Overview
If you wish to set up your stores, one by one, you can! Using our self-guided set up, you can answer a quick questionnaire then follow a guided checklist on how to finish your stores' set up.
How do I access the self-guided set up?
To access self-guided set up, please request that this feature be enabled on your client portal. You can request this by contacting [email protected].
Once this feature has been enabled, navigate to the store you wish to setup. From your location's dashboard, look for Settings(Finish Setup) in the navigation. Click this to access the Set Up Questionnaire.
How do I use self-guided set up?
Once you have clicked in to finish setting up your store, you’ll be presented with a series of questions, designed to help Paytronix develop a targeted checklist of tasks for you to complete.
You’ll first be presented with the intro screen to the questionnaire. Click Continue to start the questionnaire.
Each question will be presented, on screen, with a series of multi-select checkboxes. Make all relevant selections, then click Next to advance to the next question. Depending on your selections, you will receive specific follow up questions.
Questions may be be about your selling channels, payment method and POS preferences, but these are not inclusive of every possible question.
Once you have answered each question, you will see your specific checklist of items to complete. At the top of the page, you will see a progress bar that you can reference for your overall set up progress.
How do I complete each item on the checklist?
Each item on the checklist will include a button marked GO that you can click on to go to relevant page to complete that set up step.
Once the step has been completed, you will see a COMPLETED button appear.
Some items may allow you to manually mark them complete. These items will show a MARK AS COMPLETE button.
For additional assistance, please contact your solutions consultant or customer success manager, or open a case with Paytronix Support.