📝 Overview
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
Click the arrow to learn how to set up your Clover Compact.
Click the arrow to learn how to set up your 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
Click the arrow to learn how to set up your Clover Flex.
Click the arrow to learn how to set up your 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.
Once the device is fully charged and powered on, 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
Click the arrow to learn how to set up your Clover Mini.
Click the arrow to learn how to set up your 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.
⭐ Download 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. The subject line will say "Your CardPointe Terminal Order Has Shipped". Make sure to check your 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.
You should be prompted automatically to enable this. Follow the steps below if you are not prompted by the card reader to enable the customer mode lock.
In the 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
Click on Settings
Select the Payments tab.
In the left side column, click Device List.
Refresh your webpage if the device isn't listed. Cardpointe makes conning super easy.
If you want to edit the display name, click edit on the far right and save when done.
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 your First Transaction
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! Click on the button for your software below to learn how to take a payment.
🚨Action required! 🚨
Please make sure to register your CardPointe account and complete PCI compliance to avoid 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: What if I need a different payment type?
Click the arrow to learn how to add a payment type.
Click the arrow to learn how to add a payment type.
Click on Settings
Select Configuration
From the dropdown select, View Payment Types to edit existing or Add New Payment Type.
Q: Where is my registration code?
Click the arrow to learn how to locate your registration code
Click the arrow to learn how to locate your registration code
If you don’t see your registration code in the email with your device shipping details, try searching your inbox for the subject line: "Your CardPointe Terminal Order Has Shipped!"
Still can’t find it? 💬 Contact Us, we’ll be happy to provide it for you.
Q: How do I refund a payment?
Click the arrow to learn how to refund a payment.
Click the arrow to learn how to refund a payment.
Our amazing software team has written an article with the steps to refund payments in the software.
💬 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 paymentsupport@daysmart.com, or schedule a call.