How to connect Sadie to Square for restaurant phone orders
Hospitalité
Conor Robinson
At a glance
What it does: Sadie takes pickup orders by phone from your Square Online Menu and puts them straight into Square.
What you need: an active Square account, a Square Online Menu, and a Sadie account with a phone number.
How long it takes: a few minutes, plus a test order.
Plan: phone ordering is on Sadie's Orders plan ($349 per location a month, billed yearly).
Where it's available: listed in the Square App Marketplace in Australia and Canada, and available in the US.
Phone orders without the scribbled notepad. Once Sadie is connected to Square, callers can order from your real menu, pay by text link (or at the counter if you allow it), and the order appears in Square like any other.
Here's how to set it up.
Before you start
Make sure you have:
An active Square account, and a Square login that can access the location you want to connect.
A Square Online Menu. Sadie orders from your Online Menu, not from items that only exist elsewhere in your Square catalog.
A Sadie account with a phone number. The Connect to Square button stays greyed out until your Sadie account has a phone number.
Your takeout hours set in Sadie. These decide when Sadie will take orders.
Step-by-step: connect Square
Open POS Settings in Sadie. Go to Settings → POS Settings.
Choose Square. Under POS Integration, select Square.
Click Connect to Square. Square opens in a pop-up. If nothing appears, allow pop-ups for the page.
Sign in to Square and approve access. Use the Square account that owns the location.
Pick your location. When the pop-up closes, open Select Location and choose the exact restaurant. Each Sadie account connects to one Square location.
Set your pickup timing. Leave Use pickup ETA from POS on and Sadie will quote pickup times based on how busy your Square orders are. The estimate refreshes about every 15 minutes. Or turn it off and set a fixed time between 1 and 120 minutes (it starts at 20).
Click Save.
Check it says Connected to Square and Active.
That's it. You're connected.
Place a test order before going live
Don't skip this. Call your Sadie number and:
Order something with modifiers, like a burger with no onions and extra cheese.
Ask for the earliest pickup time and check it matches what you expect.
Pay with the text link (it's a real charge, so refund it afterwards) and check the order appears in Square, paid.
Check the names match exactly. The items Sadie confirmed on the call should match the ticket in Square.
Try ordering outside your takeout hours to make sure Sadie politely says no.
How payment works
Pay now by text link (default). Sadie texts the caller their order, total and pickup time with a secure Square payment link. If the link isn't paid within about 30 minutes, the order is cancelled.
Pay at the counter (optional). Turn this on if you want callers to choose. The order shows in Square with a clear note that payment is due at pickup.
Good to know
Pickup only. Square phone orders are for pickup. For delivery callers, Sadie can text your online ordering link if you set one up.
Menu changes sync automatically. Change something in your Square Online Menu and Sadie usually has it within a few minutes.
Sold-out items: to stop Sadie offering something, remove or disable it in your Square Online Menu.
Regulars get a shortcut. If a caller has ordered before, Sadie can offer "the same as last time".
Multiple locations: each Sadie account connects to one Square location, so set up each restaurant separately.
Payment links don't ask for a tip.
Troubleshooting
The Connect to Square button is greyed out.
Your Sadie account needs a phone number first.
No locations appear after signing in.
Check the Square login can access an active location, then disconnect and reconnect.
The menu is empty or out of date.
Make sure the items are in your Square Online Menu, then save a change in Square and wait a few minutes.
I connected the wrong location.
Click Revoke Authorization, reconnect with the right Square account, choose the right location and save.
FAQ
Can Sadie take phone orders into Square?
Yes. Sadie takes pickup orders from your Square Online Menu and creates them in Square.
Does Sadie work with Square in the US?
Yes. It's listed in the Square App Marketplace in Australia and Canada, and available to US restaurants too.
Can callers pay over the phone?
Not by reading out a card number. They get a secure Square payment link by text, or you can let them pay at the counter.
Does Sadie take delivery orders through Square?
No. Square phone orders are pickup only, but Sadie can text callers your online ordering link for delivery.
Want to see Sadie and Square in action?
