Shift4 One Onboarding Workflow

Description: Learn how to complete the first-time onboarding experience in the Shift4 One application, including language selection, internet setup (WiFi or Cellular), the in-app tour, and final security and login steps to begin taking orders.

Overview

When you download and open the Shift4 One application for the first time, you are guided through a series of required onboarding steps. These steps ensure the device is properly connected, configured, and ready for use.

The onboarding process includes (in sequential order):

Initial Onboarding
App Tour (Optional)
Setting Up PIN and Logging In

Initial Onboarding

1. Launch the Application

Open the Shift4 One application from the device’s home screen.
This is the first screen displayed when the app is opened for the first time. No action is required at this step.

2. Select Language

Select your preferred language.

Note: This setting can be changed later if needed.
After selecting a language, select Continue.

3. Choose Internet Connection Type

You are prompted to connect the device to the internet. Two options are available:

Connect to WiFi
Set up Ethernet

If you prefer to use Cellular as your internet connection, refer to the Cellular Onboarding Flow section below.

4. WiFi Connection Flow

WiFi Setup Reminders

Review the reminders and instructions for connecting to the WiFi display.
Once these have been completed, select Continue.

Select WiFi Network

Choose the desired WiFi network from the list. This is the network the device will operate on.
After selecting the network, the next screen appears automatically. There is no Continue button on this screen.

Downloading Resources

Once connected, the device begins downloading location resources. No action is required.

Cellular Onboarding Flow (If Using Cellular Internet)

1. SIM Card Setup

You are prompted to insert a SIM card and restart the device.
After completing this step, select Continue.

2. Mobile Data Settings

The following mobile data options display:

Mobile Data: Used as the primary internet connection when WiFi is unavailable.
Data Usage: Displays the amount of cellular data used by the device.
Data Saver: When enabled, it limits overall data usage.
Hotspot & Tethering: Allows the device to share cellular internet with nearby devices.

To proceed, slide the toggle to enable Mobile Data.

3. Cellular Connection

The device will begin connecting to the cellular network.
This process may take up to 10 minutes. No further action is required during this time.

Connection Confirmation

Once connected, the user will see a "Connection Successful" message. No action is required.

Downloading Resources

Once on cellular, the device begins downloading location resources. No action is required.

App Tour (Optional)

Overview

After internet setup, you are guided through an app tour designed to provide instructional tips and best practices.

You may select Skip Tour at any point.
Use on-screen arrows to move forward or backward through the tour.

App Tour Highlights

Overview

After the internet setup, an optional app tour is displayed to provide helpful tips and guidance for the best results. You may select Skip Tour at any point during the app tour. Use the arrows on the screen to advance to the next window or return to previous windows.

App Tour

Welcome to the Shift4 One App.
Reminder to keep the device charged.
Prompt to insert paper into the device for printing receipts, reports, and other documents.
Overview of payment acceptance capabilities.
Overview of Tax Free Form processing.
Overview of refund functionality.
Overview of reporting features.
Instructions for navigating away from the Tax Free Form screen.