Add contact forms to your Square Online site
About contact forms
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. Use contact forms to prevent spam and make sure the emails you're spending time reviewing are legitimate.
Contact forms 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.
You can choose from the following contact form 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.
RSVP/Registration: a 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.
Appointment request: a form to allow clients to provide their contact information, along with a preferred date and time.
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.
You can edit, add, rearrange, and remove questions to customize your form. You can also change settings to do things like direct entries to a particular email address or prevent spam.
Before you begin
You can create contact forms from your Square Dashboard.
To perform these actions, start by selecting your contact form section on your site in the editor. These options appear in the editing panel.
Before you can respond to form entries with your Square Online or Square Messages add-on, add them to your Square Point of Sale app. Learn how to manage your Square point of sale add-ons.
Add a contact form to your site
To add a contact form to your Square Online site:
Sign in to your Square Dashboard and go to Sales channels > Online > Website > Edit site.
Select the page you want to add a contact form to.
Select +Add > Section and expand the Forms option to choose the template best suited for your needs.
To customize and add more fields to the form, select the form on your site and select +Add a question in the editing panel. You can edit, rearrange, and remove questions, as well.
Adjust the Style and Content of your pop-up, including the Layout, Title and Text, and Background. These options vary depending on the type of pop-up.
Adjust the Settings, including the Popup Name, Timing, and Schedule. These options vary spending on the type of pop-up.
Customize your form as needed and Publish your site to see the changes live.
Respond to form submissions
Keep track of form submissions sent from your Square Online site by continuing the conversation in your Square Messages inbox or from the Square Online add-on in your Square Point of Sale app.
When a customer replies to a contact form on your website, a new message thread and notification appears in your Square Messages inbox. If the customer isn’t in your Customer Directory, they are automatically added when they submit a form.
You have a few options to respond to a form submission with Square Messages.
- Sign to your Square Dashboard and select the Messages icon in the navigation bar. Select the message and send a response.
- In your Square app, select ≡ More > Messages. Select the message and send a response
- Reply directly to the email sent to your inbox
- Select Respond at the bottom of the email sent to your inbox.
When a customer replies to a contact form on your Square Online site, a new notification appears in your notifications inbox in your Square Point of Sale app. If the customer isn’t in your Customer Directory, they are automatically added when they submit a form.
To respond to a form submission with the Square Online add-on:
- Open your Square app and select ≡ More > Add-ons > Online.
- Select Form entries.
- Filter your form entries by Source (your contact form name) or Status (read or unread).
- Select the form entry you want to reply to, then type your message in the box.
- Select the arrow to send your message.
View and export form entries
You can view all contact form entries through Square Messages and 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 as a CSV file.
You can view and export your Square Online contact form entries as a CSV file from your Square Dashboard.
Sign in to your Square Dashboard and go to Sales channels > Online > Website > Form Submissions.
Select a contact form from your list.
Select Export.