Tablet POS
This article will show you how to set up a tablet for POS purchases through your Hive. Please note that there are multiple ways to process POS purchases through your Hive, such as having members purchase from your member app or their online account (Addons), and admin-processed POS orders. There are also additional POS tablet settings available, such as requiring an employee pin to process orders, enabling/disabling guest checkouts, etc., which you can learn more about in the POS Settings support article.
Before setting up your tablet for POS, please note that you'll need to set up/add POS items to your Hive in order for them to be available to purchase through the tablet-view POS. Additionally, since your Hive is web-based you can typically use any type of tablet (iPad, Samsung Galaxy, Google Pixel, etc) that can connect to WiFi/internet and has an internet browser (Google Chrome, Safari, Firefox, etc.).
- To begin, open up the internet browser on the tablet you'd like to set up for POS and log into your Hive.
- Next, click on the Tablet icon, which is located in the upper right corner of your admin dashboard.
- You will then be provided with two options to continue, which are Logout and Continue or Remain Logged In.
- Logout and Continue: this option is strongly recommended, especially if the tablet will be publicly accessible and/or you're allowing customers to self-serve, since this will prevent non-admin users (customers) from being able to navigate back to the admin area of your Hive.
- Remain Logged In: this option should only be selected if the device is not publicly accessible, only admins will processing POS purchases, or if an admin is testing how the tablet-view of the POS system works.
- After you choose whether to Logout and Continue or Remain Logged In, you'll then be prompted to select which Tablet App you'd like to open. Select the POS app, then all active POS items that have been set up in your Hive will be displayed and available to purchase.
- Next, select the item(s) to be purchased by clicking on Add to Cart. You can also browse items by category (if POS categories have been set up), or use the search bar as needed.
- Once an item has been added to the cart, you’ll notice additional options underneath it.
Here’s a breakdown of what each option does: - The +/- icons will increase/decrease the item's quantity
- X will remove the item from the cart
- At the bottom of the cart are two more options, one is to Clear all items in the cart, and the other is to Add a Custom Sale (if enabled). A custom sale is a unique purchase of an item or service that is not set up as a POS item in your Hive.
- Once the cart has been finalized, select Checkout to proceed.
- Next, select the applicable checkout type, which is User or Guest.
Member checkouts will allow you to select an existing user from your Hive to process the order for, which you’ll do from the Member Lookup field. If you have a barcode scanner connected to your tablet, you can use that to scan the member's barcode ID (located in their app or online account) to select them for checkout.
Guest checkouts will allow you to process the order for a user that does not have an active profile in your Hive. - After a user/guest has been selected, choose the payment method, which are Credit Card (manual or on file), Card Reader/Terminal, or Cash.
- Credit Card (manual or on file): will automatically charge the card on file for the selected user; if the user does not have one on file you'll be required to manually type in the card info on the checkout page. Additionally, users must have a pin set up in their account to use this method of payment.
- Card Reader/Terminal: will allow you to swipe/insert/tap the user's credit card to process payment; please note that a Stripe Card terminal must be connected to your Hive for this be available.
- Cash: select this option if the user is paying with cash. - If everything looks correct, click Pay/Submit to complete the transaction. Please note that, as mentioned above, if you select Credit Card as the payment type that the user must have a pin set up in their account for their payment to be processed, which is in place for security purposes. Additionally, if the user does not have a card connected to their account you will be prompted to add one before completing the transaction.
- After payment has been successfully processed you'll be provided with a snapshot of the purchase details. You can then click Back to Items to return home screen of the Tablet POS.
*Please note that you’ll need to enable the POS Order Member Receipt automation for your Hive to generate and send a receipt to the purchasing user. You can check out how to enable automations HERE. - Lastly, the details of all POS purchases/orders can be accessed in the Point of Sales >> Review Orders section of your Hive. The order history on the Review Orders page will show exactly how the order was processed, which you can view in the Source column. Orders that were manually processed by an admin will be labeled as Admin POS, purchases made by the user through the app or online account will be labeled as Addons, and purchases made in person through the tablet will be labeled as Tablet App.
We hopes this helps but please feel free to reach out to success@myfithive.com with any additional questions you may have.
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