Manage Square Online from Square Point of Sale | Square Support Center (2024)

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Home>Manage Online Orders

In this article

Before you beginAdd the Online add-onManage your websiteManage online itemsManage online ordersRemove the Online add-on

For a seamless experience, you can build and manage your Square Online website directly from your Square Point of Sale using the Online add-on. Additionally, the add-on enables you to configure other settings related to items and orders, making your website easier to manage on the go.

Note: The Online add-on is available on Square Point of Sale and Square for Retail.

For more information on creating a website with Square, learn how to Get started with Square Online. You can also find out how to Get started with add-ons for details on other POS add-ons.

Before you begin

Be sure you've downloaded the Square Point of Sale app.

Note: Settings included for Square Online in the POS app are the most critical ones you'll need access to on the go. For additional settings not found in the POS app, head to your online Square Dashboard and select Online > Online to open your Square Online Overview page.

Add the Online add-on

To download and add the Online add-on to your Square Point of Sale:

  1. From your Square Point of Sale, go to ≡ More > Add-ons.

  2. Tap Online.

  3. Tap Add to Point of Sale.

When finished, tap Open Online directly from the add-on screen to open the add-on. You can also navigate to ≡ More > Online. If you don't have an existing Square Online account, a website will be automatically generated to help you get started.

Manage your website

Edit your site

  1. From your Square Point of Sale, go to ≡ More > Online.
  2. Tap Edit site to start editing your website. If you have multiple websites, tap Switch site and select the site you want to edit.
  3. Tap Preview site to view your live website.

Note: The mobile friendly version of the Square Online site editor has most of the features as the desktop version. For a larger view, Navigate the Square Online site editor from your online Square Dashboard.

Manage your site address

Note: Use a custom domain name by upgrading your Square Online subscription.

You’ll be able to change your free subdomain in the POS app, but you won’t be able to set up a custom domain. To connect or transfer a custom domain to Square, head to your Square Online Overview page in Dashboard. For more information, check out how to Get started with domains for Square Online.

Manage online contact form submissions

Keep better track of form submissions sent from your Square Online site by continuing the conversation in your Square Point of Sale notifications inbox. Learn how to Add a contact form to your Square Online site for more details.

Manage online items

Create items

You can build your item library at any time with the Square Point of Sale app. Learn how to Create and manage items from the Square app for more details.

Edit item visibility

To edit your Square Online item visibility:

  1. From your Square Point of Sale, go to ≡ More > Items.
  2. Tap All items.
  3. Tap the item you want to edit and scroll down to the Online section.
  4. Tap Site visibility and select either Visible, Hidden, or Unavailable.
  5. Tap Save when finished.

The available item visibility settings are as follows:

  • Visible: Your item is visible on your online ordering page and available for purchase. It will also show up in navigation and site search results.
  • Hidden: Your item is available for purchase online but won’t display on your ordering page. You can still add the item to featured item sections (useful for events and donations), or give buyers a direct link to the item (useful for exclusive items). To learn more, check out how to Sell hidden items with Square Online
  • Unavailable: Your item isn’t visible online and can’t be purchased (useful if you aren’t ready to sell the item yet).

Edit item settings

To edit your Square Online item settings:

  1. From your Square Point of Sale, go to ≡ More > Items.
  2. Tap All items.
  3. Tap the item you want to edit and scroll down to the Online section.
  4. Tap Site settings to customize additional settings for your Square Online items, including:
  • Fulfillment methods: Enable shipping, pickup, local delivery, and QR code ordering for your item.
  • Pickup & delivery prep time: For items that have pickup and local delivery selected as the fulfillment method, you can choose your item’s prep time for pickup and local delivery orders.
  • Site categories: Select the categories where the item will be available on your website.

These settings can also be edited from your Square Item Library in Dashboard. Learn more about how to Manage Square Online item settings.

Manage online orders

Update fulfillment settings for online orders

To manage pickup and local delivery settings:

  1. From your Square Point of Sale, go to ≡ More > Online.
  2. Tap the gear icon.
  3. Select Update pickup & delivery to set up or update your fulfillment settings.
  4. Toggle on Pickup or Delivery, and tap Save when you’ve finished setting up the fulfillment option. If you’re setting up the fulfillment option for the first time, you’ll be asked to provide additional information to customize the ordering flow.

Learn more about how to customize your online fulfillment settings for in-store and curbside pickup and local delivery.

Temporarily extend prep times

You can temporarily add 15 minutes to a location’s prep time during busy periods to give yourself more time to complete your active and incoming orders. To start:

  1. From your Square Point of Sale, tap ≡ More > Orders.
  2. Tap the clock icon on the Order Manager screen to view your “Order timing” settings.
  3. Toggle on Busy mode.
  4. Choose how long to temporarily increase your prep time: 15 minutes, 30 minutes, or 1 hour. While busy mode is on for the time period you choose, 15 minutes will be added to your current location’s prep time.
  5. Tap Save.

Once enabled, you can see the remaining time in busy mode on your Orders page. Here, you can also select Exit Busy Mode to resume your regular prep times, or select Extend to extend its duration.

Delay order pickup times for pickup and local delivery

During busy shifts with more orders coming in than expected, you may want to delay the pickup time so that the customer or local delivery courier knows they can pick up their order at a later time. Delay orders as soon as you know you can’t make the expected time to mitigate the number of waiting customers or couriers.

Note: Order delays are accepted per service and integration type, so check with your integration partner that you can delay your orders if needed. Some orders cannot be delayed.

To adjust the pickup time for an order:

  1. From your Square Point of Sale, go to ≡ More > Orders.
  2. Select the order you need to delay. Note: For orders that can be delayed, you’ll see a right pointing arrow next to the time.
  3. Select Edit.
  4. Choose from a preset list of time intervals (by 15 minute increments), or select Other to manually select a time period.
  5. Tap Save to send the update to the integration partner (where your customer ordered). The partner will then let the customer or courier know that the order is delayed.

Pause online orders

You can pause orders that are either for pickup or local delivery for your location. To start:

  1. From your Square Point of Sale, go to ≡ More > Orders.
  2. Tap the clock icon on the Order Manager screen to view your “Order timing” settings.
  3. Under “Pause orders,” tap Pause next to the fulfillment method you want to pause orders for. You can choose to pause pickup only, delivery only, or both.
  4. Tap Save when finished.

You can see the status of your online orders on the Online add-on homepage and select the order status to resume online orders at any time.

Manage online orders

You can manage online orders directly from your POS as well as your Dashboard. For details, check out how to Manage orders from your Square Online site, or how to Manage online orders with Square for information on all online orders.

Remove the Online add-on

To remove the Online add-on:

  1. From your Square Point of Sale, go to ≡ More > Add-ons.

  2. Tap Online.

  3. Tap ••• > Remove.

  4. Tap Remove again to confirm.

Note: If the add-on you want to remove is connected to a paid subscription, you’ll need to unsubscribe through your online Square Dashboard before removing the add-on. Once the subscription ends, you can remove the add-on from your Square Point of Sale app.

In this article

  • Before you begin
  • Add the Online add-on
  • Manage your website
  • Manage online items
  • Manage online orders
  • Remove the Online add-on
Manage Square Online from Square Point of Sale | Square Support Center (2024)

FAQs

How do I access my point of sale on Square? ›

With Square for Retail (Free or Plus), you can sign in to the Square Retail POS app with your email address and password or use a device code. A device code allows you and your employees the ability to log in to any supported device and assign it to a specific location.

Why is my Square website not working? ›

Clear the cache on your browser. Instructions for clearing your cache will vary depending on your browser. Accessing the Help menu on your browser should allow you to locate step-by-step instructions. Switch to a different browser—Square is supported with the latest versions of Google Chrome, Safari or Mozilla Firefox.

Does Square have a 24-7 customer service phone number? ›

Need help? Call our Customer Success team available 24/7 to Suite Elite Members on Square at (855) 700-6000. When you call in, you will need a customer code unique to your Square account, which you can find here.

How do I manage my stock Square online? ›

Sign in to your Square Dashboard and click Items & Orders > Items > Item Library. Click on the selected item from the list. Click Manage stock under the Variations section, then toggle on Tracking. Next to Stock Action, select the reason for adjusting your stock, then enter a stock amount.

How do I connect to Square POS? ›

Connect to Square Point of Sale

From the Square POS app on your iOS or Android device, tap ≡ Menu > Settings > Hardware > Square Terminal. Tap Connect Square Terminal. Enter a nickname and location to associate with your Square Terminal, then tap Continue. The Square POS app will generate a device code.

How do I get my Square to go online? ›

1) Navigate the Square Online Overview page in Dashboard

You can also access the Square Online site editor right from the Overview page to build and edit your website. To access the Square Online Overview page, log in to your online Square Dashboard and go to Online > Online.

Why is my square pos not working? ›

General Troubleshooting

Make sure your device is connected to power. Square Register needs to be powered on to function. Make sure your device's date and time are accurate. If they're wrong, please update them in the settings.

Is something wrong with Square? ›

User reports indicate no current problems at Square.

Can I speak to someone at Square? ›

Phone. You can call Square Support at 1-855-700-6000 Monday to Friday, 6 AM to 6 PM PT. There may be a wait when you call, so feel free to use our callback option if you can't wait on the line.

Does Square report to the IRS? ›

The IRS requires Payment Settlement Entities, such as Square, to report the payment volume received by U.S. account holders. A Form 1099-K is the information return that is given to the IRS and qualifying customers.

What is Square Support Centre phone number? ›

You can call Square Support on 1800 760 137.

How do I connect to Square Online? ›

Connect Your Square-Hosted Domain

Under the domain you want to connect to your site, select Manage > Manage domain. Under Destination, select Edit site destination. Choose the Connect to one of my current sites option. Select Save when finished.

Why is Square saying item not available? ›

Square Online doesn't sync item stock from mobile locations, so items only available at a mobile location will be marked as Unavailable on your site. To resolve: From your Account & Settings page, go to Business information > Locations. Select your mobile location.

How do I reset my Square online store? ›

Here are the steps to reset your Square Online back to default.
  1. Log onto your Online Store Dashboard.
  2. Select Website from the left-hand navigation.
  3. Select Site Preferences.
  4. Scroll all the way down and select Reset to Default.

How do I check my Square points? ›

Viewing Their Loyalty Status From Cash App
  1. Open the Cash App > tap the icon to view their Activity.
  2. Tap on a specific Square seller to view their loyalty points and rewards with that seller.
  3. Tap the points balance to view more details.

How do I cash out my Square Point of Sale? ›

To transfer funds out of your Square Checking balance to your linked bank account from your Square Point of Sale app: Open the app and navigate to Balance and tap Transfer to Bank. Enter the amount you want to transfer. Choose a transfer speed.

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