Introduction

Keep your customers digitally connected to your store wherever they are.  From their mobile device or computer, your customers can order from an up-to-date menu and product listing.  Your customers will love using this app to streamline how they order from your business.

KEY FEATURES

• Order from anywhere – iPhone, Android phone or computer web browser

• Order updates so that they’ll know when the order was accepted and ready to be picked up

• Get paid right into the same merchant account as your Square POS.

Some of your ordering options include the following:

• Offer store pickup, Delivery options coming

• Pay online right into your store's merchant account (not a separate account)

• Receive orders directly into your Square printer

• Multiple methods to track online order status to make sure you never miss an order

USE THIS APP TO SAVE TIME & MONEY FROM ONLINE ORDERS

Compared to existing online ordering solutions, the Online Order app is fully integrated with your Square POS so that you can manage your business and customers all from one system. Here’s what you don’t need to do anymore.

• No more re-keying of products or menu items.

• No more double entry of orders from a fax or email into your POS.

• Accept all your payments in one account, no more reconciling multiple accounts.

• Save hundreds in Grubhub, Uber & Doordash transactions fees by paying a fixed subscription fee.

GETTING STARTED

PREPARATION

As long as you are an active Square merchant, you can be ready to accept online orders in minutes – whether or not you have a website.  We’ll create a website just for your store that you can share with your customers.

STEP 1: This will eventually lead merchants to the Square app market. For now, merchant needs to contact us directly for the Square Partner App option. 

• Download/install Steps from Square will go here. 

STEP 2: Store Settings

Adjust your store settings so that your online store is customized to the way your business operates.  

The key settings and what they impact are described below:

• Store URL: What would you like your website name to be? We’ve provided a suggestion though you can change it as long as another store is not using it.  We’d recommend something easy to remember and share with your customers.

• Publish Status: When set to "Publish, the store will be displayed in the store directory.  Otherwise, the store is available for access through the Store URL, but will not be displayed in a Store Search.

• Accept Orders: If set to "Yes" then, the store will accept orders.  If set to "No", then users can still access the menu, but the Checkout button is disabled.  Do not use this setting to limit orders during off-hours.  Instead, use the Pick-Up Hours to automate when orders are accepted.

• Verify Customer: When this is enabled, your customers will receive a code via SMS or Email. They enter this code in the Orderspoon site. This confirms your customer’s contact info is correct. 

• Order Alerts: You can enter 1 mobile phone # that will receive a text message whenever an Online Order has been processed

• Allow Guest Order: Your customers can checkout as a Guest when this is enabled. Customers name/email are still entered for every order, but no Orderspoon profile has to be created by your customers. 

• Order Later: Enabling this feature, allows your customers to place an order for a future date/time. You can set how far in advance your customers can place their order for. 

• Show Unavailable Categories: This setting determines if your Unavailable Categories are displayed on your Orderspoon menu or not.  You can set the availability of Categories for specific times during the day. Very useful tool for Lunch/Breakfast that are available during specific hours. 

• Google Tag ID: You can track your Orderspoon analytics with the use of a Google Tag ID

• Pick-Up Order Options:  What is the order preparation time you'd like to provide your customers?  You can set a convenience fees for pickup orders as well as a minimum/maximum order amount.  

STEP 3: Setting up printing options. 

STEP 4: Preview your new online website by visiting the Store Site Name Link

It will look like: https://us.orderspoon.com/orderspoondemostore  Submit a test order and verify the order in the Orders app on your Square POS by doing the following.

• Use a browser and visit the "Store URL".  

• From the menu displayed, select a category and item.

• Select the desired modifiers and add it to the order.

• Tap on Checkout. Click on ¨Checkout as Guest¨

• Enter First Name, Last Name, Phone Number and Email Address.

• Enter in any special Restaurant Instructions

• Enter in Credit/Debit card information

• Select how you wish to receive updates on the order, by SMS text or by Email and complete the order

• In the Square Sales app, you can see which orders have been processed in the store. Your Online Order orders, will appear here. 

• Your customers’ name, phone #, email address and order information will be stored in the Square Customers app. This information will be beneficial for marketing purposes.

STEP 5: Customize the Look and Feel in the Store Interface Settings

Update the branding of the online store by adding your store logo and changing the accent colors. 

• Add your website address to "Navigation Logo URL". 

• Add your store logo

• Change the store background

• Add a header background and logo.

STEP 6: Customize Your Menu in the Menu Settings

Update your item and modifier descriptions for the best online presentation.  It’s likely that your store’s Inventory needs to be adjusted so that it is easily understood by customers.  Here are some of the typical adjustments made:

• Hide Category: You may have Categories that you want to not make available Online. Set the Show setting to Off, this will make the entire Category not available online

• Hide Items: You may have items that should only be available in-store. Set the Show setting to Off, this will make the item not available online. 

• Item Descriptions/Images: The Orderspoon app will use the Item descriptions entered in the Square Items app.

• Category Descriptions/Images: You can add a Category description or/and image via the Orderspoon dashboard

• Category Sort Order: Via the Orderspoon dashboard, you can set the order your Categories will appear online

• Modifier Settings:  You can add an Alternate Name, to provide your customers with easier to understand modifier choices. You can change the order that Modifier Groups are presented with the Sort Order setting.

• Set Category availability by time of day.  You can set what day/time Categories will be available for your customers. Great feature for Breakfast/Lunch specials.

Need more help? Call us at (650) 681-0400.

Our helpdesk is staffed from 8:00 am to 6:00 pm CST, Monday to Friday. Please leave a voice message if you reach outside normal business hours. You can also contact our Support Team at support@4leaflabs.com.