Hi, @CheesecakeLady !
Let's break this down into two parts:
Online Ordering Pick-up Scheduling There's actually a better way to handle this than using modifiers. Here's how to set it up properly:
A. Set Up Order Fulfillment:
- Go to Account Settings
- Look for "Fulfillment"
- Then choose "Pickup & Delivery"
- Enable "Order Pickup"
- Configure:
- Preparation time
- Available pickup times
- Time slot intervals
- Maximum orders per time slot
This will add a proper date/time picker to your checkout process instead of using modifiers.
In-Person Order Scheduling
With Square Order Manager, you can manually create orders across multiple channels and manage the fulfillment of orders for either pickup, shipping, or delivery.
You can create orders from the Virtual Terminal in Square Dashboard or the Square Point of Sale app.
Before you can create orders, you need to do the following:
From the Square POS app with standard mode enabled or from the Square POS app:
- Go to Checkout.
- Add items to the current sale.
- Tap Review sale > Schedule.
- Add an existing customer to the sale or tap Add Customer to create a new customer.
- Select an order type (Pickup or Curbside). Tap Next.
- Select a Pickup location and time.
- Tap Done.
- Tap Charge to continue the checkout flow.
From your Square Dashboard, you can manually create a pickup order using Virtual Terminal.
- Sign in to Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > All orders.
- Click Create Order.
- Click Quick charge or Itemized sale and add transaction details.
- Add the relevant payment details.
- Click + Add a customer to select an existing customer or Create customer.
- Under Fulfillment details, select Add pickup.
- Enter the pickup details, including the order name and the pickup date and time.
- Review the order details, then click Create order.
I hope this helps!
