Settings | Dashboard | SpotOn Express
Quick Links
- 1 Settings
- 1.1 Account Settings
- 1.1.1 Create a Tax
- 1.1.2 Edit/Delete a Tax
- 1.1.3 Create a Fee
- 1.1.4 Edit/Delete a Fee
- 1.1.5 Create a Discount
- 1.1.6 Edit/Delete a Discount
- 1.1.7 Accept Tips
- 1.1 Account Settings
Settings
An overview of the Account Settings & User Settings pages where all administrative work can be completed.
Account Settings
This page displays navigation to the following settings with bullets explaining the options within each page:
Business Information
General Information
Phone & Time Zone
Profile Photo
Mobile Hero Image
Security
Change Password
Two-factor Authentication
Taxes & Fees
Tax Settings
Fee Settings
Discounts
Standard Discounts
By Tender Type
Orders & Tips
Tip Settings
Gift Cards
Gift Card Toggle (Allow Gift Cards)
Cash Out
Tender Name
Loyalty
Loyalty Signup Page
Earning Rule
Bonus Points
Rewards
Loyalty Widget
Business Hours
Regular Hours
Holiday Hours
Employee POS Permissions
Employee / Manager Permissions
Bank Account & Tax Forms
Review Bank Account and Tax Form information
Action | Display |
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Create a Tax1. Select the Add Tax button. |
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2. An Add New Tax prompt will display fields to enter the following:
3. Select Save to complete the tax creation. |
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4. A banner will notify the tax was successfully created. |
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Edit/Delete a Tax1. Select the pencil icon on the right side of a tax to edit it. 2. Select the trash can icon on the far right side of a tax to delete it. |
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Action | Display |
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Create a Fee1. Select the Add Fee button. |
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2. An Add New Fee prompt will display fields to enter the following:
3. Select Save to complete the fee creation. |
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4. A banner will notify the fee was successfully created. |
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Edit/Delete a Fee1. Select the pencil icon on the right side of a fee to edit it. 2. Select the trash can icon on the far right side of a fee to delete it. |
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Action | Display |
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Create a Discount1. Select the Add Discount button. |
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2. An Add New Discount prompt will display fields to enter the following:
3. Select Save to complete the fee creation. |
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4. A banner will notify the discount was successfully created. |
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Edit/Delete a Discount1. Select the pencil icon on the right side of a discount to edit it. 2. Select the trash can icon on the far right side of a discount to delete it. |
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Action | Display |
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Accept Tips1. To enable tips, select the checkbox next to Accept Tips.
2. Enter up to 3 Tip Presets to be presented to customers upon checkout. Tip options will also include none and a custom amount.
3. Toggle the tip to be calculated on either:
4. Select Save, at the top right, to complete the tipping setup. |
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