If you are looking for an easy way to streamline your payment process and modernize your checkout experience, DaySmart Payments Powered by CardPointe has everything you need. We are happy to have you aboard and look forward to helping you simplify and strengthen your payment experience!
For manual card entry users, please skip to Step 3: Run your First Transaction.
Before starting the setup process, ensure your device is plugged in and charging for at least 30 minutes or is fully charged.
If the device loses power during updates, it can result in the device becoming corrupted and unable to process payments.
PCI Compliance standards require the device to connect to a secure, password-protected network
🔌Step 1: Set up your Hardware
Clover Compact
Clover Compact
Included components
Clover Quick-Start Guide
Numeric Keypad Privacy Cover
Power cable
Receipt paper
To get started, please make sure the reader is plugged in correctly. Take a look at the image to see where to plug the cables in.
Once the device is plugged in and powered on and select your language.
The device defaults to an Ethernet connection. Plug the Ethernet cable into the bottom of the credit card reader, or click "use wifi instead" at the bottom of the display.
From the WIFI list, tap on your network.
Enter the WIFI password, then connect. When the network says connected, tap on Done
Clover Flex
Clover Flex
Included components
Clover Quick-Start Guide
Charging cradle
Power cable
Receipt paper
To get started, please make sure the reader is plugged in correctly. Take a look at the image to see where to plug the cables in.
Once the device is plugged in, allow 30 minutes to charge.
Select your language.
On the Connect to WIFI screen, configure the device’s network connection:
Tap Select a network.
From the WIFI list, tap on your network, then Done.
Enter the WIFI password, then connect. When the network says connected, tap on Done
The device displays Successfully Connected to Server upon connecting.
Clover Mini
Clover Mini
Included components
Clover Quick-Start Guide
Device hub with an Ethernet port
Screwdriver
Power cable
Receipt paper
To get started, please make sure the reader is plugged in correctly. Take a look at the image to see where to plug the cables in.
Once the device is plugged in and powered on and select your language.
Wifi connection
To connect to a WIFI network, tap Connect next to the WIFI option.
Select your network. Enter the password.
Ethernet Connection
To connect to a wired network, tap Ethernet
Plug the Ethernet cable into the device hub adapter.
Press Check Connection.
⭐ Updates & Registration code
After your device connects to your internet, it's going to look for any updates that might have been made while the device was in shipping. This can take 5-15 minutes, so stay patient..
While waiting, you can prepare for the next step by looking for your registration code for the device. That would have been sent in the email with the shipping information. Make sure to check you've spam/junk folder if you're not seeing it.
🔒 Customer Mode Lock
Locking customer mode ensures a client isn't able to change or look at any settings. The credit card reader will display a static screen of the DaySmart or CardPointe Logos.
In Admin Panel, tap all 4 corners of the screen at the same time if in customer mode already.
Enable Customer Mode Lock
After you enable Customer Mode Lock, choose Launch Customer Mode and press Okay.
⚙️ Step 2: Register your Reader in DaySmart
📱 Mobile App
📱 Mobile App
In the DaySmart mobile app, click More… at the bottom right, then Settings at the bottom.
Click Credit Card Processing Settings
Click Credit Card Device Settings.
Click the + button in the bottom right corner.
Select the Device Type.
Enter the registration code: Input the code displayed on the screen, make sure to include the dashes.
Enter a Name for the device: this is your choice and comes in handy if you have more than one device.
Click Finish
💻 Website
💻 Website
Click on the three dots More.
Select Settings from the menu that appears.
Click Card Processing on the left-hand side menu, and then click Settings again.
Under your Merchant ID, click + Add Device.
Enter a Device Name. Choose a name that helps you identify the device, especially if you have multiple devices.
Enter the Registration Code displayed on the reader's screen. Make sure to include the dashes in the code.
Click Save
🖥️ Desktop
🖥️ Desktop
Click on Tools in the upper left corner.
Select Credit Card Setup from the menu.
Click the Enable credit card processing checkbox (Should be blue)
Ensure the processing method says CardConnect.
Enter your MID and click Verify.
Click the add button.
Select the Device Type
Enter a Display name, this is your choice and comes in handy if you have more than one device.
Enter the Serial Number of the device. This can be found inside the receipt printer opening or bat tapping all 4 corners of the device and looking for "HSN"
Click Okay
Return to the main settings screen and click Launch Customer Mode, then click Okay before running a payment.
🚨 If the device is not in customer mode, the device can not be located by the DaySmart software.
💳 Step 3: Run a Test Payment
As soon as your credit card reader is all set up, you're good to go! Just create a new appointment and get ready to check out. It's that easy!
🚨Action required! 🚨
Please make sure you register your CardPointe account and complete PCI compliance; otherwise, you will receive compounded non-compliant fees.
📊 Step 4: CardPointe Merchant Portal
CardPointe offers some great insights into your credit card payments! If you're curious about how to log in and explore the merchant portal, we’ve got you covered. Dive in and discover all the helpful features!
📢 FAQ
Q: How do I refund a payment?
Q: How do I refund a payment?
We’ve put together a helpful article that walks you through the easy steps to refund payments in the software.
Q: Where is my registration code?
Q: Where is my registration code?
If you're not seeing your registration code in the email with the device shipping information, 💬 Contact Us, and we can provide that for you.
💬 Contact Us
Issues with setting up the device or running a transaction, and still have questions? Contact us through our live chat option at the bottom right of this article or email us at [email protected], or schedule a call.