Basics

Basic training documents

GoLive Checklist
Admin Walkthroughs 1. Menu  Question: "Have you tested your menu thoroughly and added any local items specific to this store?" 2. Dis...
Tue, 21 Jan, 2020 at 12:44 AM
Lesson 1. In-store Manager training (POS)
You're a Shift Lead or Manager? Learn about advanced settings and skill that you need to master and maybe also want to teach your staff. ...
Mon, 29 Jun, 2020 at 3:21 AM
Lesson 2. In-store Manager training (Cash Management)
Take your time for this very IMPORTANT lesson! Touchpoint will keep track of every single cent that enters the system and help you keeping control of yo...
Tue, 5 May, 2020 at 6:10 AM
Lesson 3. Web Admin - Menu Set Up
Learn in this Lesson 1. the concept of HQ vs. Local Items & Options,  2. how to create a Menu and it's Categories,  3. all you need to know ab...
Tue, 5 May, 2020 at 6:14 AM
Lesson 4. Web Admin - Store Setup
Logging into Back Office/ WebAdmin To make it as secure & easy as possible, we provide a 2-factor Login that works just like you login to your bank ...
Tue, 5 May, 2020 at 6:12 AM
Lesson 5. Web Admin - Loyalty and Gift Card setup
TABLE OF CONTENTS Enable the Loyalty Program on HQ Admin level Points & Rewards Setup Points Schedule : Signup Reward : Visits Reward : Asso...
Wed, 19 Aug, 2020 at 3:46 AM
Lesson 6. Web Admin - Viewing Reporting Details
Table of Contents Viewing Sales Report Order & Item Timers Accessing Order Timers in Web Admin Order Details Accessing Order Scorecard Timers on P...
Thu, 18 Jun, 2020 at 12:38 AM
Lesson 7. Web Admin - Additional Configuration
Upsell Recommend Options to bring additional value to customers while boosting your revenue. Grant a little discount to motivate the customer. ...
Mon, 22 Nov, 2021 at 9:48 AM
Staff Training Lesson 1. Getting Started
TABLE OF CONTENTS Start your shift: Clocking in using Pin / Retrieving Pin via SMS Onboarding customers to Touchpoint Loyalty Register a new Loyalty mem...
Tue, 1 Dec, 2020 at 5:42 AM
Staff Training Lesson 2. Loyalty Program & Gift Cards
Table of contents Advanced Loyalty features Add customer name Add points to new customer (converting stamps) Add Credit Card to Loyalty Account Delete...
Thu, 30 Apr, 2020 at 2:56 AM