User Guides and Document


Offline Mode

*To use Offline Mode, on the first login, Merchant must have wifi to download data such as Staff, Service, etc.

Using Offline Mode to

Fast paid all or any appointment by Check Out Tab

Paid all Calendar appointments (included Unconfirmed, Confirm, Check-in, etc.)

Easy move appointment from Waiting List to Check out and pay

Easily add on services/ products/ extra items to an appointment when Check out

Use discount code and/or tip when Check Out

Payments that could be used on Offline Mode

Harmony: use Consumer app to scan QR code on Merchant

Cash

Other payments

Note>

All appointments updated on Offline Mode would not be recorded when Merchant reconnect with Wifi (meaning that the system will go back to the previous stage before entering Offline Mode)

Appointment booking is unavailable on Offline Mode

Gift Card Purchase is unavailable on Offline Mode

Group payment is unavailable on Offline Mode

A tip is not yet available on this version Offline Mode


Guide to connect to mPOP


Step 1. Enter Ipad Setting. Choose Bluetooth tab
Step 2. Turn on Bluetooth


Step 3. At My Devices choose Connect to mPOP


Guide to connect to PAX

Step 1. Connect PAX and Ipad on the same wifi
Step 2. Enter Setting of Merchant. Choose Hardware
Step 3 Choose Payment terminal


Step 4. Choose Add Device


Step 5. Input Terminal configuration
Step 6. Press Save


Guide to view IP Address of Pax device

Option 1: View IP Address when starting Pax device



Option 2

Step 1. Press combination of F+1
Step 2. Type password (Month, Day, Year on Pax device). Then, press Enter


Step 3. Enter the Main menu. Press down then choose Communication




Step 4. Enter the password (Month, Day, Year on Pax device).


Step 5. On Communication Option screen, press down. Then, choose LAN Parameters



Step 6. At LAN Parameters. Choose IP Address





1. Sign up

Step 1: Enter Sign up

Option 1: After installed, choose Application

Option 2: After installed, press Skip to enter Sign-in screen then press Sign Up

Step 2: Tick on “I have read the terms of service” then Accept

Step 3: Input the information for the Merchant register (please be noted: the * is required). Then press Finish to complete registration.


2. Sign in

Step 1: After installed, press Skip to enter Sign In

Step 2: Input username and password then Sign In

Step 3: Merchant user setup screen

Noted: Setup will only display when staff number more than 2

The system will auto-create a Staff for a new user with PIN code 0000

Step 4: Press Finish to complete Setup

Display screen after press Finish

3. Forgot password

At Sign-in screen, choose Forgot password. Then, input the Merchant registered email and press Submit


4. Book appointment

Step 1

Option 1: Press the time slot for 1 second to Add Appointment

Option 2: Click Sign in on Waiting list screen

Step 2: Input phone number and press Next

Step 3: Input customer information


Step 4: Choose Service/ Product/ Extra to book


Step 5: Press Book to complete the appointment


5. Appointment Payment

5.1 Payment without Group Payment

Step 1: Choose an appointment to check out


Step 2: Press Check out


Step 3: Press Staff to add tips for staff and press + at Discount to add a discount. Then press SELECT PAYMENT

Step 4: Choose payment methods (Harmony/ Cash/ Credit Card/ Other). Then press PAY

Step 5: Input the amount of money to pay and press Done

Step 6: Transaction Complete window pops up. Press Yes to print receipt or press No to decline receipt printing.

Step 7: Successfully paid appointment will be marked by green noted on Calendar

5.2 Payment with Group Payment

Step 1: Press Check out tab

Step 2: Input customer name and phone

Step 3: Choose Service/ Product/ Extra then press ADD

Step 4: Press Select Payment

Step 5: Select payment method and press PAY

Step 6: Input the amount of money to pay and press Done

Step 7: Transaction Complete window pops up. Press Yes to print receipt or press No to decline receipt printing.

Step 8: Transaction Complete window pops up. Press Yes to print receipt or press No to decline receipt printing.

Step 9: Successfully paid appointment will be marked by green noted on Calendar

5.3 Fast payment by check out Tabs

Step 1: Press Check out tab

Step 2: Input customer name and phone

Step 3: Choose Service/ Product/ Extra then press ADD

Step 4: Press Select Payment

Step 5: Select payment method and press PAY

Step 6: Input the amount of money to pay and press Done

Step 7: Transaction Complete window pops up. Press Yes to print receipt or press No to decline receipt printing.


6. Invoice

Enter Merchant > Invoice: input PIN code at pop up. Input Staff PIN code then press NEXT

Invoice screen after entering PIN code

Note: Filters - choose the value that needs to be filtered then press Search to filter

6.1 Refund invoice / VOID invoice

Step 1: Choose the invoice that you want to Refund/ VOID

Step 2: Press Refund/ VOID

Step 3: Confirmation screen pops up. Choose Yes to Refund/VOID or choose No to decline Refund/ VOID

Step 4: Invoice after Refund/VOID


7. Close Settlement

Step 1: Enter menu Merchant > choose Settlement

Step 2: Input Note (if any) > choose Settlement

Step 3: Press SETTLE

Step 4: Press FINISH to complete Batch Settlements


8. Customer

8.1 Add new Customer

Step 1: Enter menu Merchant > Customer

Step 2: Press Add New

Step 3: Input customer information then press Add

8.2 Modify customer information

Step 1: Enter menu Merchant > Customer

Step 2: Choose the Customer that you want to edit information. When Customer Detail window pops up, choose Edit

Step 3: Edit customer information then press Save


9. Inventory

Step 1: Enter menu Merchant > Inventory

Step 2: Press Add New

Step 3: Input Product information then press Done (* is required)

9.2 Restock inventory

Step 1: Enter menu Merchant > Inventory

Step 2: Tick on Product that you want to restock

Step 3: Press Restock and input amount. Then press Submit

9.3 Export inventory

Step 1: Enter menu Merchant > Inventory

Step 2: Press Export > Export to excel

Step 3: Choose the item to export then press Export

Step 4: Press “Handle the download file”. Then choose a method to share the exported file


10. Staff

10.1 Add new staff

Step 1: Enter menu Merchant > Setting > Staff > Add new

Step 2: Input Staff information and press ADD (* is required)

10.2 Edit Staff

Step 1: Enter menu Merchant > Setting > Staff

Step 2: Press EDIT to modify staff information

Step 3: Edit Staff information then press Save

10.3. Archive Staff

Step 1: Enter menu Merchant > Setting > Staff

Step 2: Press Archive to archive staff information

Step 3: Choose Yes when Confirmation window pops up

10.4. Restore Staff

Step 1: Enter menu Merchant > Setting > Staff

Step 2: Press Restore in Staff tab

Step 3: Choose Yes when Confirmation window pops up


11. Category

11.1 Add new Category

Step 1: Enter Merchant > Setting> Categories > Add new

Step 2: Input category information and press Add (* is required)

11.2 Edit category

Step 1: Enter Merchant > Setting> Categories

Step 2: Press Edit on the category that you want to edit

Step 3: Edit category information and press Save

11.3 Archive Category

Step 1: Enter Merchant > Setting> Categories

Step 2: Press Archive on Category that you want to archive

Step 3: Choose Yes when Confirmation window pops up

11.4 Restore Category

Step 1: Enter menu Merchant > Setting> Categories

Step 2: Press Restore on Category that you want to restore

Step 3: Choose Yes when Confirmation window pops up


12. Service

12.1 Add new service

Step 1: Enter menu Merchant > Setting > Service > Add new

Step 2: Input service information

Step 3: Add more Extra to add one extra value for service (if necessary). Then press Done

12.2 Edit Service

Step 1: Enter menu Merchant > Setting > Service

Step 2: Press Edit on service that you want to edit

Step 3: Edit the service information and press Done

12.3 Archive service

Step 1: Enter menu Merchant > Setting > Service

Step 2: Press Archive of service that you need to archive

Step 3: Choose Yes when Confirmation window pops up

12.4 Restore service

Step 1: Enter menu Merchant > Setting > Service

Step 2: Press Restore in Service tab

Step 3: Choose Yes when Confirmation window pops up


13. Extra

13.1 Edit extra

Step 1: Enter menu Merchant > Setting > Extra

Step 2: Press Edit in Extra item that needs to be edited

Step 3: Edit the information and press Done

13.2 Archive extra

Step 1: Enter menu Merchant > Setting > Extra

Step 2: Press Archive in Extra item that needs to be archived

Step 3: Choose Yes when Confirmation window pops up

13.3. Restore extra

Step 1: Enter menu Merchant > Setting > Extra

Step 2: Press Restore in Extra item that needs to be restored

Step 3: Choose Yes when Confirmation window pops up


14. Set up Tax

Step 1: Enter menu Merchant > Setting > Tax

Step 2: Input Service tax and Product tax. Then press Save


15. Set up Promotion

Step 1: Enter menu Marketing> Promotion

Step 2: Click on promotion that you want to run, input details about promotion then press Send Notification to consumer (if necessary). Then press APPLY to complete.


16. Set up Banner

Step 1: Enter menu Marketing > MarketPlace

Step 2: Take a photo or Browse file, then click NEXT

Step 3: Input Title and Description, then SAVE

Step 4: Newly created banner will show on Media List