Setting up an online store with Square is a straightforward process that can help local businesses and non-profits reach more customers. This guide will walk you through creating your Square Online store, embedding it into your existing website, and adding your store as a custom tab on myCARD. Additionally, we'll cover how to set up shipping options and taxes within Square.
Step 1: Create a Free Square Account
Sign Up for Square:
Visit the Square Sign-Up page.
Enter your email, create a password, and provide your business details.
Verify your identity by providing personal information as required.
Link Your Bank Account:
Add a verified bank account to receive payments from Square.
Step 2: Set Up Your Square Online Store
Access Square Online:
From your Square Dashboard, navigate to Online > Online.
Design Your Website:
Choose a theme and customize your site using the Square Online site editor. Add your business information, images, and other content.
Create and Organize Items:
Add products to your store by navigating to the item library in your Square Dashboard. Enter item details such as name, description, price, and images.
Configure Website Settings:
Adjust settings for checkout options, SEO, and other preferences from the Square Online Dashboard.
Step 3: Embed Your Square Online Store into Your Website
Create an Ordering Page:
Build an ordering page in Square Online where customers can shop your products. Copy the URL of this page.
Embed the Link into Your Website:
Open the HTML editor of your existing website.
Add a link to the Square Online ordering page in your website's navigation menu or within the content where you want the store to appear.
Publish Your Changes:
Save and publish the changes to your website.
Test the link to ensure it correctly redirects to your Square Online store.
Step 4: Adding Your Store as a Custom Tab on myCARD
Create a Custom Tab:
Log in to your JustMy account.
Navigate to the Content Hub.
You have a default "My Content" tab with the free account. With Pro you can add more tabs.
Click the dropdown arrow on your tab and then click the + sign to share you link. Save and now it's on your card!
Embed the Store Link:
Use the URL of your Square Online ordering page and embed it into the custom tab on myCARD.
Share Links to the Tabs:
Share the links to your custom tabs on your digital business cards, making it easy for recipients to access and purchase items directly.
Step 5: Setting Up Shipping Options on Square
Configure Shipping Settings:
Go to your Square Online Dashboard.
Navigate to Settings > Shipping.
Set Shipping Address:
Update your "Shipping From" address if necessary.
Select Destination Regions:
Add regions you ship to and deselect any areas you do not wish to ship to.
Set Shipping Rates:
Use flat rates for simplicity. Enter a name for the rate, set a price, and select how the rate is charged (per order or per item).
Pro Tip: Ensure your shipping rates cover your costs without overcharging customers.
Step 6: Setting Up Taxes on Square
Configure Tax Settings:
Navigate to Settings > Taxes in your Square Online Dashboard.
Set Up Sales Tax:
Add tax rates for the regions where you are required to collect sales tax. Square can automatically calculate sales tax based on the shipping address.
Apply Tax Rates to Items:
Ensure all applicable items have the correct tax rates applied.
By following these steps, you can set up a Square Online store, embed it into your existing website, and add it as a custom tab on myCARD. This integration will streamline your sales process and make it easier for customers to purchase your products. Additionally, configuring shipping options and taxes within Square ensures a smooth and compliant transaction process. Use this guide to enhance your online presence and grow your business efficiently.