Smart Selection

How to use Smart Selection

Ben avatar
Written by Ben
Updated over a week ago

Smart Selection is a feature which learns what is your preferred method of taking payments and makes that method the default. To enable this, please follow these instructions.

Step 1:

Go to the More page (the list icon on the bottom right of the app).

Step 2:

Scroll down and navigate to Smart Selection.

Step 3:

By default, all payment types are considered for being the preferred method of payment. You can toggle this if there is a payment method you do not want to be considered as being the default.

Step 4:

Select the Charge page (2nd icon at the bottom). And put a test payment value in e.g. £10.00 and press Charge.

Step 5:

Select the payment type you would like to use for Smart Select, e.g. card reader.

Step 6:

Cancel the Charge.

Step 7:

Once Smart Select has been successfully set, you will see the default payment method as a new button alongside an option for 'Other'.

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