Get Started with TThai POS

Step 1: Payments Gateway Set Up

Use this section to order your hardware and set up your secure TThai account so you can get paid quickly once you start accepting payments.

Create your Account

1. Create Account by using email (recommended as corporate email)

2. Enter Business Info for bank verification

3. Link Your Bank Account (Normally takes  1-2 business days for finance transfer). You can also add additional bank accounts from the Account & Settings tab of your online TThai Dashboard.

4. Order Hardware: Make sure you’re set for opening day — order your hardware early to allow time for shipping, or locate a retailer that carries TThai hardware.

5. Download the TThai POS – the point-of-sale system designed to grow with you – to accept payments in-store or on the go.

Step 2: Set Up your Account on TThai Dashboard

Your online TThai Dashboard is your business headquarters, where you can take care of everything from adding locations, employees, and items, to customizing your account, viewing your sales reports, and more.

Account Login

1. Enter Login Credential received from noreply@tthai.co

2. Add a Full Access Team Member or Authorized Representative

Location Setup

1. Add Locations and Addresses: ​Set up locations to slice and dice sales data, update inventory, and manage employees across all your stores.

2. Add other Bank Accounts: ​If you have separate bank accounts for each location, you’ll need to visit the Bank Accounts tab in your online TThai Dashboard. Select a location, click Add external bank account, and complete the bank verification process.

3. Add Transfer Tags: ​Match transfers to specific locations with transfer tags.

4. Add Business Hours: ​Business hours tell your customers when you’re open and let TThai know when to email your daily sales summary.

5. Add Web and Social Media Sites: Your website and social links appear on digital receipts. This is also a great way to get more online traffic.

6. Customize your Close-of-Day: ​Setting a close-of-day time lets TThai group and send transfer based on a full day’s business activity.

Receipt Setup

1. Customize Receipts: ​Your logo appears on customers’ digital receipts and helps them recognize your business and their purchases. You can choose from a framed or full-width logo for your receipts.

2. Add Business Details and Policy: ​Customize your receipts and help set the right expectations around your store policies.

Portal Setup

1. Create Categories: ​Categories classify items into different groups like Hot or Cold Drinks and control what items print on kitchen tickets.

2. Create Items: ​Items created in your Dashboard display at your Point of Sale, which increases checkout speed and provides detailed reporting, so you know what you’re selling.

3. Create Modifiers: ​Let customers tailor their orders with modifiers and get better item-level data.

4. Create Discounts: ​Discounts for neighbors? Team member meals comped? Create dollar and percentage discounts for items or an entire sale.

5. Modify Your Tax Settings: ​Set up tax rates and the items they apply to and let TThai calculate the total. The tax report shows total tax collected.

6. Set up Inventory: ​Know exactly how much inventory you have and when you need to restock by setting up Inventory Management.

7. Set up Dining Options: ​Note how and where an order will be used (e.g. ‘For Delivery’, or ‘Layaway’) to help your staff prepare orders correctly. This information also appears in your reports.

8. Purchase Gift Cards: ​Order your gift cards early so you’re ready to sell them on day one.

9. Create Gift Card Items: ​Load and sell gift cards, by creating a gift card item in your Item Library. Leave the price blank to add a value at your Point of Sale.

Team Setup

1. Subscribe to Team Management: Access robust employee management, including team member permission sets, passcodes, and advanced reports.

2. Create Permission Sets: Create Permission Sets with specific access permissions. You’ll assign team members to these groups when you invite them.

3. Create Team Members: Invite team members to accept payments for your business. Track their sales, discounts, and distributed tips with custom reports if you're using Team Plus.

4. Assign Permission Groups, Passcode, and Location: After a team member is created, assign them to the appropriate permission group to restrict their access to parts of your online TThai Dashboard or the TThai Point of Sale app.

5. Set Up TThai Shifts: TThai Shifts enable you to track your team’s timecards, create schedules, track commissions, and more. Offered in free and paid versions depending on the size of your team and features needed.

View Analytics

1. Transaction History, Summaries, and Reports: See how your business is performing by the hour, week, year, and more to make informed business decisions.

2. Tie Transfers to Transactions: Click a transfer in your online Dashboard to see all transactions included in a transfer.

3. Learn about other Reports: Create reports from your Dashboard that include items, discounts, taxes, payment method, team members, and more.

Step 3: Set Up Hardware and the TThai POS App

Once your hardware arrives, you can connect your compatible selected device to start taking payments. This section will show you how.

Device Setup

1. Create Device Codes to Sign In: Let team members log into the TThai POS app without an email address or password, and pair devices to specific locations.

2. Configure Items Grid, Tile Color and Name: Customize the layout of the TThai POS app to locate important items, discounts, and categories quickly.

TThai Point of Sale Settings

Manage Signature Settings: Skip signatures for small transactions or choose to have your customers sign on paper receipts.

Set up Tipping: Accept tips and customize how they’re added to a sale, or disable tipping if it’s not necessary.

Set up Cash Drawer Management: Track how much cash should be in your drawer at any given time.

Turn on Offline Mode: Continue to accept credit cards even if your Wi-Fi goes out.

Turn on Team Management: Put passcodes to work, enable shift tracking, get detailed team member reporting, and more.

Turn on Open Tickets: Create tickets you can modify before charging customers. Close out the ticket when the customer’s ready to pay.

Step 4: Train Your Team and Go Live

Now that your account, Dashboard, and hardware are set up, you’re ready to train your team. We recommend running through a few simple scenarios to make sure you, your managers, and your staff are ready to jump in.

Team Training

Accept Cards with Reader: Let your team members swipe a few cards to practice using TThai POS. Swipe card in a steady, fluid motion through the reader.

Accept Cards with Stand: Swipe magnetic stripe cards with Stand.

Manually Enter Card Info: Learn how to enter the card number if the card or customer isn’t present, or if you don’t have your reader.

Accept Cash, Checks, and Other Tender Types: Practice recording cash, checks, third-party gift cards, and other tender types.

Clock In and Out: Give each team member their personal passcode and show them how easy it is to clock in and clock out.

Redeem Rewards: Simulate the customer experience of collecting a loyalty punch on a few payments and try redeeming a reward.

Manager Training

View and Modify Shifts: Show team members with online TThai POS Dashboard access how to modify shifts, view reports, or clock out forgetful team members.

View and Manage Cash Drawers: Start and end a cash drawer session, perform paid in/paid out, and print a cash drawer report.

View and Print In-App Reports: View, print, or email your daily sales summary directly from the TThai POS app.

View and Reply to Feedback: If you take a test payment, you can leave a test feedback response and view it in your online TThai POS Dashboard. Practice replying to and refunding yourself.

Step 5: Grow your Business with TThai POS

Once you start accepting payments with TThai, expand your business with partner integrations, marketing, and more.

Connect With Third-Party Apps

Create Custom Apps: TThai POS’s existing tools are just the start. Create custom apps for your data or connect with the services you already use.

Engage your Customers

Import Your Customer Directory: Manage your customer information from your online TThai Dashboard or the TThai POS app.

Reach out to your Customers: Send marketing campaigns, offers, and announcements to customers directly from your online Dashboard in minutes.

Accept Appointments: If you provide services that require a schedule, use TThai Appointments to keep your calendar organized.

Sell Online

Set Up TThai Online: TThai Online is great for businesses who are getting started selling online and looking to be up and running quickly.