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Set up and manage your online ordering profile

Who is this article for?
  • Only account owners can create an online ordering profile.
  • Account owners or team members with online permissions can adjust online ordering profile settings. Set permissions in Square Dashboard.
  • Square for Restaurants Free, Plus, and Premium subscribers and Square Online Free, Plus, and Premium subscribers.
  • Square Free, Square Plus, and Square Premium subscribers with advanced restaurants capabilities added. Add capabilities in Square Dashboard.
  • Sellers with full service, quick service, or bar mode enabled in the Square Point of Sale app.
  • About online ordering profiles

    Online ordering profiles offer a branded online presence for food and beverage businesses at no extra cost (processing fees apply), functioning with the ease of a mobile app without the commissions or fees typically associated with marketplace platforms. Online ordering profiles use your menus and menu items to build an online catalog that customers can browse and purchase from. With online ordering profiles, you can:

    • Quickly set up and personalize your profile, including your menu and branding.

    • Make your menus available during certain times of the day (think breakfast, lunch, dinner, etc.) to accommodate your menu hours.

    • Promote your profile by sharing your link or QR code on various platforms such as Google, social media, or even your countertop.

    • Enable customers to place instant, secure orders using Cash App, credit, or debit, with Cash App users benefiting from one-tap checkout with their saved payment details.

    • Allow customers to redeem discounts, promo codes, and gift cards during checkout.

    • Set up and apply taxes and service charges.

    Additionally, your profile automatically synchronizes between Square and Cash App, making it even simpler to manage and grow your online business.

    Before you begin

    You can create an online ordering profile and customize the following settings from Square Dashboard:

    • Branding: Logo and brand color

    • Basic information: Profile name and Cashtag

    • About: Business description

    • Pickup and delivery options

    • Google analytic tracking

    • Checkout options: Tipping, customer notes, and enhanced payment verification.

    • Taxes

    • Service charges

    • Store policies

    • You can set up an online ordering profile from Square Dashboard.

    Online ordering profiles are only available to food & beverage sellers.

    Before you create your online ordering profile, you need to create a menu. Learn how to create and update menus.

    Step 1: Create your online ordering profile

    1. Sign in to Square Dashboard and go to Online > Ordering profile.

    2. If your location has a valid address, pickup fulfillment will be set up automatically. You can also set up your location and other online fulfillment methods manually by clicking Add/Confirm location.

    3. Preview your online ordering profile by clicking on your link or reviewing the live preview.

    4. Once you’re ready to go online, click Enable ordering.

    Step 2: Manage online ordering profile settings

    1. Sign in to Square Dashboard and go to Online > Ordering profile > Settings

    2. Set up and customize the following options:

    Branding

    Set your logo and the primary color shown on your ordering profile:

    1. Under Branding, click Edit.
    2. Under Add logo, click + to upload your logo.
    3. Click Save.
    4. Under Brand color, click + to choose a color.
    5. Click Save.

    Basic info

    Edit your profile name and Cashtag:

    1. Next to Profile name, click Edit.
    2. Enter the name you want shown on your profile > Save.
    3. Next to Cashtag, click Edit.
    4. Enter the unique business handle you want to show on Cash App and in your ordering profile URL > Save.

    Note: Cashtag changes are limited to two updates.

    About

    Include a description about your business shown in your ordering profile:

    1. Under About, click Add or Edit.
    2. Enter a description of your business and click Save.

    Pickup and delivery

    1. Scroll to Pickup and Delivery.
    2. Go to the location you want to allow pickup and delivery from.
    3. If applicable, click Confirm location.
    4. Turn the switch on to enable.
    5. Click Edit next to the location name.
    6. Set up and customize your pickup and delivery options.

    Checkout

    Set up tipping:

    1. Turn Order tipping on to set up tipping for orders placed through your ordering profile.
    2. Click Edit and choose Percentage and dollar tips or Percentage tips only.
    3. Enter your preferred tip amounts and set the default.
    4. If you selected Percentage and dollar tips, you can click Edit tip settings to customize how tips are given to your team members. Learn how to set up tip pooling.
    5. Click Save.

    Set up additional checkout options:

    • Turn Allow customers to leave notes on/off.
    • Turn Enhance payment verification on to require customers to complete an extra security step when payment seems suspicious.

    To help protect your business from fraud, payments made with a card linked to Cash App are processed using 3D Secure (3DS). Learn how to use 3D Secure with Square Risk Manager.

    Taxes

    Click Edit to manage sales tax for online pickup and delivery orders.

    The Apply automatically generated tax rates settings for online delivery and pickup orders are automatically activated. Learn how to create and manage sales tax settings.

    Note: Manually applied taxes based on destination for online delivery and pickup taxes do not apply to sales made through online ordering profiles.

    Service charges

    Click Edit to manage service charges for online orders. Learn how to apply service charges.

    Store policies

    You can communicate details about cancellations, refunds, prep time, and quality issues to reduce post-order disputes and cancellations.

    1. Click Add or Edit and enter your store policies.
    2. Click Save.

    OOP-StorePolicies-Dashboard-USEN 1

    Store policies will show when your customers place orders.

    Step 3: View and share your online ordering profile QR code

    1. Sign in to Square Dashboard and go to Online > Ordering profile.

    2. Under Brand, view your Cashtag.

    3. Click the up arrow icon next to Ordering Profile to view and share your online ordering profile QR code and link.

    4. Click Close.

    Step 4: Set up your profile with Google (optional)

    Syncing your business information with Google allows customers to easily discover and order directly from your ordering profile using Google Search and Maps—all at no extra cost.

    Step 1: Connect Square with Google

    By setting up and syncing a Google Business Profile with Square, you can seamlessly manage your Google presence directly from your Square Dashboard. Be sure that you have a physical location as Google requires a physical location to create a Google Business Profile. Online-only businesses that sell virtually are not eligible to sync their virtual locations to Google.

    1. Sign in to Square Dashboard and go to Online > Channels.
    2. Under Google, click Connect.
    3. Choose the Google account to connect with Square and click Get started.

    Step 2: Review locations

    Make sure your Square locations match the location information in Google.

    1. Sign in to Square Dashboard and go to Online > Channels.
    2. Under Google, click Manage.
    3. Click Locations and details.
    4. Under any locations that need review, click Review. Follow the steps to review and confirm location details.
    5. If prompted, choose your verification method from SMS, Call, or Email.
    6. Enter the verification code you receive and click Verify.

    You can edit your location details in Square at any time and they will sync with Google.

    Step 3: Set up Order with Google

    1. Sign in to Square Dashboard and go to Online > Channels.
    2. Under Google, click Manage.
    3. Under “Order with Google,” toggle on Online ordering profile.
    4. Optionally toggle on Set as preferred ordering link on Google. Doing this can help bring you more traffic and avoid high marketplace fees.
    5. Click Save.

    Step 4: Understand information shared with Google & how to stop sharing

    As part of Order with Google, we will send Google your:

    • Online ordering profile URL
    • Online ordering menus with item pricing

    If you decide to connect your Square account to your Google account and sync your Square locations with Google Business Profile, we will send Google any of the following information that you’ve entered in Square:

    • Business name
    • Business description
    • Business address & location coordinates
    • Business category
    • Business type (mobile or physical)
    • Business hours
    • Business phone number
    • Business website links
    • Business logo

    You can review, edit, and delete this information ahead of time or while setting up your Google connection. You can also stop sharing data with Google you’ve already shared at any time.

    1. Sign in to Square Dashboard and go to Online > Channels.
    2. Under Google, click Manage.
    3. To stop sharing your online ordering profile URL and menus with Order with Google:
      • Under “Order with Google,” toggle off Online ordering profile. This will turn off Order with Google for all of your current and future locations with an online ordering profile.
    4. To stop sharing business information with Google Business Profile:
      • For one location: Click Locations and details and disable sync for that location.
      • For all locations: Click Google account, then click Disconnect.

    Step 5: Set up discounts, promo codes, and gift cards (optional)

    You can allow customers to redeem discounts, promo codes, and gift cards during checkout. Learn how to do the following:

    Step 6: Join Neighborhoods on Cash App (optional)

    Neighborhoods on Cash App helps you maximize the potential of your online ordering profile, allowing your customers to follow your business and order through Cash App. By joining the program, you access free direct marketing, neighborhood wide rewards, and a lower processing fee for orders made from Cash App. Learn how to join Neighborhoods on Cash App.

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