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Getting Started

2 articles A By Admin

First steps with XPOS β€” set up fast and start selling with confidence

Connect WYO CRM

πŸ”— Connect WYO CRM Bind this store to your WYO CRM account with Account ID and API Key so CRM, member search on POS, and booking customer pick can load members. πŸ“ Steps 1. Open CRM in the left sidebar. On first use (no account bound yet), the CRM Integration dialog opens and stays until you finish or dismiss it. 2. Scan the QR under Scan QR to Sign Up, or tap Click to Sign Up, to create a WYO CRM account in the browser. 3. When you already have an account, tap I have an account,Next step. 4. After logging in to WYO CRM, open that site’s Settings and select Integration. Copy the Account ID and API Key shown there (this is not XPOS SETTINGS). 5. Paste them into Account ID and API Key on the POS dialog. 6. Tap Confirm Integration. A valid pair closes the dialog and loads the member list. πŸ’‘ Tip: Wrong credentials show Invalid Account ID or API Key. The same dialog also appears if you tap the POS ticket contacts icon or pick a booking customer before the store is bound. 🎬 Video Guide Watch Demo Video

Create the First Admin Account

πŸš€ Create the First Admin Account After you register the first device on a new outlet, create the first Admin so staff can sign in with a PIN. πŸ“ Steps 1. Sign in with the merchant account and select the outlet to register this device. 2. Confirm the outlet. Wait while the device shows Syncing Data. 3. If this outlet has no staff yet, the Create First Admin Account dialog opens (heading Detail Edit). This is not the later Add Employee screen. 4. Enter Name and Email. Tap the pencil next to Password, then in Edit Password enter a 4-digit Password and the same digits in Re-Password. Tap the green check. 5. Leave Role as Admin β€” the dropdown is locked and cannot be changed on this first account. 6. Tap the green check on Create First Admin Account. The app then opens the staff PIN screen β€” sign in with the Admin you just created. πŸ’‘ Tip: This dialog appears only once, when the outlet has zero employees after the first device sync. Do not close it until you save β€” the outlet has no PIN login until this Admin exists. Add cashiers and other staff later from MANAGEMENT β†’ Employee (Add Employee), where Role can be Cashier, Manager, Admin, or a custom role. 🎬 Video Guide Watch Demo Video