Set Up Self-serve Ordering and QR Codes with Square Online
Self-serve ordering through Square Online offers a contactless, in-person ordering experience that increases safety and workflow efficiency. Instead of browsing a paper menu and placing orders with a staff member, customers use their mobile devices to scan a QR code at their table, seat, parking spot or anywhere you want them to order from.
In order to better prepare for your self-serve operations, take a look at best practices for self-serve ordering through Square Online for helpful tips.
Here’s a general overview of how self-serve ordering works:
Start Self-serve Ordering Setup
You can set up self-serve ordering for one or more locations. In your Square Online Overview page, go to Fulfilment > Self-Serve Ordering and select Set up QR codes.
After you select Set up QR codes, proceed using the following steps.
Items must have self-serve ordering selected as a fulfilment method. Select the items you’d like to make available for self-serve ordering using the tick boxes, then select Continue.
Learn more about adding items and categories to Square Online.
Add Customer Instructions
Enter any information your customers need to know when placing or receiving orders. These instructions are shown after customers scan a QR code and after they submit an order.
You can see a preview for each set of instructions during setup. Select Continue when you’re finished adding instructions.
Create Ordering Cards
To generate your ordering cards, enter the number of stations you have and create a label for them. Stations are the places where you’ll display the ordering cards. For example, if you have 12 booths, you would enter the number 12 and the label Booth. That will create 12 unique QR codes, one for each of your booths.
You can also create sections if you have additional areas from which guests can place orders. For example, you could create separate sections for indoor and outdoor seating areas, each with individual sets of ordering cards.
Note: If you have other locations with self-serve ordering enabled, you can also import sections from those locations. Select Import groups from location and select the sections you want to include, then select Import.
Print or Export Ordering Cards
You can choose to export the QR codes or print your ordering cards.
The export option generates a ZIP file with individual PNG images for each QR code and the associated station number (e.g. Booth 3). You can use these images if you’d prefer to design your own station cards. You can also hire an expert to create custom ordering cards through our partnership with 99designs.
The print option generates a PDF file with four ordering cards per page. These will display your company name and look like the example image shown during setup.
Note: To try out the live ordering process, you can use your phone to scan a QR code from your screen and place a test order to see it in action.
To print ordering cards or export QR codes:
In your Square Online Overview page, go to Fulfilment > Self-Serve Ordering.
Select Export QR codes to download and save the ZIP file, or select Print ordering cards to open a PDF file in a new window for printing or saving.
Whichever option you choose, you’ll need to place each card at the corresponding station once they’re printed.
Edit Self-serve Ordering Settings
Self-serve ordering has additional settings you can edit or enable after setup.
You can also use these other optional features with self-serve ordering.