How to use Square Terminal
How to use Square Terminal
See the new Square Terminal at http://www.square.com/hardware/terminal.
With Square Terminal, you can accept chip cards, contactless payments like Apple Pay and Google Pay, magstripe cards, gift cards, and any other way your customers want to pay. It’s easy to search transaction history and view sales reports, and with Square, there are no monthly or hidden fees. And if you ever lose your internet connection, you can still take payments by enabling Offline Mode.
Watch other videos to learn more about Square Terminal, or go to http://www.square.com/go/terminal-guide.
0:00 Introduction
0:02 How to use Square Terminal
1:37 Transaction history
3:29 Pricing
5:47 Square Loyalty
Content
0.106 -> Here's a step by step look
at what you can do
2.307 -> with your new Square Terminal.
4.32 -> Let's start with payments.
6.341 -> To take a payment, you can enter
a custom amount using the keypad.
10.332 -> You could add a note that will show up
on the customer's receipt
13.993 -> or search for an item in your library.
17.212 -> Choose the item and tap Charge.
20.954 -> Pass Terminal to your customer
so they can confirm and pay.
24.542 -> They can pay with a chip card
with a chip facing.
27.94 -> They can use their phone card
or other contactless device.
32.165 -> They can swipe their card
with the magnetic stripe facing inward.
36.226 -> They can add a tip on the device
and choose to have the receipt texted,
40.255 -> emailed, or printed.
44.669 -> Exit the customer checkout screen
by tapping the X in the corner
47.985 -> to record cash, checks and any other way
your customers want to pay.
53.16 -> To accept gift cards, tap gift card,
enter the gift card number
58.424 -> or have the customer swipe their card.
61.89 -> For an order
where the card is not present,
63.906 -> say a phone order,
you simply bring up the order like usual
68.501 -> and tap manual credit card entry.
71.466 -> Enter the customer's full card number,
as well as the card's expiration date,
76.13 -> security code, and zip code.
79.618 -> And if you sometimes lose connection
to the Internet,
82.105 -> go to the Menu, Settings.
84.868 -> And you can still take payments
by swiping customers' cards
88.149 -> when you allow offline mode.
90.909 -> Swipe customers' cards
and when you get back online
93.836 -> the sales will automatically go through.
97.144 -> If you want to view
your transaction history,
99.262 -> just tap the menu then transactions.
104.001 -> To find a specific transaction,
you can scroll search by card number,
108.586 -> or insert or swipe the card that was used.
111.376 -> To search using a contactless card
or device,
114.696 -> just tap the search field first.
119.261 -> Then hover the card or device
over the screen.
122.163 -> Once you've located the transaction,
you can text,
125.076 -> email or print a new receipt.
127.999 -> To give a refund,
choose the transaction tap issue refund
133.435 -> and then either select the items
in the transaction to refund
136.696 -> or tap amount and enter the amount
you'd like to refund.
142.64 -> Then enter the reason for refund
and tap refund.
150.359 -> Square Terminal comes with a customer
facing checkout flow out of the box.
155.156 -> But you can change it
to a seller facing flow
157.233 -> if that's how you like to work.
159.42 -> You can also speed up your checkout
by turning off
161.612 -> the show itemized cart screen.
165.62 -> Then you won't see this screen
before each sale.
168.806 -> You can also adjust
how you allow for tipping,
171.508 -> change tipping amounts
or turn off tips entirely.
176.347 -> You can also choose
to have your customer sign on the device
179.581 -> or on a printed receipt if you want.
182.369 -> You can also allow employees
to clock in and out of your Terminal.
186.092 -> To learn more about employee management,
go to square.com/employee-management
192.996 -> You can adjust screen brightness
195.281 -> or adjust how soon Terminal
will go to sleep
197.644 -> after a period of inactivity.
199.737 -> And you can set
when Terminal will automatically reboot.
203.262 -> We reboot daily so you can get
automatic software updates
206.59 -> as soon as they're available.
208.634 -> Now let's talk about pricing.
211.269 -> There are no monthly or hidden fees
with Square,
214.043 -> you'll pay 2.6% plus 10 cents
for every swiped,
218.345 -> dipped, or tapped transaction.
221.528 -> If you key in a transaction
or use a card on file,
224.668 -> you pay a slightly higher rate of 3.5%
plus 15 cents.
229.662 -> To check your payment processing rate,
log into your dashboard.
233.4 -> Go to Account and Settings
and then Pricing and Subscriptions.
238.455 -> If your business does more than $250,000
in credit card sales per year,
243.394 -> you might be eligible for a custom rate.
245.525 -> Head to square.com/sales to learn more.
251.226 -> Square Terminal makes it simple
to see daily sales reports at a glance.
255.662 -> Just go to Menu Reports then Sales.
262.305 -> Select the time period
for which you want to see your sales.
265.775 -> Press Apply and poof there they are.
269.836 -> And then see the deposit Square's
made to your account just as easily.
273.638 -> Because you are linking
your bank account video if you need help
276.077 -> with linking your bank account.
278.466 -> You can see more detailed reports
from your computer
280.795 -> on your Square dashboard.
283.398 -> It's your way to keep your finger
on the pulse of your entire business.
288.121 -> To learn even more, check out
our multilocation management
290.93 -> and customer reports videos.
294.644 -> To add a customer to a sale,
tap current sale
298.069 -> the down arrow then add customer.
301.564 -> You can apply a customer to the sale
or create a new customer.
305.419 -> Just enter their information
on your screen,
307.842 -> and even save a card on file if you want.
310.755 -> You can also add a customer
from the receipt screen after the sale.
317.774 -> To manage your customer list,
tap on customers in your main menu.
323.47 -> It's easy to search all your customers
by name, phone or email.
328.023 -> Long lists of customers should be imported
on your Square dashboard.
332.211 -> You can also see valuable information
about your customers
335.171 -> like who your regulars are
and who hasn't been back in a while.
339.451 -> Try Square marketing in your dashboard
to send them offers to get customers back
343.192 -> through your door and increase your sales.
346.743 -> If you want to add Square Loyalty,
348.748 -> a loyalty program
where customers can earn digital rewards
351.794 -> with their qualifying purchases,
353.817 -> head to square.com/loyalty
to get started
356.806 -> and learn more about how you can keep
your customers coming back.
361.539 -> To learn more
about using your Square Terminal,
364.081 -> go to square.com/go/terminal-guide
Source: https://www.youtube.com/watch?v=i1uuR12nfbQ