🔖 Part 1: Creating your Square Online site
🔖 Part 2: Using a domain with Square Online site
🔖 Part 3: Designing your Square Online site
We’re almost there! In this post, we’ll be walking through everything you need to set up before starting to sell on Square, from creating your items to enabling the right fulfilment settings.
If you have any question, feedback or tips on how you set this up for your business, feel free to share by clicking Reply 👇!
How can I add items to my site?
There are two ways to add items to your Square Online site. You can:
- Go to Items > Site items > Create new items. This will allow you to add items one by one.
- Add items from Square instead since they sync automatically. This will allow you to add items in bulk if necessary. To do this, go to your Items > Item Library and either select Create an item or Action > Import Library. You can read more about importing your items in our Support Centre.
My items are coming up as “unavailable” - how can I fix this?
If your items are coming up as “unavailable”, you can bulk edit and mark them as visible from your Items > Site items.
If you have done this and the items are still coming up as unavailable, there are a few things we can check:
- Make sure all the items have a fulfilment method set up.
- Your location is a physical location and not a mobile location.
You can find additional troubleshooting steps in our Support Centre as well.
How can I apply taxes to my items?
To make sure taxes are applied correctly to your online sales, you’ll need to set this up from your Square Online Overview page > Settings > Sales Taxes.
At the moment, only one tax rate can be applied for shipping orders. This is determined by the shipping destination. However, you can use itemised tax rates for pickup and delivery orders. You’ll need to enable this option from your Online site and set up the different tax rates on your Square Dashboard.
Learn more about managing your tax settings on Square in the Seller Community.
What options can I give customers to receive their products?
With Square, you can offer customers three different fulfilment methods:
- Shipping: You can set up shipping rates based on regions (domestic vs. international), weight, amount and more. The rates can also apply on an order level or to each item individually.
- Click & Collect: Customers can opt to collect items in-store. They will be able to schedule a time slot to collect their items or, if you prefer, you can send them additional instructions to let them know when it will be ready.
- Local Delivery: If you have your own couriers or delivery staff, you can offer local delivery to customers within your area. With local delivery, you can opt to deliver within a certain radius or within specific postal codes.
- Self-serve ordering: If you’re a food & beverage business, you can offer self-serve ordering to minimise contact. With this feature, customers can order by scanning a QR code at their table or anywhere you want them to order from and complete their purchase remotely.
How can my customers schedule their pickup or delivery?
By default, orders are set for As Soon As Possible. For scheduled pickup, customers will be able to select their desired time slot directly on the Order Online page.
How can my customers track their orders?
If the customer has provided their phone number and you have enabled text message notifications in your Square Online Overview page in Communications > Email & Text Alerts by toggling on Text message alerts, they’ll receive an update via text anytime you make changes to order (Mark as In Progress, Mark as Ready, etc.). The text message will also include a link to a tracking site where they can check the progress of their order.
The link is also included in the confirmation email they received when they first place the order. You can see an example of this in this thread here.
How do I get notified of a new order?
Everytime someone places an order, you’ll get an order notification email sent to your inbox.
To get a push notification on your mobile device when you receive a new order, toggle on Allow Notifications. You need to allow notifications for the Square Point of Sales app within the Settings section of your iOS or Android device to receive these alerts. You can also toggle on Allow click and collect alerts to receive an alert when your customer arrives
Can I edit the order confirmation email that my customers receive?
You can edit the confirmation email from the Communications > Email & Text alerts tab within your Square Online site.
From here, you’ll be able to change the email design (colours, fonts, borders, etc.) and add extra text elements, photos or videos! One thing to note: the email preview that you see in your account includes various pieces of information that can be applied to all order types. However, when customers receive the email, they’ll only be shown information relevant to their order and fulfilment method, so don’t worry about them seeing the wrong information!
Can I reject an order?
At the moment, it isn’t possible to reject an order. If you are unable to fulfil the order, you can cancel it and process a refund for the customer. For more information on how to process refunds with Square, check out this post.
To ensure your business isn’t overwhelmed, you can also limit the number of orders that can be picked up or delivered at the same time. To set this up, please follow the steps below:
- Go to your Square Online Overview page > Fulfilment > Pickup & Delivery.
- Select a location > edit Order timing
- Toggle on Order limiting
- Set the preferred number of orders for every 15 minutes.
- Select Save when finished.
If needed, you can also delay the pickup or delivery time from your Square Point of Sale app.
How do I run a sale on my website?
There are a few ways to run a sale on your website! You can:
- Add a sale price to your items. All Items with a sale price will display a Sale banner!
- Alternatively, you can set up coupon codes that customers can use to receive a discount at checkout.
