Navigate the Square Online Overview Page in Dashboard | Square Support Center (2024)

What’s in this article?

Navigate to Square Online in DashboardOverviewWebsiteItemsOrdersFulfillmentReportsMarketingCommunicationsSales ChannelsAppsSettings

The Square Online Overview page in Dashboard contains key information about your website and additional tools to help you grow your business online. This includes your domains, email adresses, ecommerce features, and more. You can also access the Square Online site editor right from the Overview page to build and edit your website.

To learn more about building a website with Square, check out getting started with Square Online. You can also learn how to navigate the Square Dashboard to access other Square products in your account.

Below, you'll understand what each link in the navigation menu means and what you can do to manage the different aspects of Square Online.

Navigate to Square Online in Dashboard

Navigate the Square Online Overview Page in Dashboard | Square Support Center (1)

To navigate to Square Online in Dashboard:

  1. From your online Square Dashboard, go to Online > Online to open the Square Online Overview page.

  2. Use the navigation menu on the left to access the various tools within the platform.

Note: If you have multiple sites in your account, you'll see a line break in the navigation menu. This line break indicates that all tabs above it are for the specific site you're viewing, and all tabs below it affect all of the sites in your account (regardless of the site you're currently viewing).

Top toolbar options

  • To return to the homepage of your online Square Dashboard, select the menu in the upper left where it says Online and select the Home icon. You may also access other Square products from this menu.
  • Upgrade your Square Online account. Check out pricing and features to learn more.
  • Get Support for Square Online in our Support Center.
  • Use the menu on the upper right to access your Account settings from your , access other tools, or sign out of Square. Note: Your version of Account settings in Square Online may be different and won’t take you to your Account & Settings page, but a different page that is specific to Square Online only. This version won’t impact your Square account or other Square products. Learn more about how to manage your Square Online subscriptions for more information.

Overview

This is the primary landing page for Square Online in your Square Dashboard, which provides a snapshot of your website's stats for the week. You can complete the following actions on the Overview page:

  • Select Edit site to quickly open the site editor. Learn how to navigate the Square Online site editor.

  • Quickly confirm if your site is accepting online orders or not.

  • To create multiple sites in Square Online, select the site switcher dropdown menu in the upper left to see the other sites in your account. This dropdown menu is visible on all tabs within Square Online.

  • Hire a professional designer to build your website by working with one of our Square specialists.

Website

Go to Website to:

  • Edit your website using the Square Online site editor.

  • View and manage all domains currently hosted at Square. You can also view and manage all of your email inboxes based on those domains. Learn more about getting started with domains for Square Online and getting started with Google Workspace for Square Online.

  • Manage SEO to optimize your website pages.

  • View contact form submissions you’ve received if you have a contact form on your site.

  • Change your site preferences.

Items

Go to Items to:

  • Manage the items and categories displayed on your website.

  • Change settings for Gift Cards.

  • Change settings for customer reviews.

  • Manage Square Online item sync to choose how items sync between Square Item Library and your website.

  • Change item preferences.

  • View item options and variations.

Orders

Go to Orders to view and manage online orders from your Square Order Manager.

Fulfillment

Go to Fulfillment to configure fulfillment settings for:

  • Shipping

  • In-store and curbside pickup

  • In-House Delivery or On-Demand Delivery

  • QR code ordering

Reports

Note:View advanced reports by upgrading your Square Online subscription.

You can review reports and stats related to Square Online in Square Reports, where you'll find a wide range of data on various aspects of your business and website. Learn more about Square Online reporting.

Marketing

Go to Marketing to start setting up an email marketing campaign for your website. Learn more about getting started with Square Marketing.

Communications

Go to Communications to:

  • Start customizing email and text alerts.

  • Add pop-ups to your website.

  • Set up Facebook Messenger.

  • Set up abandoned cart emails.

Sales Channels

Go to Sales Channels to:

  • Make retail items shoppable on Facebook Shops and Instagram Shopping with Meta for Business.

  • Add "Order Food" buttons to your Facebook and Instagram profiles with Facebook Food Ordering.

  • Increase food orders on your site with Order with Google.

Apps

Go to Apps to manage the apps connected to Square Online from the Square App Marketplace.

Settings

Square Online has multiple kinds of settings you can manage depending on how many websites your account has. Learn more about Square Online settings.

Note: Some of the options outlined above will be located in settings when you have multiple websites in your account.

Navigate the Square Online Overview Page in Dashboard | Square Support Center (2024)

FAQs

Navigate the Square Online Overview Page in Dashboard | Square Support Center? ›

Access the Site Editor

From your online Square Dashboard, go to Online > Online to go to the Square Online Overview page. Select Edit site to open the Square Online site editor.

Where is my Square online overview page? ›

Access the Site Editor

From your online Square Dashboard, go to Online > Online to go to the Square Online Overview page. Select Edit site to open the Square Online site editor.

How do I get to the online Square Dashboard? ›

Hello, how do I find my dashboard? You can get to your Square Dashboard by entering in your email address and password to squareup.com/dashboard. Check out our Support Center for a walk through of navigating your Dashboard.

Why can't i access Square Dashboard? ›

Why can't I view my online Square Dashboard? Most issues involving the Square Dashboard are caused by an unsupported or outdated browser, or by a browser that needs its cache cleared.

How do I view transactions on Square Dashboard? ›

Go to Transactions on your online Square Dashboard. Click any of the filter drop-down menus to filter by date, payment method, type, status, location, source, team member, risk level, or card number. Select a transaction to view more details or issue a new receipt or refund a transaction.

What information syncs between your Square Dashboard and your Square Online Dashboard? ›

When customers purchase items from your website, the customer and order information syncs between your Square Online Overview page, and your Order Manager in Dashboard and Square POS.

How do I reset my Square website? ›

There may be times when you're editing your Square Online site but prefer to start completely over with a clean canvas. To reset your site design: From your Square Online Overview page, go to Website > Site Preferences. Select Reset to default.

What is your Square Dashboard? ›

The Square Online Overview page in Dashboard contains key information about your website and additional tools to help you grow your business online. This includes your domains, email adresses, ecommerce features, and more.

Why is my Square not working? ›

If you're having trouble accepting chip and PIN or contactless transactions: Ensure that your Square Reader is fully charged and that you have a strong Wi-Fi or cellular data connection. If Square Reader and device are more than 10 feet apart, move your Square Reader and device closer when in use.

Is Square customer service 24/7? ›

Need help? Call our Customer Success team available 24/7 to Suite Elite Members on Square at (855) 700-6000. When you call in, you will need a customer code unique to your Square account, which you can find here.

How do I add items to my Square Dashboard? ›

Create Items in Dashboard
  1. From your online Square Dashboard, go to Items & Orders > Items to open your Square Item Library.
  2. Click Create an Item.
  3. Click the Item type dropdown menu and choose an item type.
  4. Enter item information such as a name, description, and image.

Does Square report to the IRS? ›

Square is required to issue a 1099-K and report to the IRS when you process $600 or more in credit card payments. Where do I get my 1099-K form? No need to check your mailbox (we won't be sending a paper copy) — you can download your 1099-K form on the Tax Forms tab of your Square Dashboard.

Does Square have a customer service number? ›

You should contact Customer Service at 1-866-200-8599 as soon as you believe any error, including as the result of an unauthorized transaction, has occurred and no later than sixty (60) days after the subject error was available for viewing on the Square Dashboard.

How do I change my Square online template? ›

Click the Pages drop-down in top left-hand corner, find the Category Pages section, click the three dots, then select Switch template. Once here, you'll be able to switch between Shop All and Order Online. It's currently not possible to edit the text displayed on this button.

How do I get a detailed transaction report from Square? ›

Visit Reporting > Reports in your online Square Dashboard. Click the date-selector tool to view a specific timeframe. Click the location-selector tool to view a specific location. Select Filter By > click one or more filters to apply to your report.

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