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Shift4 Training

verything your team needs to get up and running with the Shift4 One terminal. Watch the videos, follow the steps, and start taking payments with confidence. Sections: Setup, Manual Payments, Payment Links

Video 1: End-to-End Setup and Payments Demo

Watch our comprehensive guide to setting up your Shift4 One terminal and processing payments efficiently.

Video: Unboxing your Shift4 ONE (4:26), YouTube: https://youtu.be/EAAJtm08pmk?si=oNi_dVMYTr3Fxnge

What you'll learn

Connect to Wi Fi
Open Settings, then Network and Internet, select your network and enter the password.

Set up business profile
Open the Shift4 One app, go to Settings, then Employee, and enter your business name.

View transactions and refunds
Review history, email or reprint receipts, or issue refunds. Void and retake same day. Refunds are available from the next day onwards, since transactions settle overnight. Refund amounts can be customised.

Configure payments and tips
Add fast payment buttons, enable cash, and set up preset tipping amounts from Settings then Payments.

Build your menu
Create items with set prices from the Menu section so they appear on your home screen.

Accept payments
Enter the amount and tap Pay. For card, select tip and tap or insert the card. For cash, enter the amount tendered and provide change.

Note: Before transacting, make sure you have registered your account at lh.shift4.com. Check your emails to log into your customer hub.

Video 2: How to Manually Enter a Card Number

Step by step: manual card entry for pay by phone transactions.

Video: Shift4 One, Manual Credit Card Entry (0:55), YouTube
For more Shift4 Dine content, visit Shift4 Dine Resources at dine.shift4.com/resource centre, and the Knowledge Base.

  1. Begin a transaction
    Start a payment as you normally would from the home screen.

  2. Tap Enter Card Number
    On the payment screen, select the manual entry option.

  3. Enter card details
    Input the card number, expiry date, and card verification code (V code).

  4. Enter billing address
    Provide the billing address and postcode associated with the cardholder.

  5. Complete and confirm
    Finalise the transaction and select the customer's preferred receipt option.

Warning: Manual card entry should only be used for phone or mail order payments where the physical card is not present. Always verify the customer's identity before processing.

Video 3: How to Create and Send Payment Links

Payment links let you create and send customers a special URL to submit payment remotely, ideal for situations where in person payment isn't possible. Check your emails and sign up for the customer hub to access this and many other functions.

Video: Payment Links, Setup (3:13), YouTube: https://youtu.be/4CNr4FoK6GM?si=TzVGX6-9GzpsEv29
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For more Shift4 Dine content, visit Shift4 Dine Resources at dine.shift4.com/resource centre, and the Knowledge Base.

How it works

  1. Log in to the customer hub
    Go to the Shift4 Customer Hub and click Payment Links in the left-hand menu.

  2. Customise your link settings
    Click Customise Links at the top right to set a logo, headline, font, colours, redirect URL, digital wallet options, and terms and conditions requirements. These settings apply to all payment links.

  3. Create a new payment link
    Choose a ready-made template or click Add Payment Link to start from scratch. Add a name, for example the customer name or payment purpose, and enter the amount due.

  4. Configure optional settings
    Set a description, collect a billing address or company name, allow multiple payments, set an expiry date and time, or send the link directly to the customer by email. The preview form updates in real time as you configure.

  5. Save and send
    Click Save to create the link. If email delivery was selected, the system sends it automatically.

Tip: Use templates for common payment scenarios to save time. They pre-configure the most relevant settings for you.

You're Ready to Go

Your team is now equipped to set up the Shift4 One terminal, take card and cash payments, and handle manual card entry with confidence. Bookmark this page and share it with new staff as they join.

Rewatch anytime
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These videos are always here when you need a refresher.

Need help?
Contact Shift4 support any time at shift4.com/support, or call 0800 066 8986.

Onboard new staff
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Share this page with every new team member for consistent training.

Training complete. Your eMenu Essential Plan (Shift4 One) terminal is ready to take payments.

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