Set Up Self-Serve Ordering and QR Codes with Square Online
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Note: Enable self-serve ordering by upgrading your Square Online site.
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. You can automatically tie each QR code to a specific ordering station – great for smaller food venues and restaurants – or require customers to enter their location manually when they order. Best for large-scale events and stadiums.
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.
Start Setting Up Self-Serve Ordering
You can set up self-serve ordering for one or more locations. To get started, in your Square Online Overview page, go to Fulfillment > 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 fulfillment method. Select the items you’d like to make available for self-serve ordering using the check boxes, then select Continue. Learn more about adding items and categories to Square Online.
Note: You can also update fulfillment settings later for multiple items at once using the bulk editing method.
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.
Placing orders: This message will be displayed on your ordering page before your customers finalize their orders.
Getting orders: This is the message your customers see after they submit their order.
Not accepting orders: This message will display when you disable self-serve ordering (during busy hours or after your business hours) and customers can’t place orders through self-serve ordering. If you know when you’ll be ready to fulfill orders again, you can toggle on Show when self-serve orders resume, and your customers will see what time you will begin accepting new orders.
Select Continue when you’re finished adding instructions.
Add Ordering Stations
Select Add ordering stations to start creating ordering stations that match with the setup of your business. Add details for your stations such as a group name, a name for each station and the number of total stations. Select Save when complete and select Add ordering stations again to add more. Finally, select Continue to complete the last steps and preview your QR codes.
Set Ordering Hours
Select the days of the week and the hours when your customers can place an order. Customers won’t be able to place self-serve orders outside of these hours.
If you have another location, you can choose to import the previously set business hours, pickup hours or self-serve ordering hours of your other location as self-serve ordering hours. If you have multiple locations, you will need to choose a location from the drop-down menu and select which hours you want to import.
You can also set up business hours manually by selecting or deselecting days of the week and clicking the + icon to add hours. Select your location’s time zone and click Continue.
Note: Self-serve ordering times are updated in real time as different options are selected.
Your items will still be available for purchase outside of self-serve ordering hours if the items or categories are set up for pickup and delivery. During that time, your default fulfillment settings will apply.
Get Multiple QR Codes
To preview and download your QR codes:
Select Get QR code on the Self-Serve Ordering page.
Choosing one of the following options:
Customers are automatically assigned an ordering station: Unique QR codes must be placed at each ordering station. This is best for smaller establishments like restaurants.
Customers manually enter their ordering station: Use the same QR code and place it throughout your business. This is best for larger establishments like stadiums or large-scale events.
Choose your design with one of the following options:
Ordering card with QR code: Pre-designed cards with instructions. Great for quick and easy printing and setup.
QR code only: QR codes to place on your own designs. You can also hire an expert to create custom ordering cards through our partnership with 99designs.
Choose the stations you want to Download. Print your downloaded document and place your QR codes where they’re needed.
Note: To try out the live ordering process, click a QR code on your computer or scan it with your phone and place a test order on your site to see it in action.
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.
Use a Single QR Code
If you don’t need multiple QR codes mapped to all of your ordering stations, Square Online also generates a single QR code for every site. To manage and use a single QR code, go to your Square Online Overview page and select Website > Site Preferences. Place this QR code on marketing materials to point directly to your site for customers to order.
Learn more about setting up site preferences for Square Online and accepting QR code payments with Square.