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Contact Forms in Square Online

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Adding a contact form to your Square Online site makes it easy for visitors to get in touch with you while keeping your personal contact information private.

If you were to simply add an email address directly to your website, there wouldn't be a way to protect your inbox from being flooded with spam entries. Additionally, when someone selects a linked email address on your Square Online site, the visitor's device will try to open an email program or app (e.g. Outlook, Apple Mail, etc.), which only works if the visitor who selected the link has such software installed on their device. They'd otherwise have to manually copy and paste the email address into their inbox to reach you.

Instead, use contact forms to prevent spam and make sure the emails you're spending time reviewing are legitimate. They also allow visitors to contact you quickly to do things like ask about your items or services, request event information, ask for a custom quote, and much more. There are several pre-made form types that you can either use as-is or customize to meet your needs.

Note: Data submitted via contact forms isn't secure. Never request or collect any sensitive personal information with contact forms.

Add a Contact Form Section

To add a contact form:

  1. In your Square Online site editor, go to the page you want to add a contact form to.

  2. Select +Add > Section and choose the Forms templates to add the template suited for your needs.

  3. To customize and add more fields to the form, select the form in the editor and select +Add a question in the editing panel.

  4. Adjust other aspects of the form as needed and Publish your site to see the changes live.

Contact Form Templates

When adding a contact form, you can choose from the following template options:

  • Contact us: A basic contact form.

  • Catering request: A form to request catering, with fields for a date, time, location, and number of guests. This is great if you're selling food online in large quantities.

  • RSVP/Registration: A simple form for responding to an event invitation.

  • Custom quote: A form to allow visitors to request a quote for services with fields to provide details. This is great if you already use Square Invoices to bill for your services and want to allow visitors to start requesting quotes for them.

  • Appointment request: A form to allow customers to provide their contact information, along with a preferred date and time. This is great if you already use Square Appointments.

  • Event request: A form for customers to provide details on an upcoming event, with fields for date, time, and number of guests.

  • Wholesale inquiry: A form for customers to request wholesale information, with fields for contact information and product details.

Since all of the forms are customizable, you can pick the one that best suits your needs and customize it as needed.

Customize and Manage Your Form

If the default form fields work for what you need, you can leave them as-is, but you can also edit, add, rearrange, and remove questions to customize them further. You can also change settings to do things like direct entries to a particular email address or prevent spam.

To perform these actions, start by selecting your contact form section in the Square Online site editor. You'll see these options appear in the editing panel.

Edit questions

Select any item in the questions list found in the editing panel to open the settings. All form fields allow you to change the label or mark it as required. Some questions also have additional options (e.g. Dropdown and Multiple choice), which allow you to create a list of items.

Add questions

Select +Add a question in the editing panel and choose a question type from the following options:

  • Multiple choice: Adds a list of items for customers to pick from. You can customize the text, add more choices, and allow users to pick more than one option at a time.
  • Short answer: Adds a text box suitable for brief written responses.
  • Long answer: Adds a text box suitable for longer written responses.
  • Dropdown: Adds a menu with a list of customizable choices.
  • Date: Adds a date picker with a calendar to choose a specific date.
  • Time: Adds a time picker with a list in half hour increments. Visitors can also type in a time.
  • Address: Adds a street address field.
  • Name: Adds a name field.
  • Email: Adds an email address field.
  • Phone number: Adds a phone number field.

Rearrange questions

Select an item in the questions list, and drag it up or down to change its position within the form.

Remove questions

Hover over a question in the editing panel and select the trash can icon. If you accidentally delete a question, you can restore it using the undo button in the editor.

Edit form content

Edit the following form content:

  • Section title: Change the content and style of the title text displayed near the contact form.
  • Section description: Change the content and style of the text underneath the title.
  • Button: Change the name, size, style, and color of the submit button.

Edit form settings

Edit the following form settings:

  • Form confirmation: Add a message that displays after a visitor submits the form.
  • Form name: Choose an internal title for your form. This helps you identify which form’s entries you’re reviewing when you have multiple forms on your site.
  • Email notification: Enter in the email address you’d like form entry notifications to go to.
  • Enable opt-in checkbox: Add a checkbox to your form to get opt-in consent from your users for marketing and promotional material.
  • Enable Google CAPTCHA: Enabling CAPTCHA prevents your form from receiving spam.

Customize your form’s design

You can customize the following design options:

  • Layout and color: Choose a different layout style and color scheme for the section.
  • Background: Change the background of the section to a color or image.

View and Export Form Entries

To view and export your Square Online contact form entries as a CSV file:

  1. In your Square Online Overview page, go to Website > Form Submissions.

  2. Select a contact form from your list.

  3. Select Export.

Note: Be sure to export entries from the correct form if you have multiple forms throughout your website.

Troubleshooting

When a customer submits a contact form entry through your website, you’ll receive an email notification at the email address entered in the form settings.

If you aren't receiving your form entries via email, check your spam folder in your email account. If you do see the notifications in your spam folder, indicate they aren't spam so future entries don't also go there. If you don’t see them there, you may want to have the submissions sent to a different email address.

You can also view all contact form entries on the Form Submissions page. This page displays an overview of all messages sent through your forms. Select a form title to view individual entries or export them to a CSV file.

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