How to modify pickup location and date

Sorry, but setting up items is always such a multi-day pain! Still working on this one. I created and item as type event to be held on May 3rd and such-and-such location for $15.75. I had someone test the payment link.

 

The message presented to the payer says, "your order will be ready on Monday, May 5th". What? The item setup clearly says the event is on May 3rd. Also, it's and event, there's nothing to pickup. It also days "Pick up at ..." and gives my home address. Again, what? There is an event address clearly configured in the item.

 

There is a box on the user's screen for "Add coupon" . There are no coupons. How do I remove that?

 

Finally, I have had other item-links on Square for years and I normally get an email saying someone has paid. I got nothing this time.

 

I've looked in the item edit page and I find nothing to change these settings so the user gets the correct information when they make a payment.

 

Help appreciated.

1,185 Views
Message 1 of 3
Report
1 Solution
Square Champion

Solution

Hey — I totally get the frustration. Setting up events in Square Online can feel like a maze, especially when it defaults to settings that don’t match your situation. Let’s break this down:

  1. Wrong Date & Pickup Message:
    Even though the item is set as an event, Square still defaults to a pickup fulfillment method unless you change it. That’s likely why it’s showing your home address and that weird “ready by” date.
    To fix this:

  • Go to Online Dashboard > Items > Site Items, then find your event item.

  • Edit the fulfillment method and either set it to none or custom with a note about the event (so clients won’t see pickup info).

  1. "Add Coupon" Box:
    That shows up by default if you have any discounts or coupon codes active, even if they’re not connected to this item. If you want to hide it, make sure no discounts are running under Online > Discounts or deactivate any codes that aren't in use.

  2. No Payment Notification:
    Double-check your email notification settings under Settings > Notifications in your dashboard. If your Square account is linked to multiple emails or team members, it’s possible the alert went to a different address or got filtered out.

It’s a lot for just one link — but once you fine-tune it, it should run smoothly.

View Solution >

1,143 Views
Message 2 of 3
Report
2 REPLIES 2
Square Champion

Solution

Hey — I totally get the frustration. Setting up events in Square Online can feel like a maze, especially when it defaults to settings that don’t match your situation. Let’s break this down:

  1. Wrong Date & Pickup Message:
    Even though the item is set as an event, Square still defaults to a pickup fulfillment method unless you change it. That’s likely why it’s showing your home address and that weird “ready by” date.
    To fix this:

  • Go to Online Dashboard > Items > Site Items, then find your event item.

  • Edit the fulfillment method and either set it to none or custom with a note about the event (so clients won’t see pickup info).

  1. "Add Coupon" Box:
    That shows up by default if you have any discounts or coupon codes active, even if they’re not connected to this item. If you want to hide it, make sure no discounts are running under Online > Discounts or deactivate any codes that aren't in use.

  2. No Payment Notification:
    Double-check your email notification settings under Settings > Notifications in your dashboard. If your Square account is linked to multiple emails or team members, it’s possible the alert went to a different address or got filtered out.

It’s a lot for just one link — but once you fine-tune it, it should run smoothly.

1,144 Views
Message 2 of 3
Report

"Frustration" is the key word! I have been professionally designing web portals for 20 years and the Square site is among the most labyinthine I've used. Setting up items on Amazon or Market Place is painless by comparisonI always dread setting up a new item on Square! I do so rarely, so I don't get acclimates to the idiosyncrasies and nuances.

 

Calling the help desk was worthwhile they are patient and do a good job.

 

Thank you for replying to my post.

 

I don't know if differernt people get different menu selections, but I often find the navigation instructions I get don't exactly correspond to my screens.

I have no Dashboard > Items > Site Items. I have Dashboard > Items & Order > Items. I do have "Fulfillment Method" in the 3-dot menu. "None" isn't a choice, but un-checking all methods seems to work.

 

I have no Online > Discounts. Under Online I have Items > Coupons which takes me to a link to "Go to Square Marketing". Going there let's me create a coupon, but doesn't show any as existing. I do find "Dashboard > Items & Orders > Items > Discounts", and I can create a discount, but no existing coupons are shown. So, I guess I can't get that "coupon" notice off my link page at the moment.

 

I did go to "Accounts & Settings > Notifications > Account" and checked "Per Payment". That almost works, but I just get notification that a payment was made, how much and the last 4 of the credit card. I don't get any information or name or email of the person making the payment. As this is an event, I need to know who bought the lunch ticket. Otherwise, this payment link is pretty useless. I have another Square account I've been using for 4+ years for dues payments and I get a notice with name and email of every person who makes a payment there. The help desk was puzzled on this one, but I do have Analy with Square Up working on this for me.

1,120 Views
Message 3 of 3
Report