CardPointe Training – Setting Up CardPointe Mobile [Video Transcript]
This is the Cardpointe app which is a new mobile payments and reporting tool by CardConnect and it works hand-in-hand with the Cardpointe web-based reporting and processing platform.
Let’s take a look at setting up your mobile Cardpointe account.
First, you need to download the app.
It’s available in iTunes and in the Google Play store and as long as you’re using a recent model smart phone, it will be compatible with the Cardpointe app.
Just search the word “Cardpointe” and you’ll see the first result which shown right here. Here it is in Google Play, and here it is in iTunes.
Once it’s installed, just open it up and the login will look like this.
Now, in a previous video, I showed you how to set up your web based Cardpointe account and if you haven’t seen that yet, click the link in the description to watch that video.
In that video I show you how to set up your username and password for Cardpointe online and you will use those exact same login credentials to log in to the Cardpointe mobile app.
So, if you HAVE seen that video, and you have your username and password set, just use them to log in to the app now.
If you haven’t set up your online account and this is the first time you’re using Cardpointe mobile, just click the SIGN UP link right here and it will bring you to this screen.
Here you can enter your Merchant ID number, your tax ID, and your billing zip code.
When you click SUBMIT you’ll receive an email titled: “Welcome to CardConnect”
The email will be sent to the email address that you provided when you set up your merchant account.
The registration email looks like this and you just need to scroll down to the ACCESS CARDPOINTE button and click on it.
Once you do it will take you to a final registration screen where you can set your password, and you’re in!
The Cardpointe app is mobile version of the web based platform so anyone within your organization can be granted access to this mobile Cardpointe application by adding them as an additional user to your merchant account.
So if you have multiple technicians, sales reps, or company personal that are in the field and in need of processing payments or using the reporting functions that Cardpointe offers through the mobile application, all you have to do is add them as a user and have them download the app to their phone.
So that’s all there is to setting up your Cardpointe mobile account
If you don’t have a Cardpointe merchant account yet, and would like to set one up, click on the link in the description box for details on how to do it.
Don’t forget to give this video a thumbs up and subscribe to the channel if you found this video helpful.
I’m Brian Manning, and I’ll see you on the next one.