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Must know
  • Where it lives. Settings > Financials > Terminals appears only when your club has the Store feature. Viewing needs View Financials; ordering, adding, syncing or changing readers needs Edit Financials.
  • Ordering charges you right away. Your card on file is charged for the hardware, shipping and a service fee as soon as you submit. The total shows first.
  • New readers must be activated. Only Active readers take payments or show at the point of sale.
  • Report a lost or stolen reader. That disables it straight away, and only support can undo it.
Where to find it. Open Settings > Financials > Terminals (“Manage your Adyen card readers and order new ones”; Adyen is Uplifter’s payment processor). Across the top are Sync Now, Add a Received Terminal and Order a Terminal. With no readers yet, the page shows No terminals yet.
1

Order a terminal

Click Order a Terminal, choose a Model and Quantity (1 to 10), and pick a Shipping Address: Organization address, Custom address or one of your facilities. Add a contact name and phone. Terminals ship only within your club’s country. Check Total charged today, then click Submit Order. You’ll see Order placed.
2

Add a terminal you have received

Most terminals attach themselves once delivered. If yours hasn’t appeared, click Add a Received Terminal, enter the Serial Number printed on the terminal or its box, and click Add Terminal.
3

Activate it

A new reader shows as Discovered, named after its model. Click Activate.
4

Name it and assign a facility

Click the pencil next to its name, type a new one (for example, “Front Desk”) and press Enter. Pick where it sits under Facility, or leave it Unassigned. That choice saves at once.
Tracking orders. Orders lists each order’s Status (Placed, Confirmed, Shipped, Delivered or Cancelled), the amount Charged and a Track link. If the charge fails, the order isn’t placed: it shows Cancelled with Charge failed. Reading the list. Each reader shows Connection (Online or Offline), Model / Serial and Last Seen. Switch between Table and Cards; phones open in Cards. Reporting a problem. Report a Problem offers Out of service (for example a dead battery, damage or a repair) and Lost or stolen. Add a Note on what happened, then click Report. The status changes straight away. Syncing. Sync Now pulls in your readers and shows Sync complete. If terminals aren’t available for your club, you’ll see “Card terminals are not set up for your region yet. Contact support if you need a terminal.” Until payment onboarding is finished, syncing and adding a reader say so instead. At the point of sale. With an Active reader, Card opens Card Terminal. If you have more than one, pick the reader (each device remembers the last one used), then tap Charge $[amount]. Use QR code instead switches to a QR code. Gift-card carts always use it. See How do I sell in person at the point of sale? On an invoice. Take payment lists your readers under Card terminal. An offline or out-of-service reader stays listed with the reason but can’t be picked. The button reads Charge $[amount] on terminal. See How do I take a payment on an invoice? Receipts. Either way, the reader prints an itemized receipt once the payment is approved. Related: How do I sell in person at the point of sale? · What are the store and the point of sale? · How do I take a payment on an invoice? · What do I do when a point of sale card payment expires or fails?