Set Up Self-serve Ordering and QR Codes with Square Online
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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 space or anywhere you want them to order from. 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.
Here's a general overview of how self-serve ordering works:
Self-serve Ordering Setup
You can set up self-serve ordering for one or more locations. In your Square Online Overview page, go to Fulfilment > 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 fulfilment 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.
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. Select Continue when you’re finished adding instructions.
Add Ordering Stations
Select Add ordering stations to start creating ordering stations that match the setup of your business. Add details for your stations such as a group name, a name for each individual station and the number of total stations. Select Save when complete and select Add ordering stations again to add additional ordering stations as needed.
Select Continue to complete final steps and preview your QR codes.
Get QR Codes
To preview and download your QR codes, select Get QR code on the Self-Serve Ordering page.
Start by 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.
Next, 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.
Lastly, choose the stations that you want to download and select Download. Print your downloaded document as needed and place your QR codes where they’re needed.
Note: To try out the live 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.
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.