Zenoti Administration

Learn how to set up and manage the functions at your organization or center

Sagar Garuda avatar Madhuri Kamarajugadda avatar Urmilla Chandran avatar +2
165 articles in this collection
Written by Sagar Garuda, Madhuri Kamarajugadda, Urmilla Chandran and 2 others
Introduction to Zenoti Admin

Zenoti Admin: Overview

Find useful links to the tasks that you can perform from the Admin tab
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Written by Sagar Garuda
Updated over a week ago

Zenoti Admin Home Page

Know the different Admin level views available in Zenoti
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Written by Sagar Garuda
Updated over a week ago

General Setup Options for an Organization

Know how to customize settings and get your business running
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Written by Sagar Garuda
Updated over a week ago

General Setup Options for a center

Know how to customize the settings available for a center
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Written by Sagar Garuda
Updated over a week ago

Update General Center Business Details

Know how to edit the your center's business details such as center name, address, and language
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Written by Sagar Garuda
Updated over a week ago

Update General Organization Business Details

Know how to update your organization's business information such as location information, sales tax information, currency settings, and logo
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Written by Sagar Garuda
Updated over a week ago

Timeout Users after a Period of Inactivity

Learn about the setting you can use to log out users after a period of inactivity so as to prevent unauthorized use of Zenoti
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Written by Urmilla Chandran
Updated over a week ago

Set Up Preferred Booking Intervals of Providers

Learn how to enable preferred booking intervals, set provider interval, and view bookable slots on Appointment Book
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Written by Madhuri Kamarajugadda
Updated over a week ago

Create Call Dispositions

Learn what call dispositions are and how you can create them in Zenoti
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Written by Madhuri Kamarajugadda
Updated over a week ago
System Requirements, Browser and Printer Settings

Hardware and Software Requirements to Run Zenoti

Supported hardware, software, browser, and operating system (Windows and Mac) to run Zenoti
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Written by Sagar Garuda
Updated over a week ago

Planning for the Unexpected

While extremely rare, system outages and connectivity interruptions can sometimes occur. Are you ready?
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Written by Brian Gordon
Updated over a week ago

Basic Troubleshooting: Zenoti is Not Loading or is Responding Slowly

What to do if Zenoti is slow
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Written by Madhuri Kamarajugadda
Updated over a week ago

Advanced Troubleshooting: Zenoti Responding Slowly or Not Loading

Troubleshooting steps for advanced users when Zenoti responds slowly or does not load
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Written by Madhuri Kamarajugadda
Updated over a week ago

Browser Settings to Print Receipts and Invoices

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Written by Sagar Garuda
Updated over a week ago

Google Chrome Printer Settings

Google Chrome Browser settings for printing receipts and invoices
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Written by Sagar Garuda
Updated over a week ago

Mozilla Firefox Printer Settings

Mozilla Firefox settings for printing receipts and invoices
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Written by Sagar Garuda
Updated over a week ago

Barcode Print Settings

Learn how to configure barcode print settings for your center
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Written by Sagar Garuda
Updated over a week ago

Apple Safari Browser Printer Settings​

Apple Safari Browser Settings​ for printing receipts and invoices
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Written by Sagar Garuda
Updated over a week ago

Configuring Star TSP 100 Printer Settings

Complete these setups to ensure that your receipts are printed correctly using your Star TSP 100 printer
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Written by Sagar Garuda
Updated over a week ago

Recommended Printers and Barcode Scanners

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Written by Sagar Garuda
Updated over a week ago

Star TSP 100 Printer Settings: Configure Printer Properties in Windows

Read these instructions to make Star TSP 100 as your default printer and then change some of the printer properties
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Written by Sagar Garuda
Updated over a week ago

Star TSP 100 Printer Settings: Change Browser Settings

Update the browser settings to ensure the printer output is formatted correctly
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Written by Sagar Garuda
Updated over a week ago
Manage your Zenoti Settings

Business Units

Know how business units are useful and how you can create a business unit
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Written by Sagar Garuda
Updated over a week ago

Create and Use Tags

Know how to group guests, services, products, employees, packages or memberships based on a criteria and learn how to use tags for analysis
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Written by Sagar Garuda
Updated over a week ago

How to use Business Units to assess center performance?

Know how you can keep track of your center's performance
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Written by Sagar Garuda
Updated over a week ago

Disable Cross Center Redemptions

Learn how to restrict redemptions of packages, gift cards, and prepaid cards only to the center where they were purchased
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Written by Sagar Garuda
Updated over a week ago

Impact of Disabling Cross Center Redemptions

Learn how disabling cross center redemptions affects various screens in Zenoti
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Written by Sagar Garuda
Updated over a week ago

What is Financial Lock?

Learn why and how to lock your financial data to prevent someone from editing your financial transactions
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Written by Urmilla Chandran
Updated over a week ago

Impact of Locking your Financial Data

Learn if you can edit or backdate invoices, process refunds, collect payments, rebook appointments during the financial lock period.
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Written by Urmilla Chandran
Updated over a week ago

Enable the Split Commissions Prompt

Learn how to enable your organization’s Point of Sale (POS) window to display a prompt for splitting commissions between multiple employees
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Written by Sagar Garuda
Updated over a week ago

Manage Organization Settings

Know how to configure your organization and center settings to manage your business
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Written by Sagar Garuda
Updated over a week ago

Settings to Activate Notifications and Alerts

Know how to enable email/text message notifications and alerts for guests and employees at your organization and center
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Written by Sagar Garuda
Updated over a week ago

Organization Settings: Appointment Book

Settings to help you set up the Appointment Book's layout and appearance, setup the appointment info panel, and appointment notifications
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Written by Sagar Garuda
Updated over a week ago

Organization Settings: Employee Management

Know the settings available to manage passwords, auto set-up employee codes, manage offs, employee check-ins, and manage tips/commissions
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Written by Sagar Garuda
Updated over a week ago

Organization Settings: Point of Sale (POS) Window

Know the settings available to manage the operations your front desk can perform from the POS window
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Written by Sagar Garuda
Updated over a week ago

Settings for New Guest Creations and Guest Profiles

Know the organization and center level settings to manage guest profiles
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Written by Sagar Garuda
Updated over a week ago

Organization Settings: Zenoti Mobile

Settings that you can use to manage what your employees can perform using Zenoti Mobile
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Written by Sagar Garuda
Updated over a week ago
Manage Services

Create Service Categories and Subcategories

Learn what are service parent categories and sub-categories
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Written by Sagar Garuda
Updated over a week ago

Create a Parent Category for Services

Learn to create a service category
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Written by Sagar Garuda
Updated over a week ago

Create Service Subcategories

Learn how to create a service sub-category under a parent category
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Written by Sagar Garuda
Updated over a week ago

Create a Service

Learn how to create a service or add a new service that your center offers
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Written by Sagar Garuda
Updated over a week ago

Enter General Details of a Service

Know how to define the general details of a service
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Written by Sagar Garuda
Updated over a week ago

Enter the Price Information of a Service

Enter the sale price and tax details for a service
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Written by Sagar Garuda
Updated over a week ago

Create a Service: Select Products

Define the products that are utilized for the service and track consumption automatically
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Written by Sagar Garuda
Updated over a week ago

Select Resources for a Service

Define the employees who can perform the service
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Written by Sagar Garuda
Updated over a week ago

Select Custom Fields for a Service

Define the list of service custom data fields you want to enable for the service
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Written by Sagar Garuda
Updated over a week ago

Configure the Online Catalog for a Service

Select the services you want to offer online
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Written by Sagar Garuda
Updated over a week ago

Create a Service: Select Variants

Create variants that you want to club with the service
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Written by Sagar Garuda
Updated over a week ago

Add Related Items to a Service

Map related services and products to the service so that they appear in the webstore
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Written by Sagar Garuda
Updated over a week ago

Select Add-Ons for a Service

Assign add-ons to the service
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Written by Sagar Garuda
Updated over a week ago

Assign Add-ons to an Existing Service

Learn what are add-ons and how you can assign them to services
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Written by Sagar Garuda
Updated over a week ago

Set Up Custom Service Time for Services with Segments

Set up custom time for services for individual employees
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Written by Sagar Garuda
Updated over a week ago

Define Service Segments

Learn how to categorize the various steps involved in a service
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Written by Sagar Garuda
Updated over a week ago

What are Demand Price Groups?

Learn how you can set custom prices for services and assign them to services offered by your center
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Written by Sagar Garuda
Updated over a week ago

Create Demand Price Groups

Instructions to create various demand price groups and assign them to services
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Written by Sagar Garuda
Updated over a week ago

Assign Demand Price Groups

Learn how to assign demand price groups to services offered by your center
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Written by Sagar Garuda
Updated over a week ago

Delete a Service

Know how to remove a service
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Written by Sagar Garuda
Updated over a week ago
Manage Rooms and Equipments

Managing Room Categories and Rooms

Learn how using Room Categories and associating Rooms to these Categories can help you organize and manage your services
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Written by Sagar Garuda
Updated over a week ago

Create Rooms

Step-by-step instruction to help you create rooms, assign them to services, and add rules for reservations
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Written by Sagar Garuda
Updated over a week ago

Create Rooms: Enter General Room Information

Provide general information about the room when adding a room for your center
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Written by Sagar Garuda
Updated over a week ago

Create Rooms: Associate Services to Rooms

Select the services that can be delivered in the Room
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Written by Sagar Garuda
Updated over a week ago

Create Rooms: Define Reservation Rules for Rooms

Reserve a room for a specific duration
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Written by Sagar Garuda
Updated over a week ago

Assigning Equipment to Services

Learn how you can add or remove a service associated with an equipment
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Written by Sagar Garuda
Updated over a week ago

Assigning Equipment to Rooms

Learn how to assign your equipment to rooms at your center
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Written by Sagar Garuda
Updated over a week ago

Modifying a Room

Learn to modify the settings of an existing room in Zenoti
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Written by Sagar Garuda
Updated over a week ago

Creating Room Categories

Create Room Categories and assign them to the appropriate services and treatments that you offer
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Written by Sagar Garuda
Updated over a week ago

Editing Service Equipment Details

Learn how to update your existing service equipment details in Zenoti
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Written by Sagar Garuda
Updated over a week ago

Create a Block Out Time Type for a Room

Use Block Out Times Types to indicate why a room is unavailable for bookings; also show the duration for which a room is unavailable
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Written by Urmilla Chandran
Updated over a week ago
Manage Products

Create Product Categories and Subcategories

Learn how to create a product sub-category under a parent category
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Written by Sagar Garuda
Updated over a week ago

Create a Parent Category for Products

Learn to create a product category
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Written by Sagar Garuda
Updated over a week ago

Create Product Subcategories

Learn how to create a product sub-category under a parent category
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Written by Sagar Garuda
Updated over a week ago

Add or Update a Product

Learn how to create a product or edit a products details in Zenoti
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Written by Sagar Garuda
Updated over a week ago

Enter General Details of a Product

Know the general details you must enter when adding or updating a product
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Written by Sagar Garuda
Updated over a week ago

Define Product Sale Price and Tax for Various Centers

Choose the centers where the product is available, define the price and tax applicable for each center, and define your inventory alerts
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Written by Sagar Garuda
Updated over a week ago

Add Variants to a Product

Know how to assign variants to a product
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Written by Sagar Garuda
Updated over a week ago

Catalog Settings for a Product

Know how to configure a product for display on your Webstore
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Written by Sagar Garuda
Updated over a week ago

Assign Related Products and Services to a Product

Learn how you can cross-sell products and services to guests on your webstore
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Written by Sagar Garuda
Updated over a week ago

Delete a Product

Know how to make a product inactive for use
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Written by Sagar Garuda
Updated over a week ago

Prevent Unauthorized Access to Guest Custom Data Form

Use this setting to allow guests to log in before they can edit or view the Guest Custom Data form
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Written by Sagar Garuda
Updated over a week ago

Prevent Unauthorized Access to Service Custom Data Form

Use this setting to allow guests to log in before they can edit or view the Service Custom Data form
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Written by Sagar Garuda
Updated over a week ago

Create or update a Custom List

Learn how to add new list values or edit the existing list values for custom fields
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Written by Sagar Garuda
Updated over a week ago

Create Guest Custom Fields

Know how to create custom fields to capture additional guest information
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Written by Sagar Garuda
Updated over a week ago

Create Service Custom Fields

Learn to create custom fields for services to store specific information about each service
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Written by Sagar Garuda
Updated over a week ago

Edit a Service Custom Field

Learn how to update an existing service custom field
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Written by Sagar Garuda
Updated over a week ago

Create Reasons

Learn how to create a list of reasons to use when canceling a membership or appointment, deleting an appointment, or in turnaways
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Written by Sagar Garuda
Updated over a week ago

Create Referrals

Learn how to add referral sources and make them available to centers
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Written by Sagar Garuda
Updated over a week ago

Enable the 'Other' Gender Option

Organization settings to enable the third gender option
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Written by Madhuri Kamarajugadda
Updated over a week ago
FAQ and Troubleshooting

Unable to Login from Chrome

Something went wrong on browser? It could be due to cookies. Resolve Zenoti web login difficulties on Chrome browser.
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Written by Madhuri Kamarajugadda
Updated over a week ago

Unable to login from Firefox

Something went wrong on browser? It could be due to cookies. Resolve Zenoti web login difficulties on Firefox browser.
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Written by Madhuri Kamarajugadda
Updated over a week ago

How to Add New Sales Opportunity Types to the Custom List

Learn how to update or modify the opportunity types in the custom list
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Written by Madhuri Kamarajugadda
Updated over a week ago

Unable to See Menus under Categories > Opportunity

Settings to enable Dispositions, Stages, and Source menus under Categories
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Written by Madhuri Kamarajugadda
Updated over a week ago

Is there an option to bulk delete service categories and sub-categories?

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Written by Sagar Garuda
Updated over a week ago

How do I see how much email/text (SMS) balance I have left?

Learn to check the email or text credit balance in your organization or center
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Written by Sagar Garuda
Updated over a week ago

How do I check if a mobile number is on DND?

Useful information to track which mobile numbers are on DND
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Written by Sagar Garuda
Updated over a week ago

FAQs on Adding Cess Components to Service Tax

Few FAQs answered when adding a cess tax component to a service tax (Swacch Bharat Cess Component or Krishi Kalyan Cess Component)
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Written by Sagar Garuda
Updated over a week ago

How can I edit my center's operating hours or center timings?

Define your business/working hours (center timings), booking hours for online bookings, holidays, and off-peak hours
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Written by Urmilla Chandran
Updated over a week ago

What biometric device models does Zenoti support?

Know what biometric devices to purchase to authenticate employees during check-in and check-out
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Written by Sagar Garuda
Updated over a week ago

How to set up Zenoti Biometrics for the first time?

Learn the steps involved to configure Zenoti Biometrics software for check-in and checkout?
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Written by Sagar Garuda
Updated over a week ago

How do I install the Zenoti Biometrics application?

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Written by Sagar Garuda
Updated over a week ago

What operating systems do you support for biometric installation?

Know the supported operating systems for the biometrics application
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Written by Sagar Garuda
Updated over a week ago

How do I download the new Zenoti Biometrics software?

Know how to download the software for biometric check-in
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Written by Sagar Garuda
Updated over a week ago

Enable Zenoti Biometrics device usage for your organization

Know the permission and procedure involved to enable biometric device usage
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Written by Sagar Garuda
Updated over a week ago

How to authenticate a machine?

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Written by Sagar Garuda
Updated over a week ago

Recommended Browser Settings for Machine Authentication

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Written by Sagar Garuda
Updated over a week ago

Who can authenticate a machine?

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Written by Sagar Garuda
Updated over a week ago

Why am I being asked to re-authenticate every time I log in?

Troubleshooting solutions to address machine authentication problems
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Written by Sagar Garuda
Updated over a week ago

Flash Player Settings for Machine Authentication

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Written by Sagar Garuda
Updated over a week ago

When do I use the locations sales tax component?

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Written by Sagar Garuda
Updated over a week ago

How do I remove or delete a custom payment?

Learn what to do if you are no longer accepting a certain type of custom payment and you want to remove it from POS
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Written by Sagar Garuda
Updated over a week ago