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Unboxing & Setup
PAX A920 MAX
PAX A920
Verifone T650
Elo Z30
PAX E700
Elo Paypoint & PAXS300
Elo Paypoint & Verifone T650c
Ingenico Moby5500
Cash Drawer
Comms Base
Printer
Scanner
SocketScan Mobile S720
Login for the First Time
Staff Management
Add a User
Add Groups
Sync Changes to the App
Inventory Management
Taxes
Item Library
Import an Item Library
Item Screens
Add Modifiers
Add a Modifier Set
Discounts
Item Alert Messages
Store Setup
Store Operations
Customize Receipts
Marketplace
Order Ahead
Invoice
Virtual Terminal
Analytics
Sales Summary
Sales
Transactions
Batch - End of Day
Complete a Transaction
Checkout
Overview
Countertop
Handheld
Mobile
Overview
Portal
Auto-Batch Closing
Batches
Branding
Calendar
Discounts
EBT Reporting
Edit Locations
Invoice
Item Alert Messages
Item Mix
Merchant Settlement Report
Prior Period Comparison
Tenders
Transactions
Virtual Terminal
Appointments
Appointments Enablement and Configuration
Managing Services
Managing Appointments (Portal)
Navigate To Appointment Scheduler (Portal)
Observe Metrics
Schedule an Appointment (Portal)
Appointment Scheduler (Countertop)
Appointment Scheduler (Handheld)
Managing Appointments (POS)
Schedule an Appointment (Customer)
Delivery
Overview
FAQs
Configure Delivery
Manage Delivery Orders
Pause and Resume Delivery
Discounts
Add a Discount
Edit Discounts
Set Discounts for a Location
Dual Pricing
Overview
FAQ
Checkout Using Dual Pricing
Item Library
Activate or Deactivate Taxes
Add a Category
Add an Item
Add an Item Alert Message
Add Modifiers
Add a New Screen Layout
Add a Subcategory or Group
Add Taxes
Assign Modifiers
Item Barcodes
Delete Categories, Subcategories, or Groups
Delete an Item
Delete Item Alert Message
Edit a Category, Subcategory, or Group
Edit Item Alert Message
Edit Modifiers
Edit Taxes
Import an Item Library
Move an Item or Multiple Items
Packaging Overview
Sort Item Screens and Items
Vendor Management
Manage Orders
Add Items to an Order
Apply Tax Exempt to an Order
Apply a Discount
Cancel a Sale
Checkout a Held Order
Current Sales
Hold a Sale
Issue a Full Refund from your Register
Open a Held Order
Remove a Discount
Remove Items From an Order
View and Edit Order Information
Order Ahead
POS App
Home Screen
Manager Override
Open Orders
Perform In-App Tip Adjustments
Search Audit Information
Search Tenders
Tip Screen and Signature Screen
Reset Password
Settings
Add a Modifier Set
Add Printers
Assign Modifier Sets
Delete a Modifier Set
Delete Printers
Edit Items for a Location
Edit Modifier Sets
Enable or Disable Tender Types
Sync Changes to the App
Tip Screen Suggestion
Staff Management
Activate or Deactivate Users
Add Groups
Add a User
Create or Change a User PIN
Delete Groups
Edit Groups and Group Permissions
Edit a User
Enable PIN Login
Timeclock
Add a Role
Add a Shift
Clock In
Clock Out
Delete a Shift
Edit a Role
Edit a Shift
End a Break
Select a Role
Start a Break
View Shifts
Print or Email Shift Summary
Time Clock Dashboard
Timeclock Settings
Timeclock Shifts
Transactions
Checkout Using Cash
Checkout Using a Credit Card
Checkout using EBT
Checkout Using a Debit Card
Export Transaction Data
Processing an EBT Refund
Remove a Tender From a Sale
Search Batches
Search for a Transaction
Use the Signature Screen
Use the Tip Screen
View Batch Audit Information
View Transaction Audit Information
View Transaction Details
Overview
Competitive Benchmark
Overview
Quick Start Guide
FAQ
Customer Demographics
Overview
FAQ
Quick Start Guide
Understanding Demographics
Customer Module
(CRM) Overview - Portal
Add a Customer - Portal
Directory Page - Portal
Customer Details Page - Portal
Setting User Permissions - Portal
Overview - Countertop
Directory Page - Countertop
Customer Details Page - Countertop
Email Marketing
Overview
FAQ
Quick Start Guide
Avoid Legal Pitfalls in Email Marketing
Email Templates Best Practices
Creating Email Marketing Templates for Automations
Do my emails with or without coupons have more effect?
Email Marketing Brevity
Effective Messaging Through Email Marketing
Guide to Customer Engagement
Targeting Through Email Marketing
Loyalty
Overview
FAQ
Quick Start Guide
Marketplace
Gift Card
Gift Card Overview
Gift Card FAQs
Boost Holiday Sales
Gift Card - Point of Sale
Gift Self Service FAQs
Ensure Gift Program Success
Promote Gift Cards
Gift Card Ordering
Gift Quick Start Guide
Gift User Guide
Marketing you Gift Cards
Google Ads
Overview
FAQ
Quick Start Guide
A/B Testing with Google Ads
Creating a Call to Action
Creating Google Ads Content
Language and Tone
Using Keywords with Google Ads
Using Market Segmentation
Google Business Profile
Overview
FAQ
Quick Start Guide
Adding Photos
Keeping Customers Up to Date
Managing Reviews
Maximizing Your Google Business Profile
Payment Analytics
Overview
Quick Start Guide
Comparing Performance
New vs Returning Customers
Hosting Special Event to Boost Business
Track Direct Mail Campaign Results
Using Daybook
Reputation Management
Overview
FAQ
Quick Start Guide
How Review Stars Affect Your Sales
How to Win Back Customers Who Leave Negative Reviews
Managing Your Social Reputation Effectively
Postal Code Marketing
Respond to Negative Reviews
Responding to Online Reviews for Business Reputation
What impact do my social media ads have?
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