Overview
Optimize your payment experience! Follow the steps below to seamlessly set up your Card Reader to begin processing credit/debit transactions on Otter POS.
Connecting a Card Reader
In order to connect a card reader to Otter POS to process transactions, the following must be completed, or else the card reader will not pair successfully:
• Stripe account connected in the Otter Dashboard: Otter POS: Guide to Connecting Stripe
• Card reader is fully charged before attempting to connect for the first time
| Step | Process | Image |
|---|---|---|
| 1 | Head to the profile icon on the top right corner of the screen and select [Settings] from the drop-down. | |
| 2 | Select the [Hardware] tab on the left side of the screen, and then select [Add a card reader] to begin. |
|
| 3 |
Similar to a printer, you can select to pair a card reader using Bluetooth or USB-C connection. Select [Set up with Bluetooth] to change your connection method.
|
|
| 4 |
Once you have chosen your connection method, your terminal will automatically begin scanning for a card reader. Make sure your card reader is turned on before connecting by tapping the button on the side and ensure it is on at least 75% charge (showing three green lights when the button is pressed). |
|
| 5 | For credit card payments, customers can tap, swipe, or scan the card reader as shown in the images. |
Don’t see your Card Reader?
If you received the correct device but still don’t see a connection to your card reader, reference Otter POS: Card reader connection not working for troubleshooting steps.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Send us an email at otterpossupport@tryotter.com. |
Related to
Updated