Use Square Online with Other Square Products

With Square Online, you can create a professional website to offer a seamless way to receive appointment bookings on your Square Appointments calendar. To create an online booking page using Square Online:

1. From your Square Online site editor, select +Add > Page.
2. Select Appointments and choose to add the page to your navigation menu.
3. Customize your new online booking page as needed. Learn more about designing and customizing your Square Online site.
4. Publish your site to see the changes live.

To make your online booking page your entire website, simply delete all other pages. If you’re already using an online booking page from Square Appointments, you can replace your current page with the new one powered by Square Online. The old URL will forward to your new one automatically.

Learn more about adding an online booking page to Square Online. You can also check out this FAQ for more information on using Square Online as a service-based business, or learn more about getting started with Square Appointments.

Note: Your online booking page can be powered by Square Online, but you may also still be using an older booking page powered by Square’s previous booking software. Additionally, you can embed booking buttons and widgets on a website built outside of Square. For additional information on building your online booking page using Square Online and other tools, check out how to set up online bookings with Square Appointments.

As you collect contacts from your Square Online site, you can export your mailing lists by following these steps:

1. From your Square Customer Directory page, select Export Customers.
2. In the pop-up window, select Specific Groups and check Online Store.
3. Select Export to save and download your list as a CSV file.

Learn more about getting started with Square Customer Directory.

You can allow customers to purchase Square Gift Cards while browsing your Square Online site. By selecting a Gift Cards link on your navigation menu, customers will be taken to your Square Gift Cards site where they can buy, reload or check the balance of physical and electronic gift cards. To add a gift cards page to your Square Online site:

1. From your Square Online Overview page, go to Items > Gift Cards or Shared Settings > Gift Cards.
2. Select Manage to go to your Square Gift Cards Overview page.
3. Go to eGift Cards > Configure.
4. Toggle on Sell eGift Cards Online and select Save.
5. From the Gift Cards page in Square Online, check the box to Add link to gift card purchase page to site navigation.
6. Publish your site from the Square Online site editor to see the changes live.

Customers can then purchase gift cards through a standalone page at the URL provided by Square. A link to this page will be automatically added to your navigation menu to make it easier for customers to purchase gift cards while browsing your site.

Learn more about selling Gift Cards on your Square Online site.

If you already use Square Invoices and Square Online, you can add a contact form to your Square Online site so customers can reach you to request custom quotes for the services they’d pay for with your invoices.

To add a contact form for custom quotes to your Square Online site:

1. From your Square Online site editor, open the page you want to add a contact form to.
2. Select +Add > Section and choose Forms > Custom quote.
3. To add more fields to the form, select the form on your site and select +Add a question in the editing panel.
4. Publish your site to see the changes live.

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

Learn more about contact forms in Square Online.

With Square Loyalty, you can create a digital loyalty rewards program that will keep your customers coming back again and again – all with incentives they can earn with each purchase.

For Square Online, points can be earned or redeemed by loyalty program members when they complete transactions on your website. The buyer will need to enter their phone number, and any rewards they decide to use for their purchase will be automatically applied. The rewards used for the transaction will also appear on their digital receipt.

To set up Square Online with Square Loyalty:

1. From your Square Loyalty Overview page, select Subscribe to start creating your loyalty program.
2. Enable the locations being used by Square Online by checking the boxes.
3. Select Start free trial.

Note: Below are some limitations to consider when using Square Loyalty with your Square Online site:

• Category-based rewards can’t be redeemed on Square Online sites, but item based rewards can.
• When customers enrol in Loyalty via Square Online, customers won’t receive SMS notifications or receive their Loyalty status until they’ve made a purchase through Square POS.
• Customers can still redeem their Loyalty rewards even if your business is unsubscribed from Square Loyalty.

Learn more about getting started with Square Loyalty and creating a loyalty program. You can also review the Square Loyalty FAQ.

With Square Marketing, you can create coupons for your Square Online site and share them with customers in multiple ways. Learn more about creating discounts and coupons for Square Online items.

You can create and manage your website with Square Online directly from your Square Point of Sale. Whether you’re at your store or on the go, edit and manage your website with the Online add-on directly from your Point of Sale app or mobile device.

Learn more about managing Square Online from Square Point of Sale for more information.

With Square Risk Manager, you can gain insights into payment fraud patterns, and set custom rules and alerts to manage risk for your business. If you use Risk Manager with Square Online, you’ll have access to Risk Manager’s full suite of risk management tools at no additional cost.

To view your Risk Manager insights, log in to your online Square Dashboard and select Payments > Risk Manager to go to the Square Risk Manager page. Select Online > Online at any time to go back to your Square Online Overview page.

Learn more about getting started with Square Risk Manager.

Note: Make site items subscribable by upgrading your Square Online site.

With Square Subscriptions, you can make your items subscribable and sell them on your Square Online site, enabling buyers to automatically order them on a recurring basis (e.g. monthly). Start by simply creating a subscription plan, then attaching that plan to your site item.

Learn more about setting up item subscriptions in Square Online for more information.

You can have someone else on your team manage Square Online for you by granting team permissions with Square Team Managment. To start:

1. From your Square Team Members page, go to Permissions.
2. Under Team Permissions, select the button to enable or edit permissions.
3. Select Online and select the toggle to toggle it on.
4. Select Continue to set up access points.
5. Select Save when finished.

This grants access to manage the site item catalogue, online orders, fulfilment and other settings associated with Square Online.

Learn more about granting team permissions.