hi today we're going to review how to
enable an order page for your retail
business on square online store so to
begin with I'm in the square dashboard
and I have two ways to get the square
online store you can see here online
store we have a dashboard card so I
could click get started here or I could
scroll down and click online store here
so I'll begin with the dashboard card so
it says get started it's taking me to
the online order experience so I'll go
ahead and click get started and now this
is transitioning me into the onboarding
experience so it's asking me today how
do I plan to fulfill orders so I'm gonna
select ship items to buyer and I'm also
going to say allow in-store pickup and
then I'll hit continue and for today I'm
gonna go ahead and do a single ordering
page getting this allows me to get up
and running really quickly so I'll
select that box and click continue
and now it's building my store and as
its building my store it's also sinking
my item so it's bringing my items over
my modifiers over my variations over and
that's one of the benefits of Square
online store is that all of your catalog
is being brought over so that all you
need to do is just double check your
items in your catalogue build your
online order page and then publish so
now here I'm gonna go ahead and hit done
and now I'm in the square online store
dashboard so we're gonna skip the video
tutorial and let's take a look here so
one of the first things I like to do
want something the dashboards let's just
make sure my items came over so I'm
gonna go to items and I'm gonna go to
item library I always like to review
them once they come over and so for my
store it's pretty simple I only have
three items for our demo today there
they are
I'm a coffee mug shop I have my boss mug
my create mug and my striped coffee mug
so I'm gonna go ahead and hit done
because those are I'll have all been
migrated over and I'm gonna go ahead and
pull it up and let's see boss mug is
there
is my product description it's visible
and it says it's the fulfillment type is
selected to also that's shipping plus
pickup and delivery so that's important
because right now we don't separate
pickup and delivery but I can offer
shipping I can offer pickup to my
customers so that looks good
the other piece would be I don't have
any variations but if you did oh part of
me I do $8 variation of course and then
my modifier so if I had any modifiers I
wanted to add I could do that here under
manage modifiers so this item my boss
mug looks good but I do want to also add
an image because all of my products do
have images so I'm going to add that
there and I have a real simple way to
now upload my images to square online
store so it's uploading right now and
one of the other benefits of square
aligned store is that it does sync
images so as I add images the square
online store it will also sync with my
POS so I'm gonna go ahead and hit save
here and that's great so we've added
that and now I'm gonna click create mug
here and let's see I'm gonna create mug
item title I'm gonna go ahead and just
add a quick description it's marked as
visible it's also its fulfillment looks
good shipping pickup and all which is
shipping pickup and delivery but you
don't have to offer delivery we'll talk
about that in a second there's my
variations by $10 price and my modifiers
but I don't need to make any so for this
one I will also quickly update a photo
upload a photo and so that's uploading
right now so that looks good there
and again these photos will go ahead and
sync as part of our syncing process
between your POS and your Square online
store so this is another good feature of
square aligned store it really makes it
easy for you to only make changes once
and have those changes replicate across
both your POS and your
online store so that's always a good
benefit so there it goes it's just
finishing up now it's going ahead and
uploading so that looks really good
we'll just wait for that to do that and
then what we'll do is we'll take a look
at three meeting options for us under
items because once you've reviewed your
idol and you reviewed the site the item
title and the product description and
you've made sure that fulfillment
methods look good
this is obviously visible which means
it's on the website shipping and pick up
delivery and all is all is now set so
that's good because I want to support
those two fulfilment options so now I'll
click Save okay so I have two items
uploaded the other thing I like to talk
about is categories because with
categories you have the ability to
create categories for your items and so
categories are one of the things that
don't sync over two square online store
so if I had for example Premium mugs I
could create that category I would click
Choose items and then I would simply
choose from the premium lugs here and
put them into my category and so that's
a real easy way to get your categories
going and assigning the relevant items
to your categories so I'll go ahead and
click cancel because we're not gonna add
any categories today okay good so we
have our item library we had a chance to
review categories and now let's go to
settings real quick because I'm a single
location operation and if we're gonna go
to pickup and delivery here and what's
really important about this is in pickup
and delivery we really get to look at
the location settings and so here's my
business coffee mug depot I'm in
Illinois and right now I'm set up for
pickup and delivery actually just set up
for pickup part of me so you can see
that I'm set up for pickup because its
toggled on and what's not toggled on is
delivery and that's okay because today
I'm just focused on shipping and I'm
only focused
pick up so let's evaluate these locate
location settings and you're going to do
that by clicking edit location settings
here and the first thing you're going to
want to do is confirm the timezone show
the Chicago that's good that's our
timezone and I'm going to run and make
available online order for pickup from
Monday through Sunday from 9:00 to 5:00
so this is good this is setup from 9:00
to 5:00 this means I'm accepting online
orders for pickup between 9:00 and 5:00
and that means you can come to the store
and pick up your order as soon as nine
o'clock so let's scroll down looks like
Saturday and Sunday aren't enabled so
I'm going to go ahead and put 9:00 to
5:00 here and then on Sunday I'm gonna
put 9:00 to 5:00 here so that's good
it's a seven day a week operation now
prep time prep time is the amount of
time it takes me to fulfill an order for
pickup so in my case I need an hour for
prep time so for my pickup that will for
my pickup orders I'll give me sufficient
time to have the order ready and
fulfilled so when they come to the store
they can pick it up so I'm gonna keep it
as an hour but if I use this drop-down
menu you can see you have quite a few
options to choose from now this option
says allow customers to schedule the
preferred pickup time now that allows
customers to schedule orders in the
future so today's Sunday if I wanted to
go ahead and pick up a schedule a pickup
for Tuesday I could do that so I want my
customers to be able to do that so I'm
gonna go ahead and click that tick box
and we're not interested in delivery
settings today so I'm gonna skip those
but here's the final area pickup and
delivery instructions let customers know
important pickup and delivery
requirements so for me I'm gonna say
please head to online online orders
counter when arriving at this bar and so
this is some additional directions I can
give the folks after they place their
order it allows them to understand where
they need to be when they arrive at my
location and how they can
Lector online order so I'm gonna go
ahead and click Save here and let's
review so I have online I have my pickup
enabled I have my appropriate online
order hours at my prep time I'm allowing
orders to be placed in the future I have
my pickup instructions listed and I've
allowed
I've been enabled mark orders as ready
as yes and what that means is from my
workflow as an order comes in I will
review it I will fulfill it and then I
will mark it as ready and when I mark it
as ready in my POS it will send a text
to my customer informing them that their
orders were they for pickup at my store
so that would be the major reason you
would want to do that now the last thing
I would say as you can see here that I
you can also support curbside pickup and
so if you're interested in supporting
curbside pickup you would just tick this
box now it's grayed out here and that's
because there's no phone number here so
I'm gonna go ahead and just quickly put
phone number here and when I save that
there we go now it's available for me to
enable for now I'm not going to enable
it but I just wanted to show you that as
part of your setup process so there we
go I have my phone number I can always
enable curbside pickup down the road
okay so now that we have our pickup
location settings configured this I want
to quickly click on shipping because
this is where you're going to edit your
shipping settings and so square lines
store we ship from a primary address so
I'm a single location so this is my
primary address and you'll just click on
add region to start the configuration
process for your shipping settings and
for today we're not going to cover that
but I did want to call out where you
would do that and how you would begin
that process by clicking add region so
for our purposes and getting the online
order page going let me click on website
go ahead and click on overview
and now what's happening is I'm being
taken into the editor and the first
question is do I want to sell items a
ship yes I have some other selections
like collect email address I definitely
want to do that so let's show your
Instagram feed I'll pause on that for
right now and I have some other options
I could select from so I think for the
time being
selling my animals the ship collect
email addresses those are good things
I'm gonna go ahead and hit next I could
add my logo here which I'm not going to
do currently but you could upload your
logo file there so I'm gonna go ahead
and skip this step and then here's the
opportunity for you to choose your fonts
and your colors and we won't do that now
but I'll go ahead and finish this step
right here
and now my site is being built basic
outline and it's presenting me with
three domain name options I can register
a domain name for my business I can use
a domain that I own currently at another
registrar or I could use a free square
subdomain so I'll do that today and so
I'm going to overwrite this and I'll
just say coffee Depot mugs dot square
dot site and let's see if it's available
and just add an e there for coffee and
we'll say use I'm good that's set so
we'll come back to that stuff in a
second okay so now we're in the editor
and here is my navigation here is my
main banner here on my feature product
section and now here's my basic email so
first things first we'll click on the
nav section and what I'm going to do is
just click in here and I will simply
just say coffee depot
that's the name of my business so we'll
go ahead and do that and then I'm gonna
click on this section and I think I'm
gonna go ahead and just overwrite this
here and I'll just simply say welcome
and you'll notice as I click in
the main banner it's opening up this
left-hand nav and one of the things that
we want to look at is the layout option
so you can see I have any different
layout options here to choose from I
also have my banner headline which I
just changed to welcome and I my action
bottom button here which I'm going to
keep I chopped now but I do want to add
an image because I think that is
important so let's go ahead and go back
to layout and let's see actually here we
go a section style I'm gonna click on
add image and I can use my own images or
free photo so I'll use the free photos
and I'm just going to type in coffee see
what comes back for coffee and maybe
I'll be a little bit more specific
coffee mugs there you go so I like that
one right there so I'll go ahead and use
that one and now it's being added
directly to my store so that's very nice
so I'm gonna click done cuz that's my
main banner and now I might featured
products so this is really interesting
this is where I could highlight some
very specific products that I want to
call out as part of my shopping
experience so in this case I'm gonna go
ahead and click on the featured items
section and I can choose from this
navigation what items I want to appear
in my in my featured items so I'm gonna
go ahead and click these three right now
and hit save and you'll see they're
added directly to the featured item
section but I'll go ahead and click on
this last one hit edit item I want to
take a quick look at that third one
forgot to add a photo to him so I'm
gonna go ahead and click upload and that
is this one right here and I'm gonna go
ahead and hit open so it's nice I can do
some actions to my items directly from
the square online store editor which is
a really nice feature so that's
uploading right now and I'll give it a
second to kind of upload there now I'm
going to hit save okay so I have my
three items so the lot the other thing
I'd like to do is I'm going to hit done
and I'm going to scroll down here email
subscription looks good my footer looks
good so this is coming together nicely
I'm kind of
my nice home page setup' welcome here's
my shop now button so now the shop now
but this is the most important part
let's go ahead and talk about that
because now that you have your logo you
have your you know welcome banner
message you have your action button
enabled we have our items enabled and we
have our subscription enabled I'm gonna
go ahead and click this little page nav
and you'll see it'll take me to the shop
all button so I'm gonna go ahead and
click that and what do we have here but
we have all the products listed for sale
and if I had other categories they would
be listed here but for right now I don't
have any categories because I'm just
simply selling these three items so the
shop all page is an opportunity for you
to really highlight all the items you
have for sale and then as we talked
about earlier you would have created
those categories and signed different
items to your categories so sometimes
you may have a very large catalogue here
and you may say to yourself you know
what I don't know if I really want to
take people to the homepage initially
and present this page them I think maybe
it what I may want to do is simply route
all traffic directly to this shop all
page and if you wanted to do that you
would just simply click this gear icon
and you can make the shop all page your
homepage so that's pretty cool because
let's say you're using your you have an
existing website and you're just
creating a new tab on that website
called shop and on the shop tab that
you're creating you want to direct
everybody to your square online store
this would be a very easy way to do that
you would just simply click this setting
and then you would be able when people
land on your site they will land
directly on your shop ball page so I
think I'm ready to publish let's go
ahead and click publish and now you can
see there's my temporary square-free
third-level domain from square so I'm
going to click that and it's gonna take
me to my home page and there are my
feature products and there's my email
collection and if I click shop now
it's not going to the shop all page now
that's because I didn't configure it so
let's go ahead and configure that action
button so one of the things you'll want
to do is you'll be in the edit section
so we'll go ahead and click Edit website
and what we'll do is we're going to go
to the home page and we're gonna go
ahead and edit that section so click on
main banner again that opens up the left
nav and I'm gonna click on action button
and right now that shop now goes to
featured items but I'm gonna actually
since I built a shop off page I'm gonna
actually say let's go to the shop all
section I'm gonna go ahead and hit save
perfect so now that I've saved that my
action button will now route to shop all
I still have my featured items down here
in my email collection
so now let's publish that again and I'm
gonna go ahead and click on the publish
site and let's just test that navigation
one more time and what'll be nice about
that is we'll just have one more another
opportunity to double-check the site so
we have welcome and there's my featured
products but I'm gonna go ahead and
click shop now and now it takes me to
the shop all page so another interesting
area to look at is the main banner
because there's different sizes here so
I thought I'd just call that as well
it's let's go to the the inner section
style and you see it's set to medium and
you know I actually want to reduce the
size that so I'm gonna make it extra
small and there you go so now we've
tightened that up and kind of raised the
visibility of featured products so now
I'm gonna go ahead and hit done and I
think the last thing I was just going to
say is what would it look like if we
made this the home if we made the shop
ball page the home page
so in that case I'll go back to shop all
and here is my shop call page and I'll
click here and say
make this my homepage so I just made
that our homepage and now that I've made
it our homepage let's exit out of here
and what I can do is I'm going to go
back to that site we created so here is
the original site now I'm going to
refresh and now that I've made it the
home page I need to publish the site one
more time so let me do that after we
publish the site so I'm going to go
ahead and republish and I'll click here
and now it takes me straight to the shop
all page and so keep that in mind
because that could be a really good
experience this skips the home page
we're taking customers directly to the
product they can click on the product
and they can just basically start
shopping right away add the item to
their heart and then proceed to checkout
so on that note let's just fix let's
just review the experience we haven't
enabled shipping yet so why don't we
focus on the pickup experience so
there's the location I'm going to I'm
gonna go ahead and hit done and then I'm
going to check out so I place my order
for pickup so I'm just going to put my
email address in here and I'm gonna put
my name in here Chris and my last name
charity and now I'll put my phone number
in here
great so this is basic information we're
collecting from the customer I'm gonna
go ahead and hit next and then you can
see that I can pick this up as soon as
possible
or I could schedule for later for a
future time so as soon as possible is
okay for me we're reinforcing when I can
pick it up tomorrow at 10:00 a.m. and
here's the address I'm gonna pick it up
at and then here's those pickup
instructions I created and then I would
hit next I would then input my payment
details hit next and then I
review and complete my order and when I
complete my order I would get an email
confirmation and I would also get a text
message confirmation of text messages
are enabled on your square online store
and finally you as the seller would get
an email alerting you to the sale it
would also appear on your square online
store dashboard and it would also appear
in your POS and square reporting so
that's a quick tutorial on how to enable
your online ordering page and launch
with square online store