Add a Contact Form to Your Square Online Site
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.
If you were to simply add an email address directly to your website, there wouldn’t be a way to protect your inbox from being flooded with spam entries. Additionally, when someone selects a linked email address on your Square Online site, the visitor’s device will try to open an email program or app (e.g. Outlook, Apple Mail, etc.), which only works if the visitor who selected the link has such software installed on their device. They’d otherwise have to manually copy and paste the email address into their inbox to reach you.
Instead, use contact forms to prevent spam and make sure the emails you’re spending time reviewing are legitimate. They 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.
Note: 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:
From your Square Online site editor, go to the page you want to add a contact form to.
Select +Add > Section and expand the Forms option to choose the template best suited for your needs.
To customize and add more fields to the form, select the form on your site and select +Add a question in the editing panel.
Customize your form as needed and Publish your site to see the changes live.
Contact Form Templates
When adding a contact form, you can choose from the following template 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. This is great if you’re selling food and beverage items in large quantities.
RSVP/Registration: A simple form for responding to an event invitation.
Custom quote: A form to allow visitors to request a quote for services with fields to provide details. This is great if you already use Square Invoices to bill for your services and want to allow visitors to start requesting quotes for them. Learn more about sending invoices online.
Appointment request: A form to allow clients to provide their contact information, along with a preferred date and time. This is great if you already use Square Appointments. Learn more about how to Set up online bookings with Square Appointments.
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.
Since all of the forms are customizable, you can pick the one that best suits your purpose and customize it as needed.
Customize and Manage Your Form
If the default form fields work for what you need, you can leave them as-is, but you can also 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.
To perform these actions, start by selecting your contact form section on your site in the editor. You’ll see these options appear in the editing panel.
Respond to Form Submissions with Square Messages
When you receive a form submission from your Square Online site, a new message thread and notification will appear in Square Messages. To respond to a form submission, you can:
Open Square Messages in your online Square Dashboard and reply directly;
Reply directly to the email notification sent to your inbox;
Click Respond from the email notification in your inbox; or
Open Square Messages in your Square Point of Sale app by selecting ≡ More > Messages. Then, reply directly in the message.
Employees with access to Square Messages will now receive form submissions in Square Messages. In order to adjust notifications settings for Square Messages, have your employees follow these steps:
Open Square Messages in their online Square Dashboard by clicking the Messages icon in the navigation bar and select the gear icon to go to Settings.
Under Notifications, toggle on/off Email Notifications. This will impact all notifications they are receiving from Square Messages, including messages not are not Form submissions.
Please note that employees will need to manage their notification preferences individually for Square Messages.
Learn more about getting started with Square Messages.
View and Export Form Entries
To view and export your Square Online contact form entries as a CSV file:
From your Square Online Overview page, go to Website > Form Submissions.
Select a contact form from your list.
Note: Be sure to export entries from the correct form if you have multiple forms throughout your website.
When anyone submits a contact form entry through your website, you’ll receive an email notification at the email address entered in the form settings.
If you aren’t receiving your form entries via email, check your spam folder in your email account. If you do see the notifications in your spam folder, indicate that they aren’t spam so future entries don’t end up there. If you don’t see them there, you can try sending the entries to a different email address.
You can also 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.