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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. 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.

Start Setting Up Self-serve Ordering

You can set up self-serve ordering for one or more locations. To get started, in your Square Online Overview page, go to Fulfilment > Self-Serve Ordering and select Set up QR codes.

Self-serve ordering overview

  1. 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 station. Print and place an ordering card wherever you want customers to order from.
  2. Guests scan the QR code to open your online ordering page using their mobile device. They can select items, add special requests, place their order and pay directly from their mobile device. Since everything’s processed online, there’s no need to handle credit cards or cash.
  3. Once your customer completes their order, the order will appear on your Square POS, and feed directly to your kitchen ticket printer or kitchen display system (KDS). Since each QR code is connected to a specific ordering station, your staff can see exactly where each order came from.
  4. Fulfil the self-serve order in whatever way works best for your business. Customers will see instructions and other information on your online ordering page to let them know what to expect.

Things to know before you start

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 in your Square Online site editor by selecting Publish.
  • Self-serve ordering only works with the Order Online ordering page template. If you haven’t already done so, be sure to create or switch to the Order Online template.
  • 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 site switcher menu in the Square Online Overview page.

After you select Set up QR codes, proceed using the following steps.

Choose Items

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 tick boxes, then select Continue. Learn more about adding items and categories to Square Online.

Note: You can also update fulfilment settings later for multiple items at once using the bulk editing method.

Add Customer Instructions

Square-Online-Self-Serve-Instructions-EN

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 with the setup of your business. Add details for your stations such as a group name, a name for each station and the number of total stations. Select Save when complete and select Add ordering stations again to add more. Finally, select Continue to complete the last steps and preview your QR codes.

Get Multiple QR Codes

To preview and download your QR codes:

  1. Select Get QR code on the Self-Serve Ordering page.

  2. Choosing one of the following options:

    1. 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.

    2. 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.

  3. Choose your design with one of the following options:

    1. Ordering card with QR code: Pre-designed cards with instructions. Great for quick and easy printing and setup.

    2. QR code only: QR codes to place on your own designs.

  4. Choose the stations you want to Download. Print your downloaded document and place your QR codes where they’re needed.

Note: To try out the live ordering process, scan a QR code with your phone and place a test order on your site to see it in action.

Edit Self-Serve Ordering Settings

Self-serve ordering has additional settings you can edit or enable after setup.

Edit ordering stations

You can edit your ordering stations at any time by selecting Edit from the Self-Serve Ordering page and selecting Edit under ‘Ordering stations’.

Note: If you choose to edit your ordering cards by reducing the number of stations you have, you’ll also end up disabling 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.

Enable open tabs

Enabling open tabs allows customers to continue ordering items on the same tab throughout their visit. They’ll enter payment information upfront, but won’t need to check out and pay until the end of their stay. With open tabs disabled, customers need to pay individually for each order they place.

To enable open tabs, select Edit from the Self-Serve Ordering page and toggle it on.

Learn more about self-serve ordering open tabs with Square Online.

Sell alcohol

With self-serve ordering, you can allow your customers to place alcohol orders online while dining at your restaurant or attending your event. You can also place a limit on how many alcoholic items a customer can order.

To allow alcoholic items for self-serve orders, select Edit from the Self-Serve Ordering page and select Edit under Alcohol. Toggle this feature on and set an optional limit. Select Save to apply the changes.

Learn more about selling alcohol with Square Online for additional details specific to self-serve ordering.

Add a service fee

To add a service fee for self-serve orders, select Edit from the Self-Serve Ordering page and select Edit under ‘Service fee’. Choose either a set amount or a percentage of the total, then enter the amount or percentage you’d like to charge. Select Save to apply the changes.

Edit customer instructions

You can edit your customer instructions at any time by selecting Edit from the Self-Serve Ordering page and selecting Edit under ‘Instructions to customers’.

You can also use these other optional features with self-serve ordering.

Enable customer notes

You can 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:

  1. In your Square Online Overview page, go to Settings > Checkout or Shared Settings > Checkout.
  2. Select Edit customer inputs.
  3. Under ‘Checkout fields’, tick the box to allow notes from customers.
  4. Select Save when finished.

Order tipping

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 when they check out.

Learn more about checkout options for more information on tipping.

Use a Single QR Code

If you don't need multiple QR codes mapped to all of your ordering stations, Square Online also generates a single QR code for every site. To manage and use a single QR code, go to your Square Online Overview page and select Website > Site Preferences. Place this QR code on marketing materials to point directly to your site for customers to order.

Learn more about setting up site preferences for Square Online and accepting QR code payments with Square.