Welcome to the Online Ordering Setup Guide!

This guide provides a step-by-step resource to help you configure your ideal online ordering experience.

Before you get started, we recommend:

• Reviewing our Square Checklist to ensure everything is ready.
• Using a computer for setup — navigating the dashboard is much easier on a desktop.

We understand that not every feature covered here may apply to your specific ordering setup. That’s why we’ve designed the guide to be flexible, allowing you to configure only what you need for your business.

<aside> 💡 For the best result make sure that:

• Your item catalog is fully set up.
• Store settings are configured correctly.
• Store hours are accurate.
• Preferred fulfillment options are enabled, and any you won’t offer are disabled.
• You’ve placed a few test orders to ensure everything works as expected. </aside>

Step 1: Configure Your Admin Settings

Topics Covered

• Adding Additional Locations – Learn how to add new store locations to your dashboard for online ordering.
• Adding Users & Assigning Permissions – Set up team members with different roles and access levels within your dashboard.
• Customizing Your Location Landing Page – Personalize the page customers see before selecting a location, including images, text, and layout.
• How to Contact Us – Find the best ways to reach our support team for help or questions.

Step 2: Configure Your Item Catalog

Topics Covered

• What Is It & How Does It Work? – Understand the purpose of the item catalog and how it powers your online ordering experience.
• Arranging Items & Categories – Organize your menu items and categories for easy navigation and a smooth customer experience.
• Enable/Disable Items or Categories – Control which items or categories are available to customers.
• Configure Category Settings – Adjust display, availability, and other settings specific to categories.
• Configure Item Settings – Set pricing, descriptions, availability, and other item-specific options.
• Configure Modifiers – Create and assign modifiers to items, allowing customers to customize their orders.

Step 3: Configure Your Store Settings

Topics Covered

• Configuring Location Details – Set up your store’s visual identity and information, including images, text, and color schemes.
• Configuring Notifications – Manage how orders are communicated internally, including printer setup and internal order notifications.
• Configuring Gratuity – Enable or adjust tipping options for your customers.
• Inventory Management – Enable or disable stock tracking for menu items and monitor inventory levels.
• Gift Cards & Loyalty – Activate gift card functionality and customer loyalty programs.
• Creating Promo Codes – Generate and manage promotional codes for discounts and special offers.

Step 4: Setting Store Hours

Topics Covered

• Setting Up Store Hours & Blackout Dates – Configure when your store is open for online orders and specify any dates or times when ordering should be disabled.

Step 5: Configure Your Fulfillment Types

Topics Covered

• What Is It & How Does It Work? – Understand the different fulfillment options and how they integrate with your online ordering system.
• Enabling Pickup Fulfillment – Allow customers to place orders for in-store pickup.
• Enabling Curbside Fulfillment – Set up curbside ordering so customers can have orders brought to their car.
• Enabling Tableside Fulfillment – Offer tableside ordering and service in your dining area.
• Configuring Tabs – Manage how customer tabs are created and handled for dine-in or tableside service.
• Enabling Delivery – Activate delivery options and configure settings for local or courier-powered delivery.
• Enabling X-Side – Enable cross-location or third-party delivery options if applicable.
• Customizing Fulfillment Settings – Adjust fulfillment-specific settings such as prep time, notifications, and availability.

Step 6: Review Reporting

Topics Covered

• Reviewing Daily Item Reports – Monitor item-level sales and performance to track what’s selling and what isn’t.
• Reviewing Daily Order Reports – Analyze order-level data to understand volume, timing, and customer trends.
• Reviewing Daily Deliveries – Track delivery activity, including completed, pending, and canceled orders.

Step 7: Enable QR Ordering

Topics Covered

• Creating Tableside QRs – Generate QR codes for customers to place orders directly from their table.
• Creating Other Types of QRs – Set up additional QR codes for promotions, pickup, group ordering, or other ordering flows.

Step 8: Access and Share Your Online Store

Topics Covered

• Accessing the Customer-Facing Ordering Page – Learn how to navigate to the page your customers use to place orders online, whether via a direct link, website button, or QR code.