Moneris PAYD Pro Plus Mobile Solution User manual

(09/19)
PAYD Pro Plus®
Mobile Solution
Customer Display
Reference Guide

Need help?
Web: moneris.com/support-paydproplus-mobile
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 1
Contents
Introduction .................................................................................................................... 2
Before you get started..................................................................................................................................... 3
Important notes ........................................................................................................................................... 3
Stand setup .............................................................................................................................................................3
Terminology in this guide.........................................................................................................................................3
If you don’t have a Wi-Fi network ............................................................................................................................4
PAYD Pro Plus help resources...................................................................................................................................4
Setting up your Customer Display................................................................................... 5
Downloading and installing the Customer Display App................................................................................... 6
Activating the Customer Display feature in the PAYD Pro Plus App............................................................... 6
Syncing the Customer Display App with the PAYD Pro Plus App.................................................................... 7
Configuring your Customer Display ............................................................................................................... 10
Accessing the Customer Display configuration screen ................................................................................ 10
Setting the default language for the Customer Display ............................................................................... 11
Defining the screen layout and colour scheme ........................................................................................... 11
Defining the idle screen layout................................................................................................................... 17
Adding video to your idle screen layout...................................................................................................... 19
Requirements for video inclusion...........................................................................................................................19
Defining the survey questions .................................................................................................................... 20
Defining customer profile parameters........................................................................................................ 21
Setting your business logo and defining button colours.............................................................................. 22
Reviewing the schedule.............................................................................................................................. 24
Syncing with the secondary iPad ................................................................................................................ 26
Placing the secondary iPad into Kiosk Mode ................................................................................................. 28
Using the Customer Display .......................................................................................... 31
Processing transactions ................................................................................................................................. 32
Obtaining customer feedback via surveys ..................................................................................................... 35
Customer feedback reporting..................................................................................................................... 36
Viewing survey results in customer profiles................................................................................................ 38
Collecting customer information via the Customer Display........................................................................... 42
Using the Customer Display to register new customers .............................................................................. 42
Using the Customer Display for customer lookup ....................................................................................... 43
Editing Customer Display settings ................................................................................................................. 46
Troubleshooting............................................................................................................................................ 48
Merchant support ......................................................................................................... 51

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 2
In this section, we go over everything you need to
know to set up your Customer Facing Display for use
with the PAYD Pro Plus App.
The Moneris PAYD Customer Display allows
customers to see their orders on an iPad screen as
they are being input.
This guide explains how to set up the Customer
Display for use with the PAYD Pro Plus App.
Introduction
Introduction

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 3
Before you get started
1. Please confirm that you have all the necessary items for the Customer Display solution:
Two (2) Apple® iPads®
Display stand (compatible with your
Apple iPad)
Wi-Fi network
2. Ensure that your Apple iPads are both connected to the same Wi-Fi network.
3. Ensure that the PAYD Pro Plus App is installed on one of your iPads, and that you are able to sign in and use
the App. Refer to the PAYD Pro Plus® Mobile Solution: Configuration Guide for more information on
downloading, signing in, and configuring the PAYD Pro Plus App. This guide is available at
moneris.com/support-paydproplus-mobile.
Important notes
Stand setup
Set up the stand for your Customer Display iPad by following the manufacturer’s setup and installation
instructions. Secure the stand to your counter in the location where you will be serving your customers, then
secure the iPad to the stand.
Note: A variety of stands are available from Moneris. Visit shop.moneris.com to order yours today.
Terminology in this guide
Here are some terms to keep in mind when reading the instructions in this guide:
The Primary iPad – this term refers to the iPad that has the PAYD Pro Plus App installed on it. This is the iPad
you use to operate the App to process customer transactions and perform configuration.
The Secondary iPad – this term refers to the iPad that will serve as the Customer Display.
PAYD Pro Plus App – this term refers to the PAYD Pro Plus App that you use to interact with your customers
and process their transactions.
Customer Display App – this term refers to the Customer Display App that you will install on the Secondary
iPad.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 4
If you don’t have a Wi-Fi network
It is possible to have the primary and secondary iPad connect in a peer-to-peer network.
The primary iPad requires 3G, 4G, or LTE service (e.g. needs a SIM card and cellular service).
On the secondary iPad, ensure Wi-Fi is enabled, but the iPad is not connected to any Wi-Fi network. This
should allow the iPads to communicate when they are in close proximity to one another.
Note: This is not the preferred method of connection. It is preferable to connect the iPads to a secure Wi-Fi
network to ensure a stable connection.
PAYD Pro Plus help resources
The PAYD Pro Plus App has a suite of supporting documentation that explain how to set it up and use it to serve
your customers and process their transactions. These resources are available at moneris.com/support-
paydproplus-mobile.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 5
In this section, we go over everything you need to
know to set up your Customer Display for use with
the PAYD Pro Plus App.
Setting up your Customer Display
Setting up
your
Customer Display

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 6
Downloading and installing the Customer Display App
Follow these instructions to download and install the free Customer Display App on your secondary iPad.
1. From the home screen of your Apple iPad, open the App Store®.
2. In the Business category, search for "Moneris Customer Display", then select the app.
3. Tap GET, and then tap INSTALL.
4. When prompted, enter your Apple ID and password, and then tap OK.
5. When the installation is complete, your Apple iPad’s home screen displays the Customer Display App icon
().
6. If you have more than one iPad that you are going to use as a Customer Display, repeat steps 1-5 above to
install the Customer Display App on the other eligible iPads.
Important: If you have more than one PAYD Pro Plus lane for processing customer transactions i.e. you have 3
Apple iPads and PIN Pads to be able to process customer transactions simultaneously, each lane could
potentially have its own Customer Display. The Customer Displays work with the PAYD Pro Plus App on a one-
to-one ratio, meaning the PAYD Pro Plus App installed on one of your iPads will work with one Customer
Display App installed on another iPad. Assuming you have 3 lanes, you could potentially use 3 additional iPads
as Customer Displays.
Note: If you wish to increase the number of lanes at your location, contact your Moneris sales rep for further
information.
Activating the Customer Display feature in the PAYD Pro Plus App
Follow these steps to activate the Customer Display feature within the PAYD Pro Plus App on your primary iPad.
Note: This task only needs to be performed once on one iPad at your location.
1. Login to the PAYD Pro Plus App on the primary iPad.
2. From the Sale screen, tap the Settings( ) button.
3. On the main menu, tap Configuration.
4. In the Configuration screen, tap Devices.
5. In the Configuration - Devices screen, scroll down to the CUSTOMER FACING DISPLAY section.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 7
6. Toggle the Enable customer facing display switch to the right (Enabled).
7. Tap <Configuration at the top of the right pane to save your work and return to the main Configuration
screen.
8. Set the primary iPad aside for now.
Syncing the Customer Display App with the PAYD Pro Plus App
Once the Customer Display App has been downloaded and installed on the secondary iPad, follow these
instructions to synchronize the Customer Display App with the PAYD Pro Plus App on the primary iPad.
1. On the secondary iPad’s home screen, tap the Customer Display App icon ( ).
The first time the Customer Display App launches, it presents a brief tour of the feature, and a license
agreement.
2. Page through the tutorial and read the license agreement, then tap Accept.
3. When the “Getting started…” screen appears on the secondary iPad, set the iPad aside for now.

PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide 8
4. On the primary iPad, in the Sale screen, tap the Settings ( ) button.
5. On the main menu, tap Configuration.
6. In the Configuration screen, tap Devices.
7. In the Configuration - Devices screen, scroll down to the CUSTOMER FACING DISPLAY section.
8. Tap Connect beside “External Display: Not Connected”.
The Customer Facing Display Connect popup appears.