Email and text campaigns for coffee shops with Square Marketing

Square says you can "send unlimited one-time and automatic email campaigns with prebuilt, customizable campaigns" and send one-time and automatic text message campaigns. Automated texts announce seasonal drinks and win back lapsed regulars. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
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Payment solutions for coffee shops

How each solution supports coffee shops

See what each option adds to the way your business takes and tracks payments.

Square for Restaurants

For coffee shops: Organize drinks, pastries and coffee beans with menu modifiers, kitchen routing and front-of-house checks in one restaurant workflow. Square describes its restaurant POS as "a business technology solution built for single- and multi-location full-service restaurants, quick-service restaurants, fast-casual restaurants, bars, breweries, and multi-concept restaurants." Milk, size, shot and syrup modifiers stay fast to ring, and offline mode keeps sales going if the Wi-Fi drops. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Recommend the Square plan and device mix that fits your service style
  • Build menus, modifiers, taxes, service charges and tip settings before opening day
  • Configure floor plans, printer and KDS routing, and team permissions
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Square Kiosk

For coffee shops: Let customers select and pay for drinks, pastries and coffee beans at a self-service ordering station. Square describes Square Kiosk as a way to "shorten wait times, free up staff, and let customers build their own orders with a customizable, iPad-run device." A kiosk lets guests customize drinks and add pastries while baristas stay on the bar. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Design the kiosk menu flow, photos and upsell prompts
  • Plan placement and mounting (wall, counter or floor stand)
  • Route kiosk orders to the right KDS station or printer
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Square Online (websites)

For coffee shops: Give customers an online storefront for drinks, pastries and coffee beans, with ordering and fulfillment choices suited to your business. Square says its online ordering lets customers "order ahead for free in-person pickup or with on-demand delivery — all without marketplace commissions." Mobile order-ahead with pickup times keeps commuters out of the line. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Sync and tidy your menu so photos, modifiers and hours are correct online
  • Set pickup windows, prep times and delivery zones
  • Connect Order with Google and add Order Now buttons to your site and socials
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Square KDS

For coffee shops: Route drinks, pastries and coffee beans to kitchen displays so preparation teams can follow tickets and order status. Square describes Square KDS as "an efficient kitchen display system you can rely on. Organize and fulfill orders from anywhere, in one affordable solution." A barista-facing screen queues every drink from the counter, kiosk and app in order. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Map your line (stations, expo, bar) and route each item category
  • Mount and network KDS devices and test ticket flow before service
  • Tune timers, colors and bump behavior with your kitchen lead
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Square Loyalty

For coffee shops: Create a rewards program around drinks, pastries and coffee beans, with earning rules tied to how customers shop. Square describes its loyalty tools as a way to "build a loyalty program with custom points and rewards" and "run one-time or recurring promotions offering bonus points." Visit-based rewards fit daily coffee habits better than spend-based points. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Design a reward structure that fits your margins and visit frequency
  • Set up enrollment prompts at the POS, kiosk and online checkout
  • Pair loyalty with automated marketing campaigns
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Square Hardware Setup

For coffee shops: Choose and configure Square checkout equipment for drinks, pastries and coffee beans, including counter, mobile and staff workflows. Square describes Square Register as a way to "run your entire business right out of the box with a fully integrated, two-screen solution," and Square Handheld as "the powerful, feature-packed POS that fits in your pocket." A Register or Stand at the counter plus a Handheld for line-busting covers most coffee bars. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Recommend a device mix for your layout; you purchase directly from Square
  • Plan network, power and mounting before install day
  • Configure devices, printer profiles and device codes
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Square Gift Cards

For coffee shops: Offer gift cards redeemable toward drinks, pastries and coffee beans and track purchased and redeemed balances. Square says sellers can "sell physical and eGift cards from your POS or online store." Coffee gift cards are a top stocking-stuffer and a steady corporate gift. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Set up eGift ordering on your site and social profiles
  • Plan holiday promotions (including bonus cards) and track liability
  • Train staff on selling, checking balances and redeeming
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Square Staff

For coffee shops: Set roles, permissions and schedules for baristas and shift leads, with a clearer view of staffing across shifts. Square says its staff tools let you "set availability, add shifts, manage time-off requests, and publish schedules for your entire team." Tip pooling across baristas on shift splits card tips fairly without manual math. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Set up roles, permissions and pay rates
  • Configure tip pooling rules and cash-tip declarations
  • Build your first schedules and train managers on the Team app
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Square Marketing

For coffee shops: Build opt-in campaigns for drinks, pastries and coffee beans, from new offerings to reminders for returning customers. Square says you can "send unlimited one-time and automatic email campaigns with prebuilt, customizable campaigns" and send one-time and automatic text message campaigns. Automated texts announce seasonal drinks and win back lapsed regulars. Roots Payments, an independent Square Reseller, sets it up and supports it for coffee shops.
  • Segment your customer list and set up the core automated campaigns
  • Write campaign copy and offers for your seasonal calendar
  • Set up consent capture for text marketing at checkout

Square Marketing questions

Questions coffee shop owners ask us before switching.
Square offers email and text-message campaigns. Roots helps organize the audience, campaign setup and customer-consent workflow.
Square supports scheduled and automated campaigns. We help plan the messages, audience and schedule around your business goals.
Bring your audience lists, customer consent records and campaign goals. Roots uses these details to plan the workflow for coffee shops and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Talk to a coffee shop payments specialistAll coffee shops solutions