FAQs
Answers to frequently asked questions.
By James and 2 others3 authors43 articles
- Cash drawers: the Sunmi MAX and Mini, which terminals they work with, and how to set one upStackably offers two Sunmi cash drawers, the full-size MAX and the compact Mini. Which terminals take a drawer, how it connects, and where to turn on drawer counting and payouts.
- Email and text receipts from the terminalAfter payment the Stackably terminal offers to print the receipt, email it or text it; how each option works and what the customer receives.
- Split payments on the terminal: paying one order with more than one tenderHow to use the Split button on the Stackably terminal to take part of an order by card, cash, gift card or ACH and the rest by another tender; and…
- Gift cards on the terminal: selling, checking a balance and redeeming a gift card (Factor4)Stackably gift cards run on an integration with Factor4. How to get set up, and how to sell, reload, check the balance of and redeem a gift card from the…
- Employee logins and roles on the terminal: creating an employee, their PIN, and what a cashier vs. a manager can doHow to create an Employee contact so staff get a PIN for the terminal, how to set up positions (roles) under Contacts › Employee › Settings, and how the role…
- Barcode scanning at checkout: scanning items into an order on the P3 MIX, T3 and D3 Pro with the handheld scanner, the Blink 2 scan box or the P3 MIX built-in scannerHow barcode scanning works on Stackably terminals: which devices and scanners scan, the SKU is what gets matched, a scan starts a New Order and adds the item, repeat scans…
- Networking at Stackably: the $10/month Ubiquiti network, the $20/month 5G internet backup, SIM cards in terminals, and why we do not offer offline modeWhen a location needs the $10/month Ubiquiti network (printers away from the terminal, KDS), when it does not (USB printers, label printers), additional networking, the $20/month 5G backup, terminal SIM…
- Can I start an order on one device and take payment on another? Open orders, the CPad Pay and POS-to-terminal paymentsStackably can't yet send an order to a separate terminal for payment. Leave it open and pay on any device, or use a T3 or D3 Pro with the CPad…
- Stackably hardware guide: choosing the right Sunmi devices for your businessEvery piece of Stackably hardware (P3H, P3 MIX, T3, D3 Pro, CPad Pay, CFD + SmartPad, KDS, network and label printers, scanners, drawers), what each is best for, when the…
- Setting up services in Stackably and booking them on the P3H and P3 Mix terminalsHow the services, categories, staff, add-ons and family members you set up in the Stackably dashboard appear on the terminal, and how a booking made on the terminal shows up…
- Managing appointments on the P3H and P3 Mix terminals: reviewing, completing, cancelling and taking paymentWhat you can do with a booked appointment from the Stackably terminal: open it from the Scheduled or Calendar view, mark it complete, cancel or reschedule it, and take payment…
- Walk-in services on the P3H and P3 Mix terminals: ringing up a service and taking payment nowHow to use Add to Order on the Stackably terminal to put a service, its add-ons and any retail products into an order and take payment straight away, instead of…
- Which terminal is right for your business? The Stackably hardware lineupA guide to Stackably's Sunmi terminals: the P3H handheld (6.75-inch), the P3 MIX (10.1-inch), the T3 station (15.6-inch) and the D3 Pro desktop station (15.6-inch), each with a CPad Pay…
- Quick Sale on the P3H and P3 Mix terminals: charging any amountHow to run a Quick Sale on the Stackably terminal (Sunmi P3H handheld or P3 Mix countertop): enter an amount, add a note or customer, apply a discount, choose Card,…
- New Order on the P3H and P3 Mix terminals: ringing up products and checking outHow to build an order from your product list on the Stackably terminal (Sunmi P3H or P3 Mix): search and filter products, add items, set an open price, create a…
- Booking variations on the P3H and P3 Mix terminals: family members, pets, add-ons, free services and reschedulingHow the terminal booking flow changes for a family member or pet, service and product add-ons, a free service, a booking started from the Calendar, and rescheduling.
- Booking an appointment on the P3H and P3 Mix terminalsStep by step: pick a service on the Stackably terminal, attach an existing or new customer, choose the employee, date and time, record how the customer heard about you, and…
- Creating Your First Product & OrderEnd to end: add a product in Stackably (Shop+ → Products), publish it to the Point of Sale, sync your terminal, then ring it up and take payment on the…
- Services on the P3H and P3 Mix terminals: the Services tab and its viewsA tour of the Services tab on the Stackably terminal (Sunmi P3H handheld or P3 Mix countertop): the service list, search and category chips, and the Services, Scheduled, Calendar and…
- Stackably Admin app: the DashboardWhat the Dashboard in the Stackably Admin iPhone app shows: monthly profit, income and expense, the Business Report chart and overdue payments.
- Stackably Admin app: switching workspaces and location notificationsHow to switch between organizations or roles in the Stackably Admin app, and how to turn alerts on or off for each location on your phone.
- Stackably Admin app: the notification centerHow to read and filter alerts in the Stackably Admin app: new contacts, payments, birthdays, tasks, events, classes and more.
- Stackably Admin app: the Me tab (clock in, schedule, time off and pay)How employees use the Me tab in the Stackably Admin app to clock in, see assigned tasks and shifts, request time off and check earnings and tips.
- Stackably Admin app: the More menu and customizing your tab barA map of every section in the Stackably Admin app's More menu and how to pin your favorite sections to the bottom tab bar.
- Stackably Admin app: finding, filtering and adding contactsHow to browse contacts by type in the Stackably Admin app, choose which details show in the list, and add a new client, employee or lead from your phone.
- Stackably Admin app: viewing and editing a contact profileWhat each tab on a contact's profile in the Stackably Admin app does (Overview, Contracts, Progression, Billing, Marketing, Files, Activity) and how to edit a contact.
- Stackably Admin app: managing a contact's membershipsHow to add, freeze, extend, share or terminate a membership from a contact's Contracts tab in the Stackably Admin app, and what you can do with each scheduled payment.
- Stackably Admin app: a contact's Billing tabWhat the Billing tab on a contact in the Stackably Admin app shows: Process Payment, payment authorization, linked family payment sources, saved cards, billing address and invoices.
- Stackably Admin app: digital business cardsHow to create your own digital business card and scan a paper business card into a new contact with AI in the Stackably Admin app.
- Stackably Admin app: managing your community feed, members and groupsHow to post to the community feed, invite or remove members, and create and manage groups (public, private or restricted) from the Stackably Admin app.
- Stackably Admin app: sending community notifications (push, email and SMS campaigns)How to send or schedule a push notification, email or text to your community members from the Notify tab in the Stackably Admin app.
- Stackably Admin app: using the Calendar, taking attendance and booking appointmentsHow to view your schedule in the Stackably Admin app, switch between list and month views, filter by type, check in class attendees and book a new appointment.
- Stackably Admin app: Goals and TasksHow to track goals, goal workspaces and tasks in the Stackably Admin app.
- Stackably Admin app: Quick Sale (charging any amount from your phone)How to ring up a quick sale in the Stackably Admin app for a guest or contact, add a product, and take cash, card or check.
- Stackably Admin app: adding products and marking items out of stockHow to view and add shop products from the Stackably Admin app (photos, pricing, tax, inventory, shipping, modifiers, sales channels, status) and use Out of Stock mode.
- Stackably Admin app: shop courses, memberships, coupons and store settingsWhat the Courses, Memberships, Coupons and Settings tabs in Shop do in the Stackably Admin app, including sharing, editing or archiving a membership and updating your store name, banner, URL…
- Stackably Admin app: viewing, creating and sending invoicesHow to find invoices by status, open an invoice, send it, copy a payment link, take payment and create a new invoice from the Stackably Admin app.
- Stackably Admin app: income, expenses and profit & lossHow to read the Income, Expenses and P&L tabs in Finance in the Stackably Admin app, including filtering transactions and viewing totals by payment method.
- Stackably Admin app: built-in reportsA guide to every report in the Stackably Admin app: contact statistics, birthdays, expiring memberships, retention, progression, qualified, memberships, autopay, commission, pipeline, taxes, gift cards and sales forecast.
- Stackably Admin app: text conversations and business phone callsHow to read and reply to customer text threads, start a new conversation, and use the business phone line (calls, dialer, voicemail, recordings) in the Stackably Admin app.
- Stackably Admin app: Documents and FilesHow to track contracts and e-signature documents and browse uploaded files in the Stackably Admin app.
- Stackably Admin app: Forms and QR codes / barcodesWhat the Forms and QR / Barcode sections in the Stackably Admin app show, and where to build them.
- Stackably Admin app: Settings and App SettingsHow to update your profile, change your password, set language, currency and notification preferences, check your plan and SMS credit wallet, manage app permissions and caller ID, and sign out…