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PAYD Pro Plus® Mobile Solution Customer Display: Reference Guide

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b.

Once finished viewing, proceed to step 8.



If you wish to view transactions associated with the customer’s survey responses:
a.

Tap

Transactions

.

b.

Tap inside the

Display transactions with stars below/equal to

field.

A Find sales with a survey ratings below popup appears.

c.

Scroll/tap the star rating you wish to view.

d.

Tap

Done

.

The results appear below.

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Summary of Contents for PAYD Pro Plus Mobile Solution

Page 1: ... 09 19 PAYD Pro Plus Mobile Solution Customer Display Reference Guide ...

Page 2: ...Need help Web moneris com support paydproplus mobile Toll free 1 866 319 7450 Record your Moneris merchant ID here ...

Page 3: ...ing the screen layout and colour scheme 11 Defining the idle screen layout 17 Adding video to your idle screen layout 19 Requirements for video inclusion 19 Defining the survey questions 20 Defining customer profile parameters 21 Setting your business logo and defining button colours 22 Reviewing the schedule 24 Syncing with the secondary iPad 26 Placing the secondary iPad into Kiosk Mode 28 Using...

Page 4: ...d to know to set up your Customer Facing Display for use with the PAYD Pro Plus App The Moneris PAYD Customer Display allows customers to see their orders on an iPad screen as they are being input This guide explains how to set up the Customer Display for use with the PAYD Pro Plus App Introduction Introduction ...

Page 5: ...lay iPad by following the manufacturer s setup and installation instructions Secure the stand to your counter in the location where you will be serving your customers then secure the iPad to the stand Note A variety of stands are available from Moneris Visit shop moneris com to order yours today Terminology in this guide Here are some terms to keep in mind when reading the instructions in this gui...

Page 6: ...d is not connected to any Wi Fi network This should allow the iPads to communicate when they are in close proximity to one another Note This is not the preferred method of connection It is preferable to connect the iPads to a secure Wi Fi network to ensure a stable connection PAYD Pro Plus help resources The PAYD Pro Plus App has a suite of supporting documentation that explain how to set it up an...

Page 7: ...tion Customer Display Reference Guide 5 In this section we go over everything you need to know to set up your Customer Display for use with the PAYD Pro Plus App Setting up your Customer Display Setting up your Customer Display ...

Page 8: ...IN Pads to be able to process customer transactions simultaneously each lane could potentially have its own Customer Display The Customer Displays work with the PAYD Pro Plus App on a one to one ratio meaning the PAYD Pro Plus App installed on one of your iPads will work with one Customer Display App installed on another iPad Assuming you have 3 lanes you could potentially use 3 additional iPads a...

Page 9: ...nce the Customer Display App has been downloaded and installed on the secondary iPad follow these instructions to synchronize the Customer Display App with the PAYD Pro Plus App on the primary iPad 1 On the secondary iPad s home screen tap the Customer Display App icon The first time the Customer Display App launches it presents a brief tour of the feature and a license agreement 2 Page through th...

Page 10: ...screen tap the Settings button 5 On the main menu tap Configuration 6 In the Configuration screen tap Devices 7 In the Configuration Devices screen scroll down to the CUSTOMER FACING DISPLAY section 8 Tap Connect beside External Display Not Connected The Customer Facing Display Connect popup appears ...

Page 11: ...R DECLINE INVITATION 10 On the secondary iPad the Connection request popup appears with the name of the primary iPad listed 11 Tap Accept to link the two iPads together The name of the secondary iPad will now display as a CONNECTED DISPLAY DEVICE on the primary iPad Note This operation may take several minutes to complete 12 Tap Save in the top right corner of the Customer Facing Display Connect p...

Page 12: ...ay on your idle screen Define survey questions to ask your customers at the end of a transaction Define the type of customer profile data you collect from the customer Insert your business logo and define button colours Set the schedule for your screen layouts Accessing the Customer Display configuration screen Follow the instructions below to access the Customer Display configuration screen 1 Fro...

Page 13: ...of assigned customer switch to On Default Off If you would like the Customer Display to display your selected language no matter what the customer s language choice is leave the switch set to Off 5 When finished tap Customer Facing Display at the top of the Language screen to return to the Customer Facing Display screen Defining the screen layout and colour scheme Determine the screen layout sched...

Page 14: ... Reference Guide 12 2 In the Customer Facing Display screen tap Screen layout A blank Screen layout screen appears 3 Tap New in the top right corner of the screen A Screen layout popup appears 4 Tap inside the Name field and give the layout a name ...

Page 15: ...ant to have different screen layouts apply to different Customer Displays a Tap Scope A Select your lane popup appears b Tap the name of the primary iPad on which you will be using the Customer Display then tap Done The Screen layout popup reappears 6 Create the screen layout a Tap Portrait Landscape beside Template The Select your template screen appears b Swipe right to see the various layout op...

Page 16: ...s schedule Note You can access the schedule from the Customer Display configuration screen at anytime to set your schedule If you do not wish to set up a schedule at this point in time you can skip this step and return to it later a Tap None beside Schedule The Schedule a date or time popup appears b Tap the icon beside Start date and use the date selector to select when you wish to begin using th...

Page 17: ...me selector then tap Done e Optional Set an end time for the display by tapping the icon beside End time and using the time selector then tap Done f Optional Set specific days of the week for the display by tapping Days Tap the days of the week you wish to display the layout then tap Done 8 Select the colour scheme for the layout a Beside Colour selector tap Open Below the Screen layout popup a Co...

Page 18: ...tals section where the totals and taxes are displayed Drag your finger around the circle moving the dot around to the colour you wish to use Tap one of the default colour bars on the right Tap inside the Red Green and Blue fields and enter the numeric RGB values g When you have finished selecting your colour tap Back at the top left of the popup h Tap Totals text colour i Do one of the following t...

Page 19: ...reen designer popup The Screen layouts screen reappears 13 Repeat steps 3 12 to create other layout templates as needed Note You are able to create a maximum of 10 templates Defining the idle screen layout When the Customer Display is not displaying a transaction in progress it reverts to an idle screen Follow these steps to define the images for the idle screen 1 In the Configuration Customer Fac...

Page 20: ...4 To use an image stored on your iPad i Tap Photo Album ii Browse for the image you wish to use iii Tap the image you wish to use iv Proceed to step 4 To use an image stored on the iCloud i Tap iCloud Drive ii In the popup either browse through the recent images saved to iCloud or tap Browse at the bottom of the popup then browse through older images iii Tap the image you wish to use iv Proceed to...

Page 21: ...Pad to your iCloud account Videos can only be uploaded from your iCloud account Using the Photos app on your iPad the video must be saved to a shared folder on your iCloud drive If there are multiple lanes that share the same screen layout idle screen that contains video s all iPads need to be logged in to the same iCloud account in order to see the video Note For help setting up and linking iClou...

Page 22: ... satisfaction e g if your service was fantastic it might warrant a 5 star rating Follow the instructions below to define the survey questions you wish to ask Note Once you enter your questions into the PAYD Pro Plus App the questions cannot be edited they can only be deleted and recreated to ensure consistency of reporting Therefore it is important to ensure your questions are succinct to elicit t...

Page 23: ...creen to define what information you want to capture on the Customer Display for new unregistered customers Note For information on creating new customer profiles refer to the PAYD Pro Plus Mobile Solution Using PAYD Pro Plus for Apple iPad guide available at moneris com support paydproplus mobile 1 Access the Customer Facing Display screen See Accessing the Customer Display configuration screen o...

Page 24: ...t is possible to have your business logo displayed on the Customer Display and to define the button and text colours for buttons on the Customer Display 1 Access the Customer Facing Display screen See Accessing the Customer Display configuration screen on page 10 for instructions 2 In the Customer Facing Display screen tap Logos and Colours 3 In the Logos and colours screen tap Choose to select yo...

Page 25: ...at you wish to use tap Use Photo Proceed to step 5 To use an image stored on your iPad a Tap Photo Album b Browse for the image you wish to use c Tap the image you wish to use d Proceed to step 5 To use an image stored on the iCloud a Tap iCloud Drive b In the popup either browse through the recent images saved to iCloud or tap Browse at the bottom of the popup then browse through older images c T...

Page 26: ...our screen appears b Select the colour you want Drag your finger around the circle moving the dot around to the colour you wish to use Tap one of the default colour bars on the right Tap inside the Red Green and Blue fields and enter the numeric RGB values c When finished tap Button colours to return to the Button colours screen 7 Tap Logos and colours at the top of the screen to return to the Log...

Page 27: ...mary iPads they will be listed by their names 4 Review the information in the Schedules screen 5 You can change the date range by tapping Change Date Range in the top right corner of the screen A calendar popup appears 6 Select a week that you wish to view then tap Select 7 Optional If you wish to change a schedule for a particular week use the calendar as described in step 6 above to navigate to ...

Page 28: ... time and using the time selector then tap Done 6 Optional Set specific days of the week for the display by tapping Days Tap the days of the week you wish to display the layout then tap Back 7 When finished editing the schedule tap Done in the top right corner of the Schedule a date or time popup 8 Tap Save at the top of the Screen layout popup 9 Tap OK on the confirmation popup 10 Tap Close at th...

Page 29: ...Customer Display will display the Display update in progress message The process may take a few moments to complete When finished the Customer Display returns to its idle screen and the PAYD Pro Plus App displays a completion notification 6 Tap OK on the notification The Customer Display screen updates in real time If it is at its idle screen you will see it the next time a transaction is initiate...

Page 30: ...llow the instructions below to place your secondary Apple iPad into Kiosk Mode Note Only perform this task on the iPad s that will be used as displays Do NOT do this for your primary PAYD Pro Plus iPad s 1 From your iPad s home screen tap the Settings icon 2 Disable previews a In the Settings screen tap Notifications b On the right pane tap Show Previews c Tap Never d Tap Notifications to return t...

Page 31: ...to OFF e Tap Accessibility to return to the Accessibility screen f Tap Display Brightness on the left pane g Slide the BRIGHTNESS slider all the way to the right for maximum screen brightness h Tap Auto Lock i In the Auto Lock screen tap Never j Tap Display Brightness to return to the Display Brightness screen k Tap General on the left pane to return to the General screen 7 Engage the Guided Acces...

Page 32: ...ON Keyboards ON Touch ON Time Limit OFF 12 Tap Start in the top right corner of the screen The Guided Access started message appears 13 The iPad is now ready to use in Kiosk Mode Repeat steps 1 12 on other secondary iPads as needed Note If the secondary iPad prompts you with the Customise your display popup tap Ok and then follow the instructions in the Configuring your Customer Display section To...

Page 33: ...us Mobile Solution Customer Display Reference Guide 31 In this section we go over everything you need to know to use the Customer Display on the secondary iPad Using the Customer Display Using the Customer Display ...

Page 34: ...tion with the customer at the point of sale 1 In the Sale screen do the following as necessary a Assign a customer to the sale Note It is possible to have a customer create a profile for themselves or look up their existing profile Instructions for performing these tasks are described in Using the Customer Display to register new customers on page 42 and Using the Customer Display for customer loo...

Page 35: ...updates with the items the customer is purchasing c Use the Customer Display to verify with the customer that the transaction is correct If so proceed to step 2 If not edit the items on the sale as necessary then when it is correct proceed to step 2 2 At the Checkout screen process the customer s payment ...

Page 36: ...rvey questions on page 19 the customer will be prompted to answer the survey refer to Obtaining customer feedback via surveys on page 35 Note The customer may also opt out of leaving feedback by tapping No Thanks 4 Complete the transaction and process the receipts 5 Once complete the Customer Display App returns to its idle screen ...

Page 37: ... customer feedback about their shopping experience Follow the instructions below to record customer feedback 1 Process the customer s transaction on the primary iPad 2 At the survey screen that appears on the secondary iPad the customer taps the star rating this visit deserved 3 The customer taps Submit at the bottom of the screen The feedback is recorded for later reporting and the Customer Displ...

Page 38: ...inistration The PAYD Administration main screen launches in the Safari browser and you are logged in with your credentials 3 On the PAYD Administration main screen tap Reports 4 On the Reports menu tap Miscellaneous 5 On the Miscellaneous menu tap Surveys 6 Generate the report using the following guidelines to narrow the report results To change the date range for the report a Tap the Starting dat...

Page 39: ... on responses from a specific POS lane a Tap the Lanes button The Select lane s popup appears By default all lanes are selected b Tap the Clear all button All the lane names become unchecked c Tap the lane names on which you want reporting so that they have a checkmark visible d Tap the OK button at the bottom of the Select lane s popup The popup closes e Tap the View button The summary and report...

Page 40: ...corner of the screen to exit PAYD Administration Note If you wish to print or export the results of the report access PAYD Administration on a laptop or PC that has access to a printer and or Microsoft Excel Viewing survey results in customer profiles The customer profiles in PAYD Pro Plus also store the customer s survey results Follow the instructions below to view survey results in a customer p...

Page 41: ...ft revealing three buttons 4 Tap the Edit button The Customer details screen appears 5 Tap the History tab at the top of the right pane 6 Tap Survey questions 7 Choose what you wish to view If you wish to view a summary of their responses a Tap Summary A summary of the customer s survey responses appears below ...

Page 42: ...8 If you wish to view transactions associated with the customer s survey responses a Tap Transactions b Tap inside the Display transactions with stars below equal to field A Find sales with a survey ratings below popup appears c Scroll tap the star rating you wish to view d Tap Done The results appear below ...

Page 43: ...ap the sale in the results f Click Surveys to see the individual responses to the survey questions on this particular transaction appear g Once finished viewing tap Customer details to return to the History tab then proceed to step 8 8 Tap Back at the top of the right pane The Customer search screen reappears ...

Page 44: ... customers It is possible to have a new unregistered customer use the Customer Display to enter their information to create a customer profile Follow the steps below to use the Customer Display to collect new customer information 1 On the primary iPad in the Sale screen tap Customers at the bottom of the right pane 2 In the Customer Search screen tap the Add New Customer button in the top right co...

Page 45: ...f you wish to add the customer yourself in the PAYD Pro Plus App refer to the PAYD Pro Plus Mobile Solution Using PAYD Pro Plus with Apple iPad guide for instructions Using the Customer Display for customer lookup It is possible to have a customer look up their profile via the Customer Display Follow the directions below to facilitate customer lookup 1 On the primary iPad in the Sale screen tap Cu...

Page 46: ...r a telephone number or email address to search for their profile Note The customer can search by either home work or mobile phone depending on what phone numbers you have stored on file for them 4 Ask the customer to enter either their phone number or email into the applicable field then tap Search The customer s name appears on the right pane of the primary iPad in the search results of the Cust...

Page 47: ... incorrect If the customer is not yet registered you can offer to create a customer profile for them Follow the instructions in Using the Customer Display to register new customers section on page 42 If the customer is registered ask them to try entering a different phone number or email address on the Customer Display screen to see if their information is retrieved If the lookup still yields no r...

Page 48: ...e screen layout and colour scheme on page 11 Idle screen layout refer to Defining the idle screen layout on page 17 Logo and colours refer to Setting your business logo and defining button colours on page 22 Customer profiles refer to Defining customer profile parameters on page 21 Language refer to Setting the default language for the Customer Display on page 11 Schedule refer to Reviewing the sc...

Page 49: ...es The Customer Display will display the Display update in progress message The process may take a few moments to complete When finished the Customer Display returns to its idle screen and the PAYD Pro Plus App displays a completion notification e Tap OK on the notification The Customer Display screen updates in real time If it is at its idle screen you will see it the next time a transaction is i...

Page 50: ...tomer Display iPad synced to a different primary iPad Be sure that you know the names of the primary and secondary iPads To determine the WiFi network to which the iPad is connected 1 From the iPad s home screen tap Settings 2 In the Settings screen look for the setting labelled as Wi Fi and confirm the name of the network to which it is connected If necessary connect to a different network To lea...

Page 51: ...to the sync instructions in the Synching the Customer Display App with the PAYD Pro Plus App section on page 7 for more information I powered off my iPads at night and now they are not connecting today Once the iPads have been powered on they should reconnect automatically but it can take up to a minute for the connection to be re established Wait for the Customer Display to reconnect If the conne...

Page 52: ...e Getting started screen do the following to remove and reconnect to the secondary iPad 1 Log in to the PAYD Pro Plus App on the primary iPad 2 On the Sale screen tap the Settings icon 3 On the main menu tap Configuration 4 In the Configuration screen tap Devices 5 In the CUSTOMER FACING DISPLAY section tap Connect beside the name of your iPad 6 In the Customer Facing Display Connect popup tap Rem...

Page 53: ...PAYD Pro Plus Mobile Solution Customer Display Reference Guide 51 At Moneris help is always here for you 24 7 Merchant support Merchant support ...

Page 54: ...r Visit moneris com insights for business and payment news trends customer success stories and quarterly reports insights Need us on site We ll be there One call and a knowledgeable technician can be on the way Count on minimal disruptions to your business as our Field Services provide assistance with your payment terminals Can t find what you are looking for Call Moneris Customer Care available 2...

Page 55: ...incidental consequential or punitive damages arising out of use of any of the information contained in this document Neither Moneris Solutions Corporation or any of its affiliates nor any of our or their respective licensors licensees service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information content and materials contained in t...

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