Set up your point of sale with Square for Restaurants

Before you begin

Once you receive your Square hardware, you can set up your point of sale with Square for Restaurants. With Square for Restaurants, rather than using your email address and password to sign in, you sign in with a device code. You can only use a device code on a single device — so if you have multiple devices for a location, you need to create a unique code for each device accessing the Restaurants POS. Once you create a device code, you can sign in and start taking orders.

You need access to your Square Dashboard to select your point of sale and create a device code, and you need your hardware in front of you to download the Square Restaurants POS app and sign in with the device code.

• Device profile: A device profile is a specific configuration of device settings. Devices (by way of device codes) can be assigned to device profiles. With device profiles you can keep settings for multiple devices the same, by assigning the device codes to the same device profile. Then, any change you make to the device profile setting gets applied to all of the assigned device codes. 

• Settings templates: Settings templates offer service specific settings configurations that you can assign to your devices to get started quickly. There are 3 settings templates: Table service, Counter service, and Bar or lounge.

Step 1: Add a point of sale device and create a device code

1. Sign in to Square Dashboard and select Settings > Device Management.

2. Under Devices, click Add device.

3. Select a point of sale device or a kitchen display depending on the device you need to create

4. Select the application to use on the device - in this case Square for Restaurants

5. If you are setting up a mobile device (Square Terminal or Mobile Kit) select Handheld, otherwise select Countertop

6. Assign the device to the location where you plan to use it.

7. Assign the device to an existing Device Profile or set it up as an individual device either by choosing a settings template from the list or customizing the device settings yourself. If you haven’t created device profiles yet, you can always assign device codes to device profiles later on.

8. Enter a Device Code Name for the device 

9. Your new device code will display on your screen. You can select Send Device Code to send yourself the code via email or SMS message, select Copy to copy the device code to your clipboard, or write the device code down. You can then use this device code to sign in on your device.

10. Click Done.

Step 2: Download the app and sign in on your point of sale device

You need to download Square Restaurants POS app to your device and sign in. Select your device for specific instructions. Note: Square for Restaurants Mobile on Square Terminal and compatible Android devices requires a Square for Restaurants Plus or Premium subscription.

Next steps

Learn more about getting started with Square for Restaurants from one of these Support Center articles:

• Set up Square for Restaurants

• Connect hardware and accessories with Square for Restaurants

• Set up device codes

• Create and assign device profiles