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ZENDESK POYNT User manual

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Smart Terminal
Quick Reference Guide
Before Your Smart Terminal Arrives
Step 1: Set Up Your Poynt Account
Review the welcome email in your inbox and click on “Get
Started” to create your Poynt HQ account.
Step 2: Visit Your Poynt HQ Account
Log in at Poynt.net to see your dashboard. Once your
terminal arrives, this is where you’ll be able to see your
real-time customer and transaction data. You can also
access your dashboard on your smart phone using the
Poynt HQ app.
Step 3: Review Tutorials and Setup Information
Visit support.poynt.com and review helpful video tutorials
and support articles.
1
Smart Terminal Setup and Activation
Step 1: Placing the Device
There are two screens – the bigger
one should face you and the smaller
is directed at customers. Make sure
it’s in a place with strong, private
WiFi, or hook up the docking station
to an Ethernet cable.
Step 2: Power On
To power on your device, press and hold the power
button on the back of the merchant screen for 3 seconds.
When placing your terminal on the dock make sure that
both Poynt logos are facing you, aligning the terminal with
the charging pins. Your device will charge while on the
dock. We recommend fully charging the device
(approximately one hour) before initial use.
2
Step 3: Connect
Your device will walk you through
connecting to the Internet via WiFi. To
connect using Ethernet instead, you
can just plug your cord into the back of
the dock. After that, it may begin to
update its software as required. This
can take a few minutes. Allow the
device to download, install, and reboot.
before getting started.
Step 4: Activate
Now it’s time to activate
your Smart Terminal,
which links your device
to your bank.
Step 5: QR Code Scan
After powering on and
connecting to WiFi/
ethernet, click the link
and follow the on-screen
directions for Scanning a
QR Code from your
welcome email.
3
Note: Activation procedure varies depending on your reseller.You will receive
instructions on the best way to activate from your sales representative.
Step 6: Load Paper
To load a fresh roll of receipt paper, lift the latch on the
printer compartment and pull out. Unwrap the roll of
paper, keep the roll taut, and insert as shown.Then you’re
ready to start accepting payments!
You can access the Poynt swipe-down menu by swiping
down from the top of the screen. This also serves as the
Notification tray where any notifications appear.
How to Access the Swipe Down Menu
Some useful features you
can access quickly are:
- Return to home screen
- Open terminal app
- Open help app
- Manage WiFi settings
4
5
If you swipe from left to right on
the gray bar, there are additional
useful features you can access:
- Access device settings
- Check Battery Level
- Take a Bug Report
- Adjust brightness
List of Settings
From the Swipe Down Menu, you can tap on the Settings
button to access the following key settings: