In-Store and Click and Collect with Square Online
With Square Online, you can sell food and beverage items online and offer nearby customers a way to collect their orders directly from your business – in-store or click and collect. Customers can even sign up for text alerts to receive updates as their items are prepared and marked ready for collection.
Click and collect is even better when set up with local delivery, that way customers can choose the fulfilment option most convenient for them. To learn more about building your website first, check out getting started with Square Online.
Set Up In-store Collection and Click and Collect
To set up in-store collection and click and collect
From your Square Online Overview page, go to Fulfilment > Collection & Delivery.
Select Set up location by the location you want to enable collection for.
Indicate that you want to offer collection by selecting Yes.
Decide if you'll calculate and assign collection times automatically.
Select Continue to complete your collection setup.
Select Continue to check which sites your location should be available on.
Select Continue to review your settings so far and finish. Then, select Edit to configure additional settings.
Choose if you want your orders collected at specific times or any time during your collection hours.
Toggle the ability to mark orders as Ready before marking as Complete and select when you want your order tickets to print.
Set the hours and days of the week customers can have their orders delivered.
Set up collection related settings, including an option for click and collect (business phone number required, minimum order amount and collection instructions.)
Adjust any remaining Location details and Site visibility settings.
Select Save when finished.
Continue below for specific details on some of the steps and settings outlined above.
Order Timing Settings
You can adjust the following settings related to how orders should be timed.
Workflow settings should correspond to how your business operates.
Fulfilment Hour Settings
With these settings, you can set up your collection hours as well as any restricted dates on which you don’t offer collection (think major holidays).
As you set up in-store collection and click and collect, you can adjust the following collection settings.
Location Details and Site Visibility Settings
These settings help set up your location details and which sites they should appear on.
After your main setup is complete, you can also configure other advanced settings that will apply to every location you’ve enabled for collection. To do so:
From your Square Online Overview page, go to Fulfilment > Collection& Delivery.
Select Advanced settings.
Under ‘Large order settings’, set a quantity limit to prevent unexpected large collection orders, and include an optional custom message explaining how to place orders that are over the quantity limit.
Select Save when finished.
Update Fulfilment and Prep Time Settings for Items
Preorders for Holidays and Special Items
If you’re selling items for collection and delivery which are only available on certain dates (holiday specials, for example) your customers can preorder on Square Online and collect these items when they become available. To get started, follow the steps below.
Manage Collection Orders and Alerts
Turn Off Collection
From your Square Online Overview page, go to Fulfilment > Collection & Delivery, and select the toggle to turn off collection under the specific location. You can turn it back on at any time and restore your previous settings.
You can also temporarily stop accepting all online orders regardless of fulfilment method. Learn more about your checkout options with Square Online for more information.