Scheduling Orders

[CheesecakeLady]

I just moved my website from doteasy to square online and I have a few questions - these also transfer to my terminal.

My business is cheesecakes. I do not do same day pick ups, so I have to have customers schedule their pick up day and time. So far, I cannot find a way to set that up online, so I have added a modifier for every single item in my list that requires a customer to type in a date and time, kind of annoying to be honest, but so far has worked. I have my minimum time set to 2 business days, but that doesn't seem to solve the problem without the modifier I set up as there was nowhere else for a customer to choose a day to pick up.

Secondly, when taking order over the phone, I usually enter it in as a ticket to be saved and just type in their pick up date and time, however there is a "Schedule" option that i can't seem to figure out. I can go through and schedule the date and time, but then CANNOT create a ticket with it and the order just sits on the screen. So is there a way to save a ticketed order AND schedule it for a future pick up day and time?

[Summer2024 · Accepted solution]

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:

1. Go to Account Settings
2. Look for "Fulfillment" 
3. Then choose "Pickup & Delivery"
4. Enable "Order Pickup"
5. 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:

• Set up Order Manager

• Turn off dining options to create orders from your Square POS app. Learn how to create and manage dining options.

• Update your device and point of sale app to the latest software versions.

From the Square POS app with standard mode enabled or from the Square POS app:

1. Go to Checkout.
2. Add items to the current sale.
3. Tap Review sale > Schedule.
4. Add an existing customer to the sale or tap Add Customer to create a new customer.
5. Select an order type (Pickup or Curbside). Tap Next.
6. Select a Pickup location and time.
7. Tap Done.
8. Tap Charge to continue the checkout flow.

From your Square Dashboard, you can manually create a pickup order using Virtual Terminal.

1. Sign in to Square Dashboard and go to Orders & payments (or Invoices & payments or Payments) > Orders > All orders.
2. Click Create Order.
3. Click Quick charge or Itemized sale and add transaction details.
4. Add the relevant payment details.
5. Click + Add a customer to select an existing customer or Create customer.
6. Under Fulfillment details, select Add pickup.
7. Enter the pickup details, including the order name and the pickup date and time.
8. Review the order details, then click Create order.

I hope this helps! 

[CheesecakeLady]

Thank you SOOOOOO much!!!! that really helped. I wish the scheduler would work on the POS and not just the Virtual Terminal - almost all of my customers pay at pickup, so when I get to the end, I can't charge the payment yet. It did work well on the Virtual Terminal though, one extra step but at least it works!

[Summer2024]

YAY! I'm so glad this worked for you!🤗

[yolvonnay]

How is this Virtual Terminal "Pickup" order cashed out when the customer pays with cash at the register? Thanks