Shift4 One Overview and Setup

Description: Learn about Shift4 One (formerly known as SkyTab SOLO), our standalone payment device that you can use for pickup and delivery, curbside pickup, and more. Shift4 One operates with cellular data so that you can process payments virtually anywhere. 

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Learn more about the product and setup instructions below.

Jump to the section below that matches what you need to do:

Scenario	Go to this Section
Initial setup from the box	Set Up Shift4 One
Navigate to settings for various settings	Locate Shift4 One Settings
Choose a name to display on main screen	Employee
Business information to reflect on receipts	Business Profile
Settings associated with Advantage Program	Set Up Advantage Program
Take a Payment on Shift4 One	Payments
Set up the tax based on the state	Taxes
Settings regarding tips	Set Up Tips
Business information for receipts	Receipts
Settings for Kiosk Mode, ID Check, Gift Cards, PIN protection	Additional Features
PAX A800 and PAX A930	Use the Navigation Buttons

Shift4 One is a simplified version of the SkyTab application that offers the following features:

• 4G / LTE enabled.
• Ideal functionality for curbside pickup and at-the-door delivery.
• Available to all customers on any gateway with no POS integration required.

Below is the currently available documentation regarding Shift4 One:

• Merchant Training - Quick Reference Guide
• Setup Advantage Program on Shift4 One

Set Up Shift4 One

Follow the instructions below to easily set up Shift4 One right out of the box:

1. Open the Shift4 One application from the device’s home screen.
   
2. Tap Setup Account.
3. Enter the employee name that will be displayed within the app and used for reporting. When done, press the back arrow in the top-left corner to return to the home screen.
   
4. Select the hamburger icon (3 horizontal lines) in the top-left corner to access the navigation menu.
   
5. Once complete, you can return to the home screen.

Locate Shift4 One Settings

1. Open the Shift4 One application.
   
2. Select the hamburger icon (3 horizontal lines) in the top-left corner.
   

3. Navigate to Settings.
   

   Here, you can set up the Employee or Business profile.

Employee

Choose a name that will be displayed on the main screen.

1. Select Settings > Employee.
   
2. Provide an entry.
   
3. Press the checkmark icon to complete the entry and go back.
   

Business Profile

Here, you can set up the business information that will reflect on the receipts.

1. Select Settings > Receipts.
   
2. Fill in the name, phone number, and address of your business.
   
3. Once complete, you can return to the home screen. 

Set Up Advantage Program

If your business has the Advantage Program, it needs to be set up on the Shift4 One application to be applied to every payment. This can be done from the Settings menu. Make sure to select the correct program and percentage.

From the Settings menu, select Advantage Program:

For additional information on configuring Shift4 One, please refer to the following resources:

• Setup Advantage Program on Shift4 One
• Advantage Program FAQs

Payments

From the Settings menu, select Payments.

Set Up Payment Options 

1. Select Edit next to the applicable payment amount.
   
2. Enter the amount.
3. Select Continue to automatically save and display on the main screen among the main payment options.

Enable Go Home After Payment Option 

Toggle Go Home Screen After Payment to control whether the device automatically returns to the Home screen after a payment is completed.

Payment Types 

Toggle options including Credit Card, Debit, and Cash.
Note: For additional information, refer to Take a Payment on Shift4 One.

Taxes

From the Settings menu, select Taxes.

Create New Tax

1. Select Create New.
   
2. Set up the tax based on the state
   Note: For specific information, refer to Configure Sales Tax in Shift4 One.
   

Set Up Tips

From the Settings menu, select Tips.

• Enable Tipping - Displays the tips on the application during the payment. 
  Note: It needs to be disabled for tips to be accepted via Receipt.
• Enable default tip selection - Designate the tip values for Tip 1, Tip 2, and Tip 3 as the default selection.
• Enable Threshold Amount - Select a Minimum Threshold amount for the tips.
  For additional information, please refer to the following resources: 
• Perform a Tip Adjustment on Shift4 One

Receipts

From the Settings menu, select Receipts.

Here, you can enable the tip line and the signature line to be displayed on the printed receipts. You can also enable the prompt for the second receipt.  

Note: The business information for the receipts needs to be set up under the Business Profile tab.

Additional Features

From the Settings menu, select Additional features.

Here, you can enable: 

• Kiosk Mode 
• ID Check
• Gift Cards
• PIN Protection  

Note: PIN protection will lock the Settings with a PIN code. To set it up, you will need to enter the default PIN code, which is today’s date in yyyy/mm/dd format.

How to Use the Navigation Buttons

Since the Shift4 One runs on an Android device, it shares the same navigation buttons as other Android devices. Refer to the following information on how to use the Android buttons.

PAX A930 

	Overview: Shows you all open screens/apps
	Home: Takes you back to the home screen.
	Back: Returns to the previous screen or backs out of the app entirely.

PAX A800

	Overview: Shows you all open screens/apps
	Home: Takes you back to the home screen.
	Back: Returns to the previous screen or backs out of the app entirely. Note: One example of when the Back button would be helpful is when an incorrect amount is typed when setting up a transaction.  You can press the Back button if you accidentally add the wrong amount. You’ll be prompted if you want to exit the payment flow. Press Exit and you’ll return to the main SkyTab screen.