In-House Delivery with Square Online
In addition to shipping, and in-store and curbside pickup, you can also offer delivery for customers in your area if you have your own couriers or delivery staff. You can set up your items to use all of these fulfillment methods, or any combination you prefer, using the batch editing option.
|Don't have your own delivery staff? Try On-Demand Delivery.|
Turn on Delivery
You can set up delivery for multiple locations with business hours, delivery areas, and fees specific to each location. From your Square Online Overview page, go to Settings > Pickup & Delivery. We automatically sync Location information from your Square account here. Click the Set up button and follow the steps below. If you’re already using In-store pickup, you can just click the delivery toggle and move on to the next section.
Click the toggle switch to turn on delivery, and click the no-contact toggle if you would like to offer no-contact delivery. Customers can select this option, and include instructions for the delivery driver when placing an order. Click Next to edit your location settings.
Set Up Hours
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.
Note: If you’re also using the pickup option, you can choose to use the same hours for both delivery and pickup, or use a separate set of hours for each. Click the toggle at the top of the Hours settings to set up separate days and times for pickup and delivery.
Check the box for each day that you will offer delivery, then enter the delivery hours. Click the "+" button to create another time frame to exclude certain hours of the day. For example, if you don’t want to deliver orders during your lunch hour, you can add a range that starts after lunch.
Set Up Order Timing and Scheduling
Next, select a prep time from the dropdown menu. The prep time you set here applies to all delivery orders, so choose an average amount of time that’s likely to cover most of your orders. You can also set individual prep times for your items if some things take more time to prepare. To do so, go to your Square Online Overview page > Items > Item Library/Site Items, and click on an item to edit. Finally, scroll down to the fulfillment section and select a prep time.
Click the toggle if you want to allow customers to schedule deliveries. During checkout, buyers can choose a delivery date and time based on your business hours, prep time, and estimated delivery time.
If you’d like to control the number of orders that need to be delivered at once, click the toggle under Space out pickup & delivery orders, then set the number of orders you’d like to allow. With this option turned on, incoming orders are automatically assigned a delivery time based on your settings.
For example, let’s say you have a 30 minute prep time with an order limit of 1 per 15 minutes, and a delivery estimate of 10 - 30 minutes. You receive 3 orders at 12:00 pm. The first customer’s delivery estimate will be 12:40 pm - 1:00 pm. The second and third customers will see 1:00 pm - 1:30 pm and 1:20 pm - 1:40 pm respectively. When the number of orders exceeds the limit you set, customers see a message during checkout that lets them know you’re busier than usual.
Edit Delivery Settings
You can set up your delivery area using a radius, or by entering specific postal codes, for the locations you’ll deliver from.
To use the radius option, enter a number for your delivery range, and choose miles or kilometers from the dropdown menu. This number should represent the maximum distance you will travel for a delivery, and is based on your location address. If you enter 10 miles, then any customers within a 10 mile radius of your location will be able to place orders for delivery. Customers outside of that radius will see a message that they aren’t in the delivery zone.
The postal code option is pre-filled with your location postal code. You can enter multiple codes by hitting enter after each one. This option is best for highly-populated urban areas.
Next, set up your delivery estimate. The time you enter here should reflect the minimum and maximum amount of time it takes for you to deliver an order. This will be added to the prep time and shown to customers when they place an order. For example, if you offer delivery in a 20 mile radius, your estimated times might be 5 minutes to 25 minutes. If your prep time is 30 minutes, then the customer would see an estimated delivery time of 35 - 55 minutes. We automatically calculate this for you.
You can offer free delivery to all customers, and optionally set a minimum order amount. You can also charge a fee for deliveries, and add a service fee.
If you want to charge a delivery fee, you have a few different options:
You can charge a fixed price delivery fee for all orders.
You can offer free delivery for orders over a certain amount, and charge a fixed price for all other orders.
If you are using the delivery area radius setting, you can also charge different fees based on the distance.
Select Distance-based fee from the menu, then enter a distance and corresponding fee. Check the box if you would like to waive the distance-based fee for orders over a certain amount. You can add more distance-based fees using the + Add fee link.
Use the Fallback delivery fee option to charge a fixed price for orders with a delivery address that isn’t covered by your distance-based fee settings.
To charge a service fee on delivery orders, click the toggle, and select either a fixed amount, or a percentage of the order total.
Click Next to continue.
Update Fulfillment Settings
Use the checkboxes here to quickly change the fulfillment options for your items. Choose any combination of Shipping, Pickup, and Delivery. Click the toggle to default to these settings for all future items.
You can also edit the fulfillment setting for individual items. To do so:
Go to your Square Online Overview page > Items > Item Library/Site Items.
Click on an item to edit.
Select a fulfillment method, then Save.
Click Done to return to the main delivery settings page.
Edit Location Details
Click the Edit location link if you need to make any changes. Use the Edit links next to each section to open and change the settings.
If you need to make changes to the location address, email, or phone number, click Edit next to the address.
You can use the map to adjust the location used to determine your delivery area. Drag the marker to a new position and click Save. Changes you make to the address or contact information here won’t affect your location settings in Square.
Edit Advanced Settings
Next, click the Advanced settings button to configure options that will apply to delivery and pickup for every location.
To prevent customers from submitting large orders that may be difficult to fulfill, click the toggle to enable quantity limits. Enter the maximum number of items you want to allow per order, and optionally include additional information about your policies on large orders. Customers who attempt to place an order exceeding the amount you set here will see this information in the shopping cart.
You can also turn on tipping and select a default tip amount that will be automatically calculated and added to the order. Customers will see the tip as a separate line item when checking out, and they can change the tip amount before completing the purchase.
Use the checkboxes here to set the default fulfillment method for all of your future items. You can also change fulfillment methods from your Online Overview page. Go to your Square Online Overview page > Items > Item Library/Site Items, and check the boxes for the items you want to change. Finally, click the button to set the fulfillment method for all selected items at once.
When you’re finished editing the settings, click Save.
Buyer Checkout Experience
When your customer visits your order online page, they’ll be prompted to enter their address before viewing the menu.
If you have multiple locations set up for delivery, the customer will see the menu for the closest location. If the customer’s address is outside of your delivery area, they’ll be asked to enter a different address.
When a customer places a delivery order, they’ll be given the earliest possible date and time based on your hours, order limiting, prep time, and delivery estimate settings for the chosen location.
Note: At this time, it’s not possible to pay for a delivery order using Paypal or a gift card. If you accept gift cards or have Paypal connected, your customers can still use those options to pay for orders that will be shipped or picked up.
Manage Delivery Orders
When you’ve finished preparing an order, navigate to the order in your Square Online Overview page > Items > Orders.
Click the Mark as Ready button on the upper right, and confirm the items in question are ready. This will change the order status to Ready, and send a notification to the buyer letting them know the order is ready to be delivered. When the customer has received the order, you can finalize it by clicking Mark as Completed.
Tip: When you enable delivery, we automatically turn on text message notifications in your checkout settings. This lets customers enter a phone number to receive text message updates about their order status (United States, Canada, UK, and Australia only). If you don’t want to offer this feature, you can turn it off from your Square Online Overview page > Settings > Checkout > Advanced Settings.
Here are couple of important things about managing orders:
You cannot refund an item that is in Ready status, so you’ll need to change the status to Completed before you can process a refund.
You can disable the Ready option in the Pickup & Delivery settings, but doing so will automatically move all orders you’ve set as Ready to Completed.
Turn Off Delivery
Go to your Square Online Overview page > Settings > Pickup & Delivery, and click the toggle to turn off delivery. You can turn delivery back on with the toggle at any time and restore your previous settings. If you would like to temporarily stop accepting all online orders regardless of fulfillment method, go to your Square Online Overview page > Settings > Checkout, and click the toggle to turn off online ordering.