Note: Practices with a single terminal or device will not experience any difference in workflow
Once enabled, this feature is applicable to practice users across the whole tenant.
How it works:
Consider a practice with three terminals (A, B and C) and four users (1, 2, 3, and 4). Each time a user selects a terminal, they are provided the option to remember their selection. Assuming their choices are
1 & 2 =A, 3 = B, 4= C
- No terminals in use. User 1 sends a payment. It goes to terminal A.
- Terminal A is in use. User 1 sends a payment. She gets the option to select B or C. The payment goes to the selected terminal.
- Terminals A and B are in use. User 1 sends a payment. It goes to terminal C.
- Terminals A, B and C are in use. User 1 sends a payment. She gets the option to select A, B, or C. The payment is set to Awaiting Terminal. If user 1 resets the terminal, the payment goes to the selected terminal.
(First time selecting a preferred terminal)
(Terminal ‘A’ selected as preferred terminal)
(End of transaction, reset preferred terminal button displayed)
(Preferred terminal not reset - subsequent transaction defaults to Terminal A)
(Reset preferred terminal button is clicked - subsequent transaction takes user back to the initial select preferred terminal screen)