In this step-by-step tutorial, we’re demonstrating the simple and easy setup process for the
WisePad 3 card reader.
Keep watching to learn how to set up your card reader and how to accept tap and chip
payments.
Hey everyone, it’s Aly with Shopify.
Before we get started on the WisePad 3 setup, there’s a few important setup requirements
we need to go over first.
For full details on eligibility and card reader setup requirements see the links in the description.
First, this video discusses the WisePad 3 card reader.
To follow along, make sure that your reader matches what you see here.
Next, make sure that you’re using a compatible iPad or iPhone running on the software versions
linked below.
You also need to confirm that both your device and Shopify POS app have bluetooth enabled.
Open the “Settings app” on your device, and tap “Bluetooth”.
Be sure the Bluetooth button is toggled on.
Then, scroll to the Shopify POS app and toggle on the Bluetooth button here too.
Then enable location settings for your POS.
Don’t worry if you don’t see location settings right now, you’ll be asked to enable
locations when you connect the card reader later.
Next, you need to set up Shopify Payments as your payment provider with test mode disabled.
For a full walkthrough on how to set up Shopify Payments, see the links in the description.
After this is done, we need to enable Shopify Payments in the POS app.
From your POS app, tap the “menu icon”, and then tap “Settings.”
On the new page, tap “Payment Settings”, then “Credit/debit”.
Make sure the button for “Accept credit cards at checkout” is toggled on.
Now you’re ready to set up your reader.
Tap “Back” to go back to the “Settings” page.
You can connect your reader in a few different ways.
The first is tap connected in the bottom right, and tap “Set up hardware”.
The second, is to scroll to the “Hardware” section on the “Settings” screen, and
tap “Set up hardware.
Either method brings you to the same screen Select hardware type.
From the list of hardware, tap “card reader,” and then tap “WisePad 3”
Follow the on screen prompts and press the power button on the front of the reader.
This action enables Bluetooth pairing mode.
When the reader is discovered by your device, the name of the reader appears with a device
number.
Confirm that the correct reader is being paired by checking that the last four digits of the
serial number on the back of the reader match what is showing on the POS app.
After you confirm that the numbers match, tap “Connect card reader”.
The device will take a few seconds to pair.
You might also see a prompt to update the reader’s software.Tap “Continue” if
you see this screen so the software updates in the background.
Otherwise, tap “finish setup”.
Next, the Shopify POS App shows you an overview of the card reader.
Tap “Next” or “Skip” to move through the screens.
Then, tap “Connected” to see the connectivity status of your reader.
Here you see the WisePad reader we just connected.
Tap on your WisePad to see more details like the battery percentage, serial number, and
to get help.
After the card reader is paired, it stays connected unless one of the following scenarios
takes place:
1 - You close the Shopify POS app.
But, the card reader should automatically connect once you open the Shopify POS app
again.
2 - You select “Connect card reader” even though the reader is already paired.
This triggers the connection process to start over.
Or 3 - You select “Forget card reader”.
If any of these scenarios take place, follow the steps outlined in this video to connect
the WisePad again.
Now that your card reader is connected, it’s time to take a payment.
For full details on how to customize your cart like adding products, customers and discounts,
then see the link in the description for a full walk through.
Now, let’s look at an example of accepting payment.
Here we have an order with a t-shirt in the cart and the customer’s information is already
added.
Tap “Checkout”.
If the WisePad 3 terminal is connected and ready, the tap or insert card option becomes
available on the reader.
To use the chip, instruct your customer to insert their card.
A screen prompting them to enter their PIN appears.
This example is with a credit card, but if the customer is using a debit card, the options
will be slightly different.
When the transaction is “Approved”, the customer can remove their card.
If the customer chooses to tap their card, they need to hold their card against the face
of the WisePad until it beeps.
The transaction will then be authorized and approved.
Tap payments can have purchase limits, depending on the payment type and country.
If your customer is making a large purchase, or they’ve exceeded their tap limit, have
them insert their card and use their PIN instead.
After the transaction is approved, choose whether to provide a receipt and the customer’s
preferred delivery method.
Now you know how to set up your WisePad 3 and how to accept payments.
For more videos on Shopify POS card readers, subscribe now.
And for more information, help.shopify.com