Getting Started: Terminal Setup and Activation

Welcome to Poynt. While your Smart Terminal is on its way to your door, here are a few to-dos you should tackle.

Before your terminal arrives

✔  Set up your Poynt Web Portal account. Open your welcome email and click “Get Started” to create your login credentials. 

✔  Log in at Poynt.net to view your dashboard. Once your terminal arrives, this is where you’ll be able to see your real-time customer and transaction data. 

✔ Visit the Poynt Help Center to review helpful video tutorials and support articles.

Navigating your device

Smart Terminal Setup and Activation

Step 1: Placing the Device

There are two screens - the bigger one should face you and the smaller is directed at customers.

When connecting with a strong private WiFi connection, you have the freedom to place your device wherever you’d like to transact. If connecting with secure ethernet, the device will need to be placed on the docking station within reach of your ethernet cord.

Step 2: Power On

To turn on your device, press and hold the power button behind the merchant screen for 3 seconds.

When placing your terminal on the dock make sure that both Poynt logos are facing you, aligning the terminal with the charging pins. Your device will charge while on the dock. We recommend fully charging the device (approximately one hour) before initial use.

Step 3: Connect

Your device will walk you through connecting to the internet via WiFi the first time you turn it on. To connect via Ethernet instead, simply plug your cord into the back of the dock.

After connecting, it may begin to update its software as required. This can take a few minutes. Allow the device to download, install, and reboot before getting started.

Step 4: Activate 

Now it’s time to activate your Smart Terminal, which links your device to your bank.

Note: Activation procedure varies depending on your reseller. You will receive instructions on the best way to activate from your sales representative.

Step 5: Select your terminal user and enter the passcode

Once the terminal is connected to Wi-Fi, it will check for any software updates.  If there are any, they will be installed now.

If everything is done correctly, the terminal will display a screen with a bubble showing the terminal user which can be provided by your reseller organization

Once the agreement is accepted, the terminal is fully activated and the merchant can start processing payments.

Step 6: Load Paper 

To load a fresh roll of receipt paper into your device, lift the latch on the printer compartment and pull out. This will release the latch. Unwrap the roll of paper, make sure that the paper is taut to the roll and place the roll into the printer compartment. The edge of the paper should be oriented toward the top of the roll to ensure the receipt prints properly.

After these steps, you are ready to start accepting payments!