Overview
Optimize your payment experience! Follow the steps below to seamlessly set up your Card Reader and streamline transactions.
Connecting a Card Reader
In order to connect a card reader to Otter POS to process transactions, the following must be completed, 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. |
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| 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.
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| 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). |
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| 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.
Need help? Our support team is available via the following channels:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device.
- Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
- Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours
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