Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Open checkout from the queue
This tutorial shows how a Fiserv store takes payment on the front-desk iPad. Cards go on the Clover Compact reader; the tip and signature happen on the iPad. When a guest finishes, tap "Checkout" in the sidebar. Guests waiting to pay are listed on the right. Tap "Checkout". The checkout page lists the visit on the left. The amount due, the tip option and the payment methods are on the right. The tip option defaults to "Guest chooses · card reader": the guest picks a tip on the iPad, and the tip goes on the reader together with the service. Tap "Card" to open the reader list, and pick the Clover Compact at the front desk. Below are the four steps the guest goes through on the iPad. If the reader is unavailable, tap "Key in card number". Tap the charge button at the bottom right, then turn the iPad to the guest.
▶ Play from this scene2Customer screen: tip and card
Customer screens are always in English, whatever language the front desk uses. The guest picks a tip first. 18% is selected by default; they can pick another percentage, tap Custom to type an amount, or tap No tip. The guest taps Confirm Tip, and the iPad asks them to pay on the reader. This amount already includes the tip. The guest inserts or taps the card on the reader. It shows Processing, then Approved. Once the card is approved, the iPad moves on by itself. The front desk does not need to tap anything.
▶ Play from this scene3Sign, hand back, print
Next the guest signs on the iPad, rates the therapist, and can leave an email for the receipt. The guest taps Confirm, and the screen asks them to hand the iPad back to the front desk. The front desk sees the completion page. With auto-print turned on, the reader prints the receipt by itself. To print another copy, tap this button. The Order# on the receipt is the Kuee order number; use it to find this charge in CardPointe. While the guest is still here, tap "Book next visit" to book the next visit, or tap "Done".
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