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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

Square-Online-Pickup-and-Delivery-Settings-EN

To set up in-store collection and click and collect

  1. From your Square Online Overview page, go to Fulfilment > Collection & Delivery.

  2. Select Set up location by the location you want to enable collection for.

  3. Indicate that you want to offer collection by selecting Yes.

  4. Decide if you'll calculate and assign collection times automatically.

  5. Select Continue to complete your collection setup.

  6. Select Continue to check which sites your location should be available on.

  7. Select Continue to review your settings so far and finish. Then, select Edit to configure additional settings.

  8. Choose if you want your ​​orders collected at specific times or any time during your collection hours.

  9. Toggle the ability to mark orders as Ready before marking as Complete and select when you want your order tickets to print.

  10. Set the hours and days of the week customers can have their orders delivered.

  11. Set up collection related settings, including an option for click and collect (business phone number required, minimum order amount and collection instructions.)

  12. Adjust any remaining Location details and Site visibility settings.

  13. 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.

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Workflow Settings

Workflow settings should correspond to how your business operates.

Mark orders as Ready

You can mark pickup orders as Ready before marking as Complete. This notifies the customer that their order is prepared and ready for pickup. You can change the order status from Ready to Complete when you’re done with the order. If you leave this off, you won’t be able to mark orders as Ready.

Print order tickets

You can choose when you want your order tickets to print.

  • Print order tickets based on pickup and delivery time: Order tickets will print based on how much prep time is required before the order is due.
  • Print order tickets when the order is placed: All order tickets will print when the order is placed, even if the order is scheduled for a future pickup time.

You can also configure your Square Point of Sale to automatically print orders from Square Online. Learn more about printing your orders and setting up printed tickets for orders in Square POS.

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).

Hours

These are the days of the week when customers can pick up their orders. Customers will still be able to place orders outside these hours. Select the first toggle to decide if you want your pickup and delivery hours to be that same or different.

The days and times you see here are synced from your Square account. If you haven’t added business hours for your location, you’ll see the default hours instead (Monday - Friday, 9:00 AM - 5:00 PM). You can edit the hours and days here without affecting the settings in your Square account.

Check the box for each day that you will offer pickup, then enter the pickup hours. You can add multiple time frames within a day by selecting ”+”. This lets you exclude specific hours if you don’t want to handle pickup orders at certain times of the day (like during your lunch).

Restricted dates

Select +Add date to create restricted dates for any days that you won’t offer pickup. For example, you might exclude holidays that occur during your usual business days. You can add multiple restricted dates, and set them to repeat annually or occur only once.

Note: The hours you add to your website in the Square Online site editor on the Location and hours section are for informational purposes only, and do not function as a setting or sync to your pickup and delivery settings. They must be added in the area described above to function as a setting.

Collection Settings

As you set up in-store collection and click and collect, you can adjust the following collection settings.

Curbside pickup

Check this option to enable customers to select curbside pickup at checkout. They’ll be instructed to call when they’re at your business location. A business phone number will be required to enable this feature.

Minimum order amount

You can set up a minimum amount for orders to be eligible for pickup.

Pickup instructions

If you assign pickup times automatically, add pickup instructions to be shown in the customer’s order confirmation so they know where to go to pickup their orders and what information to have handy (like a name or order number).

Location Details and Site Visibility Settings

These settings help set up your location details and which sites they should appear on.

Location details

On this tab, make changes to your location display name, address, phone number, or email address. You can use the map to adjust the location used to determine your pickup area. Dragging the marker to a new position won’t change the address you’ve entered.

Note: Changes you make to the address or contact information here won’t affect your location settings in your Square account.

Site visibility

On this tab, choose what websites the location should be visible on. Your customer will be able to buy items from your location on the sites you select.

Advanced Settings

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:

  1. From your Square Online Overview page, go to Fulfilment > Collection& Delivery.

  2. Select Advanced settings.

  3. 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.

  4. Select Save when finished.

Update Fulfilment and Prep Time Settings for Items

Item fulfilment

Your location is now ready to accept collection orders, but your items may not necessarily be available for collection. To default the fulfilment method for newly added items to a specific fulfilment method:

  1. From your Square Online Overview page, go to Items > Item Preferences or Shared Settings > Item Preferences.
  2. Under ‘Default item fulfilment’, select Edit.
  3. Check the fulfilment methods of your choice.
  4. Select Save when finished.

All items imported in the future will default to your selected fulfilment methods.

Note: You can edit fulfilment for your existing items using the bulk editing method.

Item prep time

You can also set individual prep times for your items if some items take more time to prepare. To do so:

  1. From your Square Online Overview page, go to Items > Site Items.
  2. Select a physical or food & beverage item from your site items list.
  3. Go to the Fulfilment section. If the fulfilment method includes Collection and/or Local delivery, use the drop-down menu to select a different prep time for the individual item.
  4. Select Save when finished.

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.

Set up Preorders

You can set up preordering for an item by editing it. To get started, log in to your Square Dashboard:

  1. From the Item Library, select the item that you want to edit.
  2. Within the Square Online settings section on that page, toggle on ‘Sell as preorder’. Your item must have collection or delivery enabled.
  3. Select Set up preorder settings to choose the date or date range when the item will be available for collection or delivery. You can choose any date or time from 24 hours up to 365 days in advance.
  4. Optionally, you may choose to Customise fulfilment hours to choose the specific fulfilment hours within the selected date range. (e.g. if you set the time range to 10:00 – 14:00, buyers can choose only these hours for collection or delivery on the specified collection or delivery dates.) If you leave this option unticked, your location’s standard collection or delivery hours will apply.
  5. Enter the ‘Preorder cutoff’ date: This is a date and time after which you would like to stop taking orders for the item. The item won’t be available to order online after the specified date and time.

You can always make changes to your item’s preorder status, edit dates or preorder availability or turn off preordering from the Edit item page.
Note: The preorder option is only offered with selected paid plans.

Buyer Experience

When you set up preordering, your customers will see a badge on your item page showing that the item is available for preorder and the fulfilment window. When they add the item to their basket and proceed to checkout, they will see and can edit the collection date and time, as well as the location information.

If the customer’s order contains a standard item along with a preorder item, the collection date will be adjusted to the preorder fulfilment date. They will see a notification about this change and can adjust their order, or order separately if they need to collect the item immediately.

Manage Collection Orders and Alerts

When you’ve finished preparing an order, navigate to the order in your Square Order Manager. Learn more about managing online orders with Square.

When you enable collection, you can also turn on text message notifications so that customers receive texts about their order status. Learn more about from Square Online for more information.

Customer Experience

While ordering

When a customer visits your Order Online ordering page, they’ll need to enter their address before viewing the menu. If you have multiple locations set up for pickup, the customer will see the menu for the closest location.

After ordering

Once a customer places a pickup order, they’ll be given the earliest possible pickup date and time based on your hours, order limiting, prep time, and pickup estimate settings for the chosen location. If curbside pickup is turned on, customers can check a box to request that before paying for the order.

They can also leave a tip on the order during checkout. Learn more about checkout options for more information on tipping.

Note about the customer experience

Orders with mixed fulfillment methods will affect checkout. If a customer has items in the cart with different fulfillment methods (such as an item for pickup and another for shipping), they’ll see a message on the checkout screen letting them know they need to purchase these items separately.

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.