Collect a signature on the store iPad

Use the store tablet to let a customer review and sign the transaction sent from the staff workspace. Keep the iPad awake and check the customer and clinic location before collecting a signature.

Before you begin

The tablet needs an internet connection and the clinic’s Business ID, Store Branch, and Login Code. Obtain these from your administrator; they are not the customer’s login details. The staff workspace and tablet must use the same clinic location.

1. On the tablet login screen, enter Your Business ID and tap Confirm.
2. After verification, select Store Branch, enter Login Code, and tap Connect.
3. Check the location on the idle screen and wait for Connected to server. If disconnected and the button is available, tap Reconnect.

Review and sign

1. In the staff workspace, review the purchase, redemption, refund, or other transaction and continue to its signature step. Keep the waiting-for-signature dialog open.
2. When the bill appears on the iPad, check the customer, location, items, quantities, payment methods, and total. If something is wrong, stop and ask staff to cancel and correct it before signing.
3. Ask the customer to sign in the Signature area. Confirm becomes available after a signature is captured. To start again, tap Clear Signature and sign again.
4. Tap Confirm once and wait while Processing… appears.
5. Look for Transaction Complete on the tablet and completion in the staff workspace. The tablet then returns to its idle screen. Staff should check the transaction and resulting balances before starting another checkout.

A signature drawn on the screen is not yet a completed transaction. Wait for the completion result.

If the signature screen does not appear

Check that the iPad is awake, on its idle screen, connected, and using the same location as the staff workspace. If the workspace says the tablet is disconnected, wake or reconnect it, then cancel the waiting dialog and retry the checkout after checking for an existing transaction.

A newly sent bill can replace a pending bill and clear its signature. Always review the bill currently displayed; do not assume it is the previous customer’s transaction.

If confirmation fails

The tablet displays Transaction Failed with the error. A signature-upload network error offers Retry and Cancel. Check connectivity and have staff inspect the transaction history and balances before retrying an uncertain result. For other errors, retain the message for the administrator and check the transaction before starting again.

If the workspace is still waiting after a tablet success, check the recorded transaction before resubmitting. An administrator may have an option to complete certain workflows without a signature; follow your clinic’s approval process and do not use that option merely because the tablet is slow.

See Rules & FAQ for the effects of purchases, redemption, and refunds.