Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Pair the reader, turn on tips
This store takes cards through Fiserv, on a Clover Compact reader. First, go to Payment Settings, then Readers, and add the reader. Click Add Reader. The list shows devices on your merchant account that aren’t paired yet; no pairing code is needed. If you can’t tell them apart, check the serial number on the back of the reader. Pick one, give it a name such as Front desk reader, and click Add. At checkout, the front desk picks the reader by this name. Below, you can have a receipt print automatically after each card payment: none, one copy or two. A failed print never affects the payment. Then, in Tips & more, turn on Enable reader tipping. The reader shows the first three percentages, plus Custom and No tip.
▶ Play from this scene2Checkout: start the reader
The service is done. Click Mike’s card, then Checkout in the details. The tip defaults to Guest picks on the reader. The front desk doesn’t have to ask; the guest picks it on the reader. Click Card. The panel already has Front desk reader selected, and it’s online. Click Start reader · $70.00. Only the $70 service amount is sent now; the tip waits for the guest to choose on the reader.
▶ Play from this scene3On the reader: tip, card, receipt
The checkout window says Ask the customer to tap on Front desk reader. Turn the reader toward the guest. The reader asks for a tip first, with the amounts worked out in brackets. The guest taps 18%, then the green arrow at the top right. Then they can insert, tap or swipe the card. No signature is needed. If the store has a card surcharge, this screen adds a line with the credit card amount. The surcharge is on the service only, and debit cards aren’t charged it. The reader shows Processing, then Approved. The reader prints the receipt by itself, and the checkout window jumps to the success screen: service and tip are both collected. The Order# on the receipt is this sale’s order ID in CardPointe. You’ll use it later to match records on the CardPointe website.
Stores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us