Creating and managing terminals
Register each terminal at a branch so your staff can sign into it and take sales on the POS.
Before you start: The branch must already exist. This screen asks for your account password every time you add or edit a terminal, even if you verified a moment ago on another card.
Where to find it: Sidebar → Branches → click the branch's card → Settings → Terminals
The Terminals card lists Terminal name, Description and Added date. It shows the first few terminals; if there are more, a See all button at the bottom opens the full list on its own page, which works exactly the same way.
Adding a terminal
Steps
- Go to the branch → Settings and expand the Terminals card.
- Click Add terminal.
- Confirm it's you.
- In the Add terminal window, fill in Name and optionally Description.
- Click Save, or Cancel to abandon it.
What happens next
A Success message confirms "Terminal added successfully" and the terminal appears in the list with today's Added date. It's immediately available to choose when starting a POS session.
Field reference
| Field | What to enter | Rules |
|---|---|---|
| Name | How staff will recognise this till, for example its position in the shop | Required |
| Description | A short note about the terminal | Optional, at most 200 characters |
Editing a terminal
Steps
- Go to the branch → Settings and expand the Terminals card.
- Click the actions icon at the end of the terminal's row and choose Edit.
- Confirm it's you.
- Change Name or Description in the Edit terminal window.
- Click Save.
What happens next
A Success message confirms "Terminal info updated" and the row updates. The Added date doesn't change.
There is no way to delete a terminal from the dashboard — contact support if a till is retired.