1) How to connect Clover with "Pairing Code"
Step 1: Close iPad Smart POS App.
Step 2: Exit Clover screen, place 4 fingers in 4 corners & input password.
Step 3: Open "Network Pay Display" app, click Start.
Step 4: Open iPad Smart POS System.
Step 5: Enter "Manager Password' on Clover.
Step 6: Enter "Pairing Code", the code is from iPad (Located middle screen, where it display "Clover Connected")
DONE!
2) How to Add/Remove service
Step 1: Login owner.
Step 2: At bottom, click "Services"
Step 3: To add service, click Green + icon on top left.
Step 4: Type in service name, price, supply fee etc....
Note: Sort order = display order on left = display on check in system.
* Blue check mark on left = service will show on check in system.
* Click on Blue mark = Red mark = service will NOT show on check in system.
* Turn count = 0.5 turn or 1 turn set by owner.
* Bonus Count: If enable, service will count as bonus turn, NOT a real turn. Example wax, polish change, manicure etc...
* Request/Appointment Bonus = Set by owner, if customers request or have appointment with technician, 1 turn will count as 0.5 turn.
* Parent Service = Group similar service into one
Example PEDICURE is main service with "Sort order = 10"
You can add Deluxe Pedicure set "Parent Service = 10"
You can add Volcano Pedicure set "Parent Service = 10"
Both Deluxe Pedicure & Volcano Pedicure will display under PEDICURE at ADD Tech/Service page
DONE!
3) How to Add/Remove technician
Step 1: Login owner.
Step 2: At bottom, click "Technicians"
Step 3: To add technicians, click Green + icon on top left.
Step 4: Type in tech name, phone number.
Step 5: Set their commission & payroll.
Note: If technicians like to have their tips pay in cash daily, turn on "tips pay daily in cash."
DONE!
4) How to set up tech app on phone
Step 1: Open Smart POS App on owner phone.
Step 2: Click top left (3 line).
Step 3: Click technicians, and turn phone side way.
Step 4: Click 'Send link" to technician phone.
Step 5: Technician open link on phone.
Step 6: Look at bottom for Share icon "Square box with arrow point up".
Step 7: Click "Add to home screen" click add.
The App will display on phone.
or watch this video https://www.youtube.com/watch?v=I4e1aoi0P-o&t=1s
DONE!
5) Assign turn, check out, group check out
Chia turn: click on "Add Tech/Service" green button.
Check out: click "Check out" blue button.
Group checkout
Scenario 1 pay for all service (Example, mom wants to pay for all daughter services)
Step 1: Click "Group Checkout' button (Top left button, under shop name & date)
Step 2: Click mom's name who pays for service.
Step 3: Click daughter's name who NOT paying for service.
Step 4: Click "Merge", all service will merge to customer paying.
Step 5: Click check out & DONE!
Scenario 2 pay for only 1 service (Example, daughter gets pedicure + full set, mom only wants to pay pedicure, NOT fullset.)
Step 1: Column 4, click on technician's name working on daughter to open Add Tech/Service Page. On Add Tech/Service Page, on right, click "RED" icon to Remove technician's name work on on pedicure, click OK.
Step 2: Column 4, click on technician's name working on mom. Add technician name work on daughter pedicure, click OK. That means we removed the daughter pedicure service and move it to mom services, so mom only pays for daughter pedicure + mom services.
Click 3: Click check out, DONE!
6) How to book appointment
Step 1: At bottom, click Appointments.
Step 2: Click book appointment.
Step 3: Enter customer phone #.
Step 4: Fill out customers info and booking request.
NOTE: System will block out unavailable times to prevent double booking.
__System will also confirm and remind customer 24 hours before their appointment time.
__Each tech will have an App on their phone to track daily total, tips & appointment. NO need to write down anything!
DONE!
7) How to set shop & tech appointment ON/OFF
Set shop appointment time
Step 1: Open owner app on phone.
Step 2: Click top left (3 line)
Step 3: Click settings, click appointment settings, from here owner can set appointment hours for shop.
Set tech appointment, and working days on/off
Step 1: Open owner app on phone.
Step 2: Click top left (3 line)
Step 3: Click technicians, and turn phone side way.
Step 4: Click Edit, from here owner can set what days tech working on/off, and set if allow technician to take online booking.
Click Save & DONE!
8) How to check out product & gift
9) How to do payroll
Option 1 check out with customer sign in
Step 1: Click check out.
Step 2: Top left have 2 options (Buy product, buy gift)
Step 3: Click buy gift and input amount.
Option 2 check out WITHOUT sign in customers
Step 1: Click "Quick Signin" button, locate under business name & date.
Step 2: Click check out.
Step 3: Click buy gift (Top left), and input amount.
Check out & DONE!
Step 1: Login owner.
Step 2: At bottom, click payroll.
Step 3: Select dates to do payroll.
Step 4: Click Print ALL or Print 1
10) How to fix TODAY ticket
Fix check out wrong tech name
Step 1: Login owner.
Step 2: At bottom, Click Dashboard.
Step 3: Select Transaction.
Step 4: Column 5, click "Complete".
Step 5: On check out page, click "Add/Remove Tech"
Step 6: On right, Click on "RED" icon to remove wrong tech name then add correct tech name. Click OK.
Step 7: Correct amount for technician, make sure show transaction "COMPLETE" then click OK.
11) How to fix PREVIOUS DAY ticket
Step 1: Login owner.
Step 2: Click business name top left.
Step 3: On right, "Dashboard History", select date.
Step 4: At bottom, Click Dashboard.
Step 5: Select Transaction.
Step 6: Column 5, click "Complete".
Step 7: On check out page, click "Add/Remove Tech"
Step 8: On right, Click on "RED" icon to remove wrong tech name then add correct tech name. Click OK.
Step 9: Correct amount for technician, make sure show transaction "COMPLETE" then click OK.
DONE!
12) How to send text coupons & advertise social media
Send text coupons
Step 1: Open Smart POS App on owner phone.
Step 2: Click top left (3 line).
Step 3: Click Promotions.
Step 4: Select "60 Days" or "Special Offers" to send promo.
NOTE: 60 days = Send text to customers hasn't been back in 60 days.
Special Offers = Send text to all customers in database.
Advertise social media
Step 1: Open Smart POS App on owner phone.
Step 2: Click top left (3 line)
Step 3: Click Promotions.
Step 4: Click Social Media
Step 5: Select your promotions and we will run it 24/7 on our platforms.
DONE!
13) How to redeem points & birthday discount
14) How to handle dispute/chargeback
Step 1: Click Check out.
Step 2: Click discounts.
NOTE: Redeem point or Redeem birthday button will appear on discounts selection IF only customers have points and birthday to redeem. Otherwise those buttons will not appear. When redeem points, system will automatic subtract points.
Step 3: Select redeem points or birthday.
Step 4: Check out & DONE!
Step 1: Login owner.
Step 2: At bottom, click "Checkouts."
Step 3: Search last 4 credit card # or select transaction.
Step 4: Click that transaction.
Step 5: Click print receipt, and text receipt + letter from bank to 678 889 9550. We will handle dispute for you.
DONE!
15) How to Refund/Void transaction
How to do FULL refund
NOTE: Owner can do full refund from POS System.
Step 1: Login owner.
Step 2: At bottom, click "Checkouts."
Step 3: Search last 4 credit card # or select transaction.
Step 4: Click that transaction.
Step 5: On right side, input owner password then click' REFUND".
NOTE: System will refund full amount and auto subtract technicians money.
How to do Partial refund
NOTE: Owner must do "Partial Refund" to customers card from CLOVER first, then subtract technician money from POS System.
Step 1: Place 4 fingers on 4 corners of Mini Clover.
Step 2: Key in Clover password.
Step 3: Click Refund, type in amount and insert customer's card to refund.
Step 4: Click done and open 'Network Pay Display" to connect POS system.
Step 5: On iPad POS System login owner.
Step 6: At bottom left, click Dashboard.
Step 7: Select transaction to subtract technician money.
Step 8: Column 4, click worker name to open Add Tech/Service page.
Step 9: On Add Tech/Service, add owners name, click OK to exit page.
Step 10: On same transaction, column 5, click "Paying" or "Checkout".
Step 11: Subtract workers partial amount to owners name, make sure transaction shows "COMPLETE" then click OK.
DONE!
16) How to activate gift card
Step 1: At bottom, click "Gift Card".
Step 2: Click "Add New Card".
Step 3: Enter "PIN".
NOTE: Technicians or owners MUST enter PIN to access gift card. System will track all gift card trasactions.
Step 4: After enter PIN, Click "Activate Card", Scan the code using camera behind the iPad.
Step 5: Add amount to gift card.
DONE!
17) How to Reboot Clover
Step 1: Place 4 fingers on 4 corners of Mini Clover.
Step 2: Key in Clover password.
Step 3: Swipe down from "Top Right Corner"
Step 4: Click reboot icon (3rd button to the right).
Step 5: Click Reboot.
Step 6: Open "Network Pay Display" to connect to POS System.
NOTE: If Clover ask for "Manager Password" please watch video #1 to connect Clover with "Paring Code."