myCONCIERGE: Setting Up a Square Online Store and Adding It to Your Website
Non Profits | August 01, 2024
Question from Sherry M: Can I use Square with my current website? Answer: Yes!

Written by: The #FunCrew of JustMy

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

  1. 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.
  2. Link Your Bank Account:
    • Add a verified bank account to receive payments from Square.

Step 2: Set Up Your Square Online Store

  1. Access Square Online:
    • From your Square Dashboard, navigate to Online > Online.
  2. Design Your Website:
    • Choose a theme and customize your site using the Square Online site editor. Add your business information, images, and other content.
  3. 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.
  4. 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

  1. Create an Ordering Page:
    • Build an ordering page in Square Online where customers can shop your products. Copy the URL of this page.
  2. 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.
  3. 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

  1. 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!
  2. Embed the Store Link:
    • Use the URL of your Square Online ordering page and embed it into the custom tab on myCARD.
  3. 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

  1. Configure Shipping Settings:
    • Go to your Square Online Dashboard.
    • Navigate to Settings > Shipping.
  2. Set Shipping Address:
    • Update your "Shipping From" address if necessary.
  3. Select Destination Regions:
    • Add regions you ship to and deselect any areas you do not wish to ship to.
  4. 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

  1. Configure Tax Settings:
    • Navigate to Settings > Taxes in your Square Online Dashboard.
  2. 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.
  3. 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.

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