In this Article...
POS version 5.3 introduces Profiles, which replaces the reliance on User Settings to determine POS behavior. This is particularly valuable because it allows an admin to control the behavior of the POS (including it’s printing rules) remotely.
Article Navigation:
Profiles allow you to store a collection of settings that can be interchanged between devices. Every POS device can have its own profile, so that it can maintain a separate set of settings particular to that work-station. The benefit here is that it is extremely easy to switch between profiles — so if a POS tablet were to run out of battery or break during service, it would be easy to pick up a spare and assign it to the profile for that workstation so it could assume the correct settings. Another advantage of using a profile is that the settings can be viewed and modified from the Clubspot dashboard. Meaning that if a server were to call an off-duty manager with questions, they could log in to Clubspot, look at the profile’s settings remotely, and make any necessary changes.
Anyone who is not using profiles today is determining the POS settings based on a User. In your administrator list, you’ll likely have administrators for ‘POS 1’, ‘POS 2’, ‘Bar POS 3’, etc. These admins are signed into each iPad/POS Device individually, so that each admin can have their own set of settings. Our goal is to replace these individual admin users with individual profiles.
Head to your Clubspot Dashboard, open the Point of Sale menu, and find the Profiles page. Here, click the + NEW PROFILE button and create your first profile. Repeat until you have a profile created for every POS workstation.
Next, you’ll need to make sure that each profile has all of the settings it needs to operate. These settings are likely already configured on each device’s user. That means that the best way to transfer them, is to go look at each device and copy over the settings.
For example, we’d recommend bringing your laptop to your Bar 1 POS. Open the settings on that POS. On your laptop, open the Profile you created for Bar 1 POS. Scan each of the 4 pages (Display, Windows, Tickets, and Receipts) on your POS and make sure that the toggles on new Profile match the toggles that are already configured on your POS device.
Move on to the next POS and repeat, ensuring every Profile is set up with the settings that were already applied to each respective POS device.
Once the profile matches your user settings, it’s time to turn the profile on for that POS. To do so, open the Settings on the POS. Find the dropdown menu at the top, which likely says ‘no profile selected’. Find the profile that matches that POS device and apply it now. You’ll notice the toggles can change, adopting the settings that were set for that profile.
FYI: If you change the settings in the POS when you’re using a profile, it will save those changes at the profile level. If you need to apply a manager restriction for changing POS settings so staff can’t adjust with the profile, please reach out to [email protected].
You can certainly leave all POS devices signed into their existing admin accounts — but if you felt like you wanted to streamline the administrators, you do now have the option to use a single login for all POS devices. Because the settings are now tied to a profile instead of an admin user, you’re welcome to delete the admins you’d created specifically for POS and instead log into each device with one admin account.