C hase Mobile Checkout – PLUSSM Mobile Application Quick Start

C hase Mobile Checkout – PLUSSM Mobile Application Quick Start
Chase Mobile Checkout – PLUS
Mobile Application Quick Start Guide
SM
Grow your business — whenever and wherever you want!
1
Contents
Getting Started
Getting Started
3

Download the App
3

Signing In
4
Activating Your Card Reader
5

Pairing Your Card Reader with Your Mobile Device
5

Activate Your Card Reader
9
In order to use Chase Mobile Checkout – PLUS, you will need to first set up
an account with Chase Paymentech. To speak with a Sales Representative,
please call 1.877.522.5533.
Getting Started
In order to use CMC-PLUS, you will need to first set up an account with Chase
Paymentech. To speak with a Sales Representative, please call 1-877-522-5533.
Once your account has been created, you will need to validate your
email address by clicking
on the
link within
the welcome
email.
Once your
account
has been
created, you
will need to validate your email add
by clicking on the link within the welcome email.
You will be asked to set the following to protect your account:
You will be asked to set the following to protect your account:


Password
- Password
Your password willYour
be password
used anytime
you sign in to the
will be used anytime you sign in to the Merchant Portal or CMC-PLU
Merchant Portal or
ChaseApp.
Mobile Checkout – PLUS Mobile App.
Mobile
- Verification Preference (two-factor authentication)
Verification Preference
(two-factor authentication)
When signing in from a new device or web browser, you will be asked to enter a
When signing in from a new device or web browser,
temporary verification code. The verification code will be sent to your email address
you will be asked mobile
to enter
a temporary verification code.
number based on your preference selection.
The verification code will be sent to your email address
or mobile number based on your preference selection.
Download the App
The CMC-PLUS Mobile App is available for iOS and can be downloaded from th
App Store by searching for CMC-PLUS.
Download the App
Once the –CMC-PLUS
Mobile
has been
The Chase Mobile Checkout
PLUS Mobile
App App
is available
fordownloaded
iOS and cantobeyour device, you will
need
to Store
sign inbytosearching
your account
beforeMobile
you can
use it. – PLUS.
downloaded from the
App
for Chase
Checkout
Once the Chase Mobile Checkout – PLUS Mobile App has been downloaded to your
device, you will need
to sign in to
Signing
Inyour account before you can use it.
2
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
3 of 10
3
Activating
Reader
Activating
YourYour
Card Card
Reader
Signing In
Activating Your Card Reader
Once you have set up your account and received your card reader, you must
Once you
have set up your account and received your card reader, you must
activate it in order to accept Debit & Credit transactions.
activate it in order to accept Debit & Credit transactions.
Your Chase Mobile Checkout – PLUS account is secured using your registered
MC-PLUS
account is secured using your registered email address and
email address and password.
ord.
When signing into the Chase Mobile Checkout – PLUS Mobile App or Merchant
signing
into the CMC-PLUS Mobile App or Merchant Portal, you may also be
Portal, you may also be required to enter a (two-factor authentication) code
ed to sent
enter
a (two-factor
code sent to your email address or
to your
email addressauthentication)
or mobile phone number.
e phone number.
Once you have set up your account and received your card reader, you must
You willitneed
to pair
your card
reader
usingtransactions.
Bluetooth on your mobile device. Once
activate
in order
to accept
Debit
& Credit
You will successfully
need to pairpaired,
your card
using Bluetooth
on yourusing
mobile
youreader
can activate
your card reader
the CMC-PLUS Mobile
App.will
device. Once
successfully
paired,
activate
card reader
using
You
need to pair
your you
cardcan
reader
usingyour
Bluetooth
on your
mobile device. Once
successfully
paired, you
can activate
your card reader using the CMC-PLUS Mobile
the Chase
Mobile Checkout
– PLUS
Mobile App.
Ensure your card reader is charged for at least 15 minutes before continuing.
App.
Ensure your card reader is charged for at least 15 minutes before continuing.
Ensure your card reader is charged for at least 15 minutes before continuing.
n in to
theinapp:
To sign
to the app:
Pairing Your Card Reader with Your Mobile Device
Pairing
Reader
with Bluetooth
Your Mobile
Device
The pairingYour
processCard
requires
that you enable
on your iOS
device (iPhone,
1. Launch
the ChaseApp
Mobile
– PLUS App
nch the
CMC-PLUS
onCheckout
your device.
PairingiPod
YourorCard
iPad). Reader with Your Mobile Device
on your device.
The pairing
requiresrequires
that youthat
enable
on youron
iOS
device
The process
pairing process
you Bluetooth
enable Bluetooth
your
iOS device (iPhone,
Access
the
Bluetooth
Menu:
iPod
or
iPad).
(iPhone, iPod or iPad).
2. Enter
your
Email Address
Password and
and
er your
Email
Address
and and
Password
click
the
Sign
In
button.
k the Sign In button.
1. Openthe
theBluetooth
settings menu
on your iOS device
Access
Menu:
and navigate to Bluetooth Settings. Ensure
Access the
Bluetooth
Bluetooth
isMenu:
turned
on. on your iOS device
1. Open
the settings
menu
When the Remember me check box is selected,
your email address is pre-populated the next time
the Remember me check box is selected,
you sign in from the same device.
and navigate to Bluetooth Settings. Ensure
Bluetooth
turned
1. Open the
settings is
menu
on on.
your iOS
device and navigate to Bluetooth Settings.
Ensure Bluetooth is turned on.
mail address is pre-populated the next time
gn in from the same device.
2. Your phone will be discoverable. The name
Note:
ot your password?
Forgot your password?
i
You can reset your password yourself on the Chase Mobile Checkout – PLUS Mobile App or call
can resetMerchant
your password
yourself on the CMC-PLUS Mobile App or
Support at 1.800.507.0782.
Merchant Support at 1-800-507-0782.
Setting your PIN
If this is your first time signing in, you will be prompted to set your 4 to 6 digit Authorization PIN.
ng your PIN
Your Authorization PIN is used as an additional security check if your password was incorrectly
multiple
times during
sign in.
s is yourentered
first time
signing
in, you
will be prompted to set your 4 to
it Authorization PIN.
4
Authorization PIN is used as an additional security check if your
2. Your phone
will phone
be discoverable.
The name
of your
will be displayed
in the
Bluetooth
Menu
as
shown
to
the
right.
of your
will bewill
displayed
in the Bluetooth
2. phone
Your phone
be discoverable.
The
name
of
your
phone
will
be
displayed
in
the
Menu as shown to the right.
Bluetooth Menu as shown to the right.
Turn on your Card Reader:
Turn on your Card Reader:
3. Press and hold the power button on the
side of your card reader. If the card reader
3. Press andis hold
theon,
power
button
onthe
thepower
side
already
holding
down
button
will reboot
it. reader is already on,
of your card
reader.
If the card
holding down the power button will reboot it.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
Access the Functions Menu:
5 of 10
5 of 10
5
0 – Search Devices by pressing 0 on the card
reader. The card reader will begin to search
for your iOS device.
4. When you see the screen shown to the
right, open the Functions menu by pressing
F within 2 seconds.
the Functions
Access theAccess
Functions
Menu: Menu:
for device:
your iOS device:
Search forSearch
your iOS
If the Functions menu is not displayed, you can
4. When you see the screen shown to the
the
terminal
by
holding
the right,
power
4. Whenreboot
youright,
see
the
screen
shown
tomenu
the
open
the Functions
by pressing
button, and try again.
open the Functions
menu by pressing F within
F within 2 seconds.
7. In the Available Devices menu, select option
7. In the Available
Devices menu, select option 0 –
0 – Search Devices by pressing 0 on the card
Search Devices
pressing
0 on will
the begin
card reader.
reader.by
The
card reader
to search
for yourwill
iOSbegin
device.
The card Note
reader
to search for your
iOS device.
2 seconds.
If the Functions menu is not displayed, you can
reboot the terminal by holding the power
Note menu is not displayed, you can
If the Functions
button, and try again.
reboot the terminal by holding the power button,
To turn off your card reader, hold # and
and try again.
at the same time.
Note
NavigateNavigate
toTo
Bluetooth
Pairing:
turnto
offBluetooth
your
card Pairing:
reader, hold # and
at the same time.
5. In the Functions menu, navigate to option 4
5. In the Functions menu, navigate to option
- BT Pairing by pressing 4 on the card
4 – BT Pairing
reader.by pressing 4 on the card reader.
Quick Start Guide version 1.0
Updated 1/27/17
6. In the BT Pairing
i
Confirm Pairing Between Devices:
Your iOS device will be displayed on the card
The following
screens
willreader
be displayed
on your
reader.
The card
may discover
multiple
The
following
screens
will
displayed
on your
devices.
Use device.
the
F2 and
F3be
keys
to navigate
the Card Reader and iOS device.
Card Reader
and
iOS
menu to find your iOS device.
to navigate
Chase Mobile Checkout-PLUS
8. Select your iOS device on the card reader.
Quick Start Guide version 1.0
7 of 10
Updated 1/27/17
6 of 10
menu, select option 2 – Pair
6. In the BTDevice
Pairing(iOS)
menu,
option
byselect
pressing
2 on the card
2 – Pair Device
(iOS)
by
pressing
2 on
reader.
Chase Mobile Checkout-PLUS
Access
the Functions
Menu:
the
card
reader.
Quick
Start
Guide
version
1.0
6 of 10
The following screens will be displayed on your Card Reader and iOS device.
Updated 1/27/17
4. When you see the screen shown to the
right, open the Functions menu by pressing
F within 2 seconds.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
Updated 1/27/17
7 of 10
YouYou
must
must
confirm
confirm
thethe
pairing
pairing
request
request
on on
both
both
thethe
card
card
reader
reader
andand
iOSiOS
devices.
devices.
You must confirm the pairing request on both the
card
reader
andReader
iOS
devices.
9. Press
9. Press
OKOK
on on
the
the
Card
Card
Reader
If
the Functions
menu iOS
is notdevice:
displayed, you can
Search
for your
reboot the terminal by holding the power
button, and try again.
7. In the Available Devices menu, select option
0 – Search Devices by pressing 0 on the card
reader. The card reader will begin to search
Note: Note
for your iOS device.
To turn To
offturn
your
reader,
hold
# and
]atatthethe
same
off card
your card
reader,
hold
# and[
same
time.time.
Note Pairing Between Devices:
Confirm
Your iOS device will be displayed on the card reader.
For iOS
your
card
reader
to
find your
The card reader
may
discover
multiple
devices.
Use
Your
device
will be
displayed
oniOS
thedevice,
card ensure the Bluetooth
settings
on
your
iOS
device
is
open
and
Bluetooth is turned on.
the F2 andreader.
F3 keys
navigate
menu
to find
your
Thetocard
readerthe
may
discover
multiple
devices. Use the F2 and F3 keys to navigate the
iOS device.
8. Select 8.
your
iOS device on the card reader.
Select your iOS device on the card reader.
can
use
the Reader:
F2 buttons
and
F3 navigate
buttons
to
You can You
use
the
F2
and
F3
to navigate
up 4
Turn
onthe
your
Card
5. In
Functions
menu,
tonavigate
option
up
and
down
in
the
menu.
and down in-the
menu. by pressing 4 on the card
BT Pairing
Access
the Pair
Device Menu:
Chase
Mobile
Checkout-PLUS
Access
the
Menu:
upPair
andDevice
down in
the menu.
i
Confirm Pairing Between Devices:
menu to find your iOS device.
Navigate to Bluetooth Pairing:
3. Press and hold the power button on the
reader.
side of your card reader. If the card reader
is already on, holding down the power
button
reboot
You
canwilluse
theit.F2 and F3 buttons
i
For your card reader to find your iOS device, ensure the Bluetooth
settings on your iOS device is open and Bluetooth is turned on.
i
10. 10.
Press
Press
PairPair
on on
thethe
Mobile
Mobile
Device
Device
i
Note:
For your
card reader to find your iOS device, ensure the Bluetooth settings
Verify
Verify
Bluetooth
Bluetooth
Connection:
Connection:
on your iOS device is open and Bluetooth is turned on.
Navigate to Bluetooth Pairing:
6
5. In the Functions menu, navigate to option 4
Note
- BT Pairing by pressing 4 on the card
If the
If the
Bluetooth
Bluetooth
pairing
pairing
request
request
waswas
successful,
successful,
on on
your
your
iOSiOS
device
device
youyou
willwill
seesee
Connected
Connected
besides
besides
thethe
card
card
reader
reader
name
name
in the
in the
Bluetooth
Bluetooth
settings
settings
menu.
menu.
11. 11.
On On
thethe
card
card
reader
reader
press
press to exit
to exit
thethe
Bluetooth
Bluetooth
pairing
pairing
menu
menu
andand
return
return
to to
7
follow the instructions below.
9.
Activate Your Card Reader
Activate
Your Card
Viewing the Card
Reader Status:
Press OK on the Card Reader
must
confirm
pairing
request
both
card
reader
devices.
st confirm
thethe
pairing
request
on on
both
thethe
card
reader
andand
iOSiOS
devices.
10. Press Pair on the Mobile Device
You must confirm the pairing request on both the card reader and iOS devices.
Card
Reader
sess
OKOK
on on
thethe
Card
Reader
9. Press OK on the Card Reader
Press
Pair
Mobile
Device
ss Pair
on on
thethe
Mobile
Device
10. Bluetooth
Press Pair on
the Mobile Device
Verify
Connection:
If the
Bluetooth
pairing
request was successful, on
Verify
Bluetooth
Connection:
fy Bluetooth
Connection:
Bluetooth
Connection:
your iOS device you will see Connected besides the
the Bluetooth
pairing
request wassettings
successful,
on your iOS device you will see
cardIfpairing
reader
name
in the
Bluetooth
menu.
euetooth
Bluetooth
pairing
request
successful,
your
device
request
waswas
successful,
on on
your
iOSiOS
device
youyou
willwill
seesee
Connected besides the card reader name in the Bluetooth settings menu.
nected
besides
card
reader
name
in the
Bluetooth
settings
menu.
cted
besides
thethe
card
reader
name
in the
Bluetooth
settings
menu.
11. 11.
On On
thethe
card
reader
]totoexit
exitthethe
card
readerpress
press[
Bluetooth pairing menu and return to
the default
information
screen.
On
card
reader
press
toand
exit
the
Bluetooth
pairing
menu
return
thethe
card
reader
press
to exit
the
Bluetooth
menu
andand
return
to to
Bluetooth
pairing
menu
return
to the pairing
he
default
information
screen.
default
information
screen.
default information screen.
Reader
Now
that youYour
have paired
your card reader, launch the CMC-PLUS Mobile App
Activate
Cardwith
Reader
Now that you
haveusing
paired
with your card reader, launch the
log in open
your
1. To view card readerand
status,
theusername and password.
Chase Mobile Checkout – PLUS Mobile App and log in using your
application menu. You
canyou
dohave
thispaired
by with your card reader, launch the CMC-PLUS Mobile App
Now that
username
and
password.
The
app
may automatically detect your card reader and activate it. Otherwise,
and log in using
and password.
swiping the application
theyour
leftusername
edge of
followfrom
the instructions
below.
the screen to The
theapp
right
or
by
the
mayapp
automatically
detect
your
reader
and activate
it.
The
maypressing
automatically
detectcard
your
card reader
and activate
it. Otherwise,
Viewing the Card Reader Status:
menu icon. Otherwise,
follow
the
instructions
below.
follow the instructions below.
2.
1. To view card reader status, open the
Viewing
the Card
Reader
Status:
application
menu.
You can
do this by
swiping
the
application
from
the left edge of
Viewing 1.
theToCard
Status:
viewReader
card reader
status, open the
the screen to the right or by pressing the
application menu. You can do this by
icon. to launch the
Press Connect a cardmenu
reader
the application
from
left edge of
1. To view swiping
card reader
status, open
thethe
application
card reader Pairing
Wizard.
the screen to the right or by pressing the
menu. You can do this by swiping the application
menu icon.
from the left edge of the screen to the right or
2. Pressthe
Connect
a card reader to launch the
by pressing
menu icon.
4. The card reader will begin
activate.
will
cardto
reader
Pairing You
Wizard.
see a screen similar
to2.Connect
the
picture
shown
to the
Press
Connect
a cardtoreader
tothe
launch
2. Press
a card reader
launch
card the
card
reader
Pairing
Wizard.
right.
reader Pairing Wizard.
Note
If the pairing process is unsuccessful, you can try again by searching for
the device from the card reader. See Search for Your iOS Device.
te
he
pairing
process
is unsuccessful,
again
searching
pairing
process
is unsuccessful,
youyou
cancan
trytry
again
by by
searching
forfor
Chase Mobile Checkout-PLUS
device
from
the
card
reader.
See
Search
for
Your
iOS
Device.
evice
from
the
card
reader.
See
Search
for
Your
iOS
Device.
Quick Start Guide version 1.0
8 of 10
i
ii
of 10
8 of810
If the pairing process is unsuccessful, you can try again by searching for the device
from the card reader. See Search for Your iOS Device.
you can skip the pairing steps. Press Start/Next
until you reach the last page and select Scan for
4. The cardCard
reader
will begin to activate. You will see
Reader
a screen similar to the picture shown to the right.
5. The activation process may take a few minutes. Once
it is completed, you will see a confirmation screen.
The card reader status will display Ready for Use.
Updated 1/27/17
ckout-PLUS
ut-PLUS
Note:
version
sion
1.0 1.0
3. If you have already paired with the card reader,
3. If you have already paired with the card reader,
you can skip the pairing
steps.
Presspaired
Start/Next
3. If you
have already
with the card reader,
you can skip the pairing steps. Press Start/Next
you
can
skip
the
pairing
steps.
Press Start/Next
until you reach the
page
select
until last
youuntil
reach
theand
last page
andScan
select for
Scan for
you reach the last page and select Scan for
If you have already paired with the card reader,
Card Reader Card 3.
Reader.
Card Reader
5. The activation process
may
take
few minutes.
6. The card
reader
willadisplay
a welcome screen
Once it is completed,
you
will
see
a
confirmation
when
activation
is
complete.
Chase Mobile Checkout-PLUS
Quick
Start Guide
version 1.0
9 of 10
screen. The card
reader
status
will display Ready
Updated 1/27/17
You
are
now
ready
to
accept
Debit
&
Credit
payments!
for Use.
Chase Mobile Checkout-PLUS
Quick Start Guide version 1.0
8
Chase Mobile Checkout-PLUS Updated 1/27/17
Quick Start Guide version 1.0
9 of 10
9
9 of 10
Notes:
10
Notes:
11
The Information You Need,
When You Need it.
For Guides and Helpful Information:
chasepaymentech.ca/welcome
Call Merchant Support 24/7:
1.800.507.0782
™ Trademark of Paymentech, LLC, Chase Paymentech Solutions authorized user. All other trademarks, registered trademarks,
product names and logos identified or mentioned herein are the property of Paymentech, LLC, or their respective owners.
© Copyright 2017, Paymentech, LLC. All Rights Reserved. SM Trademarks of Paymentech LLC Chase Paymentech Solutions
authorized user.
12
CMC-QSG-EN-0217
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