Set Up Self-serve Ordering and QR Codes with Square Online
Self-serve ordering offers a contactless, in-person ordering experience that increases safety and workflow efficiency. Customers use their mobile phones to scan a QR code at their table, parking spot or anywhere you want them to order from. QR codes are easy to use and compatible with almost any mobile device that has a camera and a web browser.
How Self-Serve Ordering Works
QR codes are automatically generated when you set up Self-serve ordering. You’ll have a unique code for every table, seat or any other location. Print and place an ordering card wherever you want customers to order from.
Guests scan the QR code to open your online ordering page. They can select items, add special requests, place their order and pay directly from their mobile device.
Orders come through to your Square POS and kitchen printers or kitchen display system. Since each QR code is connected to a specific ordering station, your staff can see exactly where each order came from.
You can fulfil Self-Serve Orders in whatever way works best for your setup. Add instructions and other information to your online ordering page to let customers know what to expect.
Before You Get Started
Here are a few things you need to know before getting started with Self-Serve Ordering:
Your website must be published to use Self-Serve ordering. The QR codes send customers to your website, so it won’t work if the site isn’t published. You can publish your website from the Square Online site editor.
Self-Serve ordering works with the Order Online page template. If you haven’t already done so, create or switch to the Order Onlinesingle ordering page.
If you have more than one website, make sure you’ve selected the site you want to link the QR codes to. You can switch sites using the menu on the upper left of the Square Online Overview page.
Set Up Self-Serve Ordering
You can set up Self-serve ordering for one or more locations. From the Square Online Overview page, go to Fulfillment > Self-serve ordering and select Set up QR codes.Select Items
Items must have Self-Serve ordering selected as a fulfilment method. Click the toggle under Item fulfilment if you’d like to make all items available for Self-Serve ordering, then click Continue.
Tip: You can also update fulfilment settings from your Square Online Overview page in Items > Site Items. Select any number of items to update, then click Bulk edit and choose Set fulfilment.
Add Instructions for Customers
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 on the right.
Click 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.
Click Done when you’re finished to save your changes and return to the Self-Serve ordering settings page.
Add an Optional Service Fee
To add a service fee for Self-Serve Orders, select View details from the Self-Serve Ordering page and click Edit next to Service fee. Choose either a set amount or a percentage of the total, then enter the amount or percentage you’d like to charge. Click Save to apply the changes.
Edit Self-Serve Ordering Settings
To update the settings for Self-Serve Orders, select View details from the Self-Serve Ordering page and click Edit next to the section you want to update.
Note: Reducing the number of stations may disable the QR codes you’ve already created. For example, if you lower the number of stations from 12 to 10, then the existing ordering cards for stations 11 and 12 will no longer work.
Print or Export Ordering Cards
You can choose to print your ordering cards or export the QR codes. 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.
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.
Want to try out the 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:
Go to Fulfilment > Self-Serve Ordering from your Square Online Overview page.
Select Export QR codes or Print ordering cards.
When choosing to export, you can download and save the zip file.
If you’re printing the cards, a PDF file will open in a new window. You can print right from the browser or save the file to print later.
Whichever option you choose, you’ll need to place each card at the corresponding location once they’re printed.
Tip: Try printing your cards on heavy paper or cardstock and consider laminating them to add durability.
Edit Additional Settings
You can use these optional features with Self-Serve Ordering.
Turn on tipping to let your customers leave a tip on their order. You can set a default tip percentage or leave it blank. Customers can change the amount or opt to not leave a tip.
To enable tipping:
Go to Fulfilment > Pickup & Delivery > Advanced settings on the Square Online Overview page .
Click the toggle under Order tipping, and select a default amount from the menu.
Save to apply your changes.
If you offer pickup or delivery, tip settings apply to those types of orders as well.
Enable Customer Notes
You can also let your customers leave you a note when placing an order. Turning this feature on makes it available for any type of online order.
To enable customer notes:
From the Square Online Overview page , go to Settings > Checkout and select Advanced settings.
Under Checkout options, tick the box to allow notes from customers.
Save your changes.