If you are switching from another POS, starting fresh, or realizing your current Square setup is missing half of what it should be doing, this is for you.
Square POS Configuration
Your point of sale is fully set up for your business type. Items, categories, modifiers, and variants are built out correctly so your team can ring up orders without confusion. Tax settings, tipping, receipts, and checkout flow are configured for how you actually operate. Whether you have five items or five hundred, your item library will be organized and ready for your team to use from day one.
Square Online Store
Your Square Online site is built and connected to your POS, so inventory and orders sync automatically. Whether you need a simple ordering page or a full product catalog, we build it to match how your customers buy from you. Any change made to your item library in Square will be reflected in your online store instantly no manual updates needed.
Online Ordering & Delivery Integration
Online ordering is enabled and connected to your POS, so orders come in directly without a middleman. Delivery set up through DoorDash Drive or your preferred delivery method and connected to Square, so everything flows in one place. Customers place orders, you get notified, and the order is routed to your kitchen or fulfillment process automatically.
Google Business Profile Connection
Your GBP is updated and connected to your Square Online store, so customers can find you on Google, see your current hours and menu, and place orders directly from search results. This is one of the most underused connections in Square and one of the highest-impact things we do in every local business setup. When someone searches your business on Google, they will see your live menu and an order button without ever leaving the search page.
Payment Processing Setup
Payment methods configured correctly, including card, contactless, Square hardware if applicable, Buy Now Pay Later options where relevant, and invoicing if your business needs it. We make sure your payment flow works the way your customers actually pay and that you are not leaving any accepted payment types turned off.
Customer Directory and Marketing Foundation
Customer profiles are set up to collect and organize buyer data automatically every time someone pays. Square Marketing or email integration is connected, so you can reach your customers without starting from scratch every time. This turns every transaction into a future marketing opportunity, including automated campaigns, loyalty programs, and customer re-engagement, all run from the same customer data Square is already collecting.
Staff and Permissions
Team member profiles, roles, and permissions are configured so your staff can access what they need and nothing they should not. Owner and manager passcodes are set up separately from team passcodes, so your financial data and settings stay protected. If you have multiple team members or shift-based scheduling, we set up Square Team to match how your business actually operates.
Testing and Handoff
Every setup is tested end-to-end before we hand it off. We run a test order through the full flow from item selection through payment to receipt to confirm everything is working correctly. We walk you through your completed setup on a video call, answer your questions, and make sure you know how to use everything we built. You leave with a working, connected system and the confidence to run it without calling us first.
