GoDaddy Poynt Smart Terminal onboarding guide

• Add or import products to the Smart Terminal. If you already manage products through an online Websites + Marketing or Managed WooCommerce Stores store, sync your existing store catalog to the Smart Terminal to maintain all of your inventory in one place.
• Pre-define specific tax rates, discounts or fees to apply during the order process.
• Connect your Smart Terminal online via Wi-Fi or cellular network. (V2.0 model is compatible with Wi-Fi only.)
• Add accessories (like a printer or cash drawer) via USB, Bluetooth or ethernet connections.
• Customize your device’s functionality with a variety of apps designed to help you manage your business, like timeclock tracking and loyalty programs. Many apps include a free trial, so you can try them out before subscribing.
• Tailor your Smart Terminal screens and receipts to let your customers decide how they receive a receipt (email, paper or text) and increase visibility for your company logo and info.
• Buy online and pick-up in store (BOPIS) capability – especially valuable for omni-commerce sellers! Your customers can order through your website, then pay in person via pickup or local delivery.
• Access everything in one place. With GoDaddy Payments, you’ll have one dashboard to review all reports and transactions, create Online Pay Links, access the Virtual Terminal, and manage your account and devices.

The Smart Terminal is competitively priced, and we also offer installment payments through Klarna. This can be a great option if you’re just getting started with your new business. Free 2-day shipping is included with every Smart Terminal order, so you’ll be up and running in no time!

Actions to take:

• Purchase your Smart Terminal. Order the Smart Terminal through your GoDaddy Payments dashboard. [Estimated time to complete: 5 minutes, plus 2 business days for delivery]
• Complete first-time setup. When your Smart Terminal arrives, complete the one-time setup process. [Estimated time to complete: 1 hour to charge, 10 minutes to set up]

Recommended:

• Explore your GoDaddy Payments Dashboard. While you're waiting for your Smart Terminal to arrive, learn more about what you can do with GoDaddy Payments and tour your Dashboard. [Estimated time to complete: 10 minutes]
• Learn about available payment methods. With GoDaddy Payments, you can offer your customers lots of different ways to pay — both online and in-person. Familiarize yourself with payment options beyond the Smart Terminal: [Estimated time to complete: 20 minutes]
  • Create an Online Pay Link that you can share through email and social media.
  • Manually enter credit card info in the Virtual Terminal. This is useful when you don't have a physical card available, like for over-the-phone payments.
• Get ready to get paid! Your payout is the amount that's deposited into your bank account each business day. Review individual payouts, run a larger Payouts Report for a specified date range, and set your Close of Day time (the daily cut-off time when transactions are collated). [Estimated time to complete: 15 minutes]

The Smart Terminal is pre-loaded with apps that you'll use to process transactions, manage your product catalog, and keep tabs on your orders and payouts. You’ll also find new areas in the GoDaddy Payments dashboard where you can customize your device and manage your catalog through the web browser.

Actions to take:

• Check out the pre-loaded apps. Take a tour through all the native apps on your Smart Terminal to learn what happens where. [Estimated time to complete: 15 minutes]
• Explore the In Person area of the Dashboard. Now that you’re the proud owner of a new Smart Terminal, check out the In-Person Overview. This is where you’ll customize your terminal and manage your product catalog. (Details on that next!) [Estimated time to complete: 10 minutes]

Your products are an important part of your store. Add products to your store catalog to quickly create orders on the Smart Terminal for your in-person customers. You can sort products into specific categories and add item-specific details, like modifications or discounts.

If you've already got a product catalog set up through Websites + Marketing or Managed WooCommerce Stores, you're already almost there! Just import your existing catalog directly over and sync your inventory levels with the Smart Terminal. No need to set it up again.

Actions to take:

• Create your product catalog. Create a product catalog for your Smart Terminal. (It's usually easiest to do this in your web browser.) [Estimated time to complete: 5 minutes]
• Add products to your catalog. Add products individually, bulk upload them or import them from your existing online store. Importing products from your Websites + Marketing store will also sync inventory levels between online and in-person sales. [Estimated time to complete: 30-120 minutes, depending on import method and number of products]
• Set up any taxes, discounts and fees. Predefine any specific taxes, product discounts or fees for the items in your catalog. Doing this ahead of time lets you quickly apply them to your in-person orders when needed. [Estimated time to complete: 15 minutes]

Recommended:

• Check out our tips for using your product catalog. Review some best practices for building and maintaining your Smart Terminal catalog. [Estimated time to complete: 5 minutes]

With your catalog ready to go, the order process is simple. Add products to the order, select a payment method and take the payment. You're done! You can also search for completed orders if you need to make adjustments, like refunding the order or reprinting a receipt.

Actions to take:

• Test out the different ways you can create and process orders. [Estimated time to complete: 10 minutes]
  • Use the Register app to create orders with products in your catalog. (This is usually how you'll create customer orders.)
  • Use the Terminal app to create orders without a catalog, by manually keying in a price.
  • Use Manual Entry to enter a customized amount and manually enter credit card information.
• Refund your test transactions. You can refund transactions through your web browser, on the Smart Terminal and in the GoDaddy mobile app (U.S. only). When refunding in-person customers, you'll probably use the Smart Terminal. But it doesn't hurt to check out each method! [Estimated time to complete: 5-10 minutes]

Recommended:

• Reprint or resend an order receipt. Reprint a physical receipt or resend a digital copy whenever you need to. Locate a previous transaction and reprint or resend the receipt. [Estimated time to complete: 5 minutes]

You can keep an eye on your daily transactions, refunds and payouts (and more!) through your Smart Terminal and the GoDaddy Payments Dashboard in your web browser.

Your Dashboard also includes comparison graphs and charts, so you can easily see transaction amounts over time and compare your business's performance during specific timeframes (like comparing a specific month or quarter from this year and last year). This is an especially useful tool if you have a seasonal business.

Actions to take:

• Learn about available reporting. Check out the different types of reports that are available in your Dashboard or on your Smart Terminal. You can view transactions, orders and daily payouts, and filter by different variables (like orders processed by a specific employee). [Estimated time to complete: 10 minutes]

Recommended:

• Run some test reports. Different businesses have different reporting needs, but managing transactions and payouts will always be a high priority. Generate a Transactions Report and a Payout Report to familiarize yourself with the reporting fields and variables. [Estimated time to complete: 10 minutes]

Your Smart Terminal can be customized in the way that best serves your store. Add additional user accounts, connect compatible accessories (like a cash drawer or printer), and add your company name and logo to customer receipts and the Smart Terminal screens.

Subscribe to apps to tailor your Smart Terminal to your business needs. There are apps to create loyalty programs and invoices, apps for specific business types (like restaurants and salons), and more. If you're not sure if an app is the right fit, sign up for a free trial to see if it's what you're looking for before committing.

Actions to take:

• Create additional Smart Terminal accounts. Will multiple people be using the Smart Terminal? Give them each their own sign-in account! Add Smart Terminal users and assign specific access levels. They can then enter a Passcode on the Smart Terminal to sign in with their account. [Estimated time to complete: 2-3 minutes per user]
• Customize your receipts and Smart Terminal screens. All publicity is good publicity, so get your name and logo out there! [Estimated time to complete: 30 minutes]
  • Customize your receipts with your company name and logo.
  • Add images and curate the payment banner that customers see on your Smart Terminal screens.
  • Review and update your Smart Terminal settings. You can offer your customers digital or SMS receipts, request feedback, choose when and how to print receipts, and more.
• Connect external accessories. Your Smart Terminal can connect to a variety of peripherals using USB, Bluetooth or ethernet connections. Connect external accessories like a printer or cash drawer to optimize the way you use your Smart Terminal and manage your business. [Estimated time to complete: 10 minutes]
• Explore the App Center. Visit the App Center to learn about the apps that are available to download. Check out apps that are recommended for your business profile, or just browse through all available apps. Many apps include a risk-free trial, so you can try them out for free to see if they're a good fit. [Estimated time to complete: 20 minutes]

Congratulations! You’ve got your GoDaddy Payments account set up and your Poynt Smart Terminal is connected, working and ready to go. You're ready to sell anything, anywhere. And we're ready to help.

• Something not working as expected? We've got you covered. Check out our troubleshooting articles for help with any Smart Terminal issues.
• Check out our video courses and tutorials.
• Looking for stories and inspiration? Visit the GoDaddy YouTube channel.
• Dig into resources on the GoDaddy blog.
• Connect with like-minded people at one of our virtual events or in our Community. We have forums for your website builder, marketing tools like social and email marketing, and even a community if you need help marketing your business.
• Find answers to product questions in our Help Center.
• Call or chat with one of our GoDaddy Guides.

You want your store to be successful – and we want that, too. We’re here to help whenever you need it.