Onboarding Cloud POS 101: Understanding The Process And

What To Expect


Welcome to FTxAcademy! The following courses will guide you through onboarding, introduce Control Center (your backend portal), and how to maximize it for your business needs. During onboarding, we'll gather info such as tax handling, and payment methods. Understanding your order and invoice processes, employee roles, and permissions is crucial for setting up your new POS system effectively.

Learn How To:

Review Key
Configurations




Use A Pricebook Datasheet


Setup Your Backend Portal


Courses To Explore

Pre-Launch Check

The Pre-Launch Check is a meeting you and the Onboarding specialist will have to go over some settings and configurations of your account. This is to ensure nothing major is missing and you are ready to Go-Live.

Michael Dockins

Michael Dockins

FREE

POS Software Overview

Welcome to the overview of our POS application. This guide provides a brief walkthrough of what cashiers will encounter on the register, helping them navigate and use the system efficiently.

Michael Dockins

Michael Dockins

FREE

Data Sheet Training

The Product datasheet is your go-to tool for importing data into the new system. This training will guide you through setting it up and highlight common mistakes to avoid.

Michael Dockins

Michael Dockins

FREE