Square POS Retail Setup: Customize Checkout for Faster Sales

Learn how to customize Square POS for retail checkout so your staff can move through transactions more efficiently and keep commonly used items, discounts, customers, and payment options easier to access. In this tutorial, we walk through Square’s Retail Mode settings in the Square Dashboard and then show how those settings work on the actual point-of-sale device. You’ll see how to configure checkout behavior, payment options, customer collection, shortcut grids, saved carts, service charges, gift cards, split payments, and more. In this video, you’ll learn how to: Create and configure a Retail Mode in Square Choose between Quick Select and Expanded View for item variations Configure pickup, shipment, and negative stock warnings Set up Quick Amounts for custom transactions Understand Square offline payment options Customize available payment methods Configure tipping, signatures, and receipt settings Collect customer information before or after checkout Configure buyer-facing checkout screens Add customers to retail transactions Work with products and item variations Use barcodes to speed up checkout Build custom shortcut grids for frequently used items Add discounts and checkout actions to your POS screen Sell and manage gift cards Save and reopen customer carts Add service charges Use cash, card, payment links, invoices, gift cards, and other payment methods Split payments between multiple amounts Manage receipt and loyalty prompts after checkout A well-organized Square POS layout can reduce the number of screens your staff needs to navigate during common retail transactions. This video shows how to configure those tools around the way your business actually checks out customers. If you use Square for Retail, Square POS, or Square Online, like the video and subscribe for more step-by-step Square tutorials. Need help configuring Square for your business? We also provide Square system build-outs, Square Online websites, custom integrations, consulting, training, and ongoing support. #Square #SquarePOS #SquareRetail #SquareForRetail #PointOfSale YouTube Chapters 00:00 Improve Square Retail Checkout 00:16 Create a Retail Mode 00:44 Quick Select vs Expanded View 01:03 Fulfillment and Stock Warnings 01:30 Quick Amount Settings 01:48 Offline Payment Settings 03:13 Order Ticket Options 03:44 Payment Methods and Refund Settings 04:42 Tipping Settings 05:41 Signatures and Receipts 06:13 Customer Information Settings 07:10 Buyer-Facing Screen 07:50 Square POS Demo 08:05 Add and Create Customers 09:04 Products and Item Variations 10:03 Using Barcodes for Faster Checkout 10:13 Customize Square POS Shortcuts 11:00 Add Frequently Used Items 12:09 Add Discounts and Checkout Actions 13:18 Use Your Custom Shortcut Grid 13:58 Gift Cards 14:24 Save and Reopen Carts 15:25 Service Charges 16:19 Checkout and Payment Methods 16:48 Split Payments 17:30 Receipts and Loyalty 18:01 Final Checkout Tips 18:14 Square Services and Support