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

What’s in this article?

Navigate to Square Online in DashboardOverviewWebsiteItemsOrdersFulfilmentReportsMarketingCommunicationsSales 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 Centre (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 Centre.
  • 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 top left to see the other sites in your account. This dropdown menu is visible on all tabs within Square Online.

  • Hire a designer that can build your Square Online site for you via 99designs.

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 optimise 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.

Fulfilment

Go to Fulfilment to configure fulfilment settings for:

  • Delivery

  • In-Store and Click and Collect

  • In-House 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 customising email and text alerts.

  • Add pop-ups to your website.

  • Set up Facebook Messenger.

  • Set up abandoned basket 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 the settings when you have multiple websites in your account.

Learn more about: Dashboard
Navigate the Square Online Overview Page in Dashboard | Square Support Centre (2024)

FAQs

How do I get to my Square Online Overview page? ›

To access the Square Online Overview page, log in to your online Square Dashboard and go to Online > Online. The first tab you'll see is the Overview page, which provides a snapshot of your site's recent performance.

Why is Square Dashboard not working? ›

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 check my Square Dashboard tips? ›

Tips are included in your deposit minus Square's processing fees, which are based on the total amount of each transaction including tax and tip. You can view your credit card tips from your Square Dashboard: Sign in and navigate to the Transactions tab. Use the date selector in the upper left to choose a date range.

What is the virtual terminal overview page in Square? ›

The Virtual Terminal Overview page will show you all of the transactions you've taken at a specific location. You can switch between locations using the location drop-down menu. To filter your transactions, use the “Filter Activity” drop-down menu to easily find transactions based on a date range or transaction type.

How do I edit the Square Dashboard? ›

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.

Is there a problem with Square today? ›

User reports indicate no current problems at Square

Square is a payment provider.

Why is dashboard not working? ›

If all the gauges in a car suddenly stop working, it's typically due to a broken fuse or faulty wiring. To start troubleshooting, you'll need to locate the fuse associated with the instrument cluster. Once you've identified the fuse, you can inspect it to determine if it has blown or needs to be replaced.

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.

Where is account and settings on Square Dashboard? ›

Edit Your Account Settings

Visit Settings > Account & Settings in your online Square Dashboard to update your name, password, preferred Dashboard language, two-step verification settings, and email address.

Why can't I see my items on my Square website? ›

If you've added a featured items section to your website but haven't added any items to display on it, then the items won't appear online. To resolve: From your Square Online site editor, select the section with featured items on it.

Are Square Online and Squarespace the same? ›

Square and Squarespace may sound the same, but are two very different companies in the e-commerce space, enabling individuals and businesses to build a website, sell their products online, and process payments.

How do I find my website on Square? ›

You can see it listed if you go to your Square Online overview page. Click on Online on your Square Dashboard to go to the Square Online, and then you should see it at the top. Sign in and click Mark as Best Answer if my reply answers your question! Your URL will be squareup.com/store/your-business-name.

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