase.
I wanted to follow up with a second post to clarify how to edit the pickup instructions email sent out to customers who are placing an order for pickup. You'll start by heading to your Square Online Dashboard, then Settings > Pickup & Delivery > select a location to edit > scroll down to Pickup Settings, and click to edit:
If neither the steps in this thread nor the steps listed above allow you to edit the verbiage your customers are seeing, can you please respond here, quoting the exact verbiage you are seeing that you are unable to edit? Thanks for your help!
