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Add contact forms to your Square Online site

Who is this article for?
  • Sellers with online permissions. Set permissions in Square Dashboard.
  • Square Online subscribers.
  • About contact forms

    Adding a contact form to your Square Online site makes it easy for visitors to get in touch with you while keeping your personal contact information private. Use contact forms to prevent spam and make sure the emails you're spending time reviewing are legitimate. 

    Contact forms also allow visitors to contact you quickly to do things like ask about your items or services, request event information, ask for a custom quote, and much more. There are several pre-made form types that you can either use as-is or customize to meet your needs.

    You can choose from the following contact form options:

    • Contact us: a basic contact form.

    • Catering request: a form to request catering, with fields for a date, time, location, and number of guests.

    • RSVP/Registration: a form for responding to an event invitation.

    • Custom quote: a form for visitors to request a quote for services with fields to provide details.

    • Appointment request: a form for clients to provide their contact information, along with a preferred date and time.

    • Event request: a form for customers to provide details on an upcoming event, with fields for date, time, and number of guests.

    • Wholesale inquiry: a form for customers to request wholesale information, with fields for contact information and product details.

    You can edit, add, rearrange, and remove questions to customize your form. You can also change settings to do things like direct entries to a particular email address or prevent spam with Google CAPTCHA.

    Before you begin

    You can create contact forms for your site from your Square Dashboard. To perform these actions, start by selecting your contact form section on your site in the editor. Customization options will appear in the editing panel.

    Before you can respond to form entries with your Square Online or Square Messages add-on, add them to your Square Point of Sale app. Learn how to manage your Square point of sale add-ons.

    Data submitted via contact forms isn't secure. Never request or collect any sensitive personal information with contact forms.

    Add a contact form to your site 

    To add a contact form to your Square Online site:

    1. Sign in to your Square Dashboard and click Sales channels > Online > Website > Edit site.

    2. Open the page you want to add a contact form to.

    3. Select + > Section and expand the Forms option to choose the template best suited for your needs.

    4. To customize and add more fields to the form, select the form on your site and select +Add a question in the editing panel. You can also edit, rearrange, and remove questions.

    5. Customize your form as needed and Publish your site to see the changes live.

    Respond to form submissions

    Keep track of form submissions sent from your Square Online site by continuing the conversation in your Square Messages inbox or from the Square Online add-on in your Square Point of Sale app.

    Square Messages

    When a customer replies to a contact form on your website, a new message thread and notification will appear in your Square Messages inbox. If the customer isn’t in your Customer Directory, they are automatically added when they submit a form.

    You have a few options to respond to a form submission with Square Messages.

    • Sign to your Square Dashboard and click the Messages icon in the navigation bar. Select the message and send a response.
    • Sign in to your Square POS app and tap ≡ More > Messages. Select the message and send a response.
    • Reply directly to the email sent to your inbox.
    • Select Respond at the bottom of the email sent to your inbox.

    Square Online add-on

    When a customer replies to a contact form on your Square Online site, a new notification appears in your notifications inbox in your Square Point of Sale app. If the customer isn’t in your Customer Directory, they are automatically added when they submit a form.

    To respond to a form submission with the Square Online add-on:

    1. Sign in to your Square POS app and tap ≡ More > Add-ons > Online.
    2. Select Form entries.
    3. Filter your form entries by Source (your contact form name) or Status (read or unread).
    4. Select the form entry you want to reply to, then type your message in the box.
    5. Select the arrow to send your message.

    View and export form entries 

    You can view all contact form entries on the Form Submissions page. This page displays an overview of all messages sent through your forms. Select a form title to view individual entries or export them as a CSV file.

    1. Sign in to your Square Dashboard and click Sales channels > Online > Website > Form Submissions.

    2. Select a contact form from your list.

    3. Select Export.

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