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Connect the power cable to the charging cradle.
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Place the Clover Flex on the charging cradle.
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Press and hold the power button until the Clover logo displays on the screen.
The Clover Flex powers on and displays the Welcome screen. -
Select a language and press Set Language.
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On the Network screen, do the following to configure the device's network connection:
- To connect to a Wi-Fi network, tap Configure next to the Wi-Fi option, and select your network.
Note: PCI compliance standards require the device to connect to a secure, password protected network.
- To connect to a LTE network, tap Configure next to Mobile (SIM card).
The device briefly displays "Successfully Connected to Server" once the network configuration is complete. The device then begins to download the CardPointe App and other required components.
- To connect to a Wi-Fi network, tap Configure next to the Wi-Fi option, and select your network.
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Once the applications are installed, click Print Test Receipt to ensure the printer is ready, then press Continue.
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When prompted, select whether or not you want to require a passcode to unlock the device, then press Continue to finish setting up the device.
Once complete, the CardPointe App launches and displays the Terminal Registration screen. -
Continue to Register the Clover Flex below for more information.
Device Features and Benefits
- Stay connected on the go with support for Wi-Fi and LTE networks.
- Minimize your scope of PCI compliance with point-to-point encryption. Encrypted data traverses the wireless network using a secured connection (HTTPS over TLS 1.2).
- Accept all card-present payment methods, including EMV (chip), magnetic-stripe, and NFC (contactless).
- Accept card-not-present payments by manually entering card data.
- Provide receipts using the convenient built-in printer.
- Integrate the Clover Flex with your point-of-sale (POS) software using the CardPointe Integrated Terminal API (for Canadian Markets).
Date Updated: 10/18/2022
Our Bolt family of integrated solutions is becoming CardPointe Integrated Payments.
Over the coming weeks, your terminals will receive an update with minor changes, including an updated default theme and branding for terminals that are not configured with custom branding.
Terminals will update automatically during the nightly reboot window; therefore, we ask that you leave your terminals powered on and connected to your network overnight. Once your terminal is updated, you may notice the following changes:
- If you are using the default device wallpaper and theme, the Bolt wallpaper and logo will change to CardPointe Integrated Terminal.
- The Bolted and Unbolted statuses will change to Connected and Disconnected, respectively.
Additionally, for Ingenico Lane terminals, the PIN entry prompt for EMV PIN Debit cards will now displays the following additional information:
- The Application Label, which describes the EMV application name read from the card (for example, "US Debit").
- Instructions for bypassing PIN entry:
"Press the Red X to Cancel or the Green Circle to Bypass"
For help setting up and activating your device, contact support at:
- Phone: 877-948-9733
- Email: activations@cardconnect.com
Before you begin, ensure that you have your CoPilot equipment order email (titled "Your CardPointe Terminal Order Has Shipped!") handy. You'll need the Registration Code included in the email to register the device.
Network Requirements
The Clover Flex connects to your network using Wi-Fi or LTE.
If you are using Wi-Fi, CardConnect recommends the following best practices for configuring your network:
- The terminal device does not support the use of a TLS proxy for internet access; the device must have a direct connection from your network to the internet.
- Configure a DHCP IP address range to connect terminal devices to a dedicated subnet. Alternatively, use static IP addresses reserved for your devices.
- Configure a new WPA Wi-Fi (with password requirement) network for the new device subnet. Optionally, restrict access to this network to specific MAC addresses or IP addresses. For extended security, you can restrict the services or ports that are allowed to communicate over the network.
Do the following to get started with your new device:
Using the Clover Flex CardPointe App
The CardPointe app was installed during the device set up and activation process.
The CardPointe app supports has two modes of operation:
- Merchant Mode - Merchant Mode is the merchant-facing interface. In Merchant Mode, you can access the CardPointe Admin Panel to manage application and terminal settings. You can also access the Android device settings.
- Customer Mode - Customer Mode is the customer-facing interface. In Customer Mode, the merchant or customer can use the device to submit a payment.
Launching the CardPointe App
From the CardPointe App Launcher, tap the CardPointe icon to launch the CardPointe app to begin accepting payments. Additionally, you can launch the Settings app to modify the Android device settings.
The CardPointe app initially launches in Merchant Mode and displays the Welcome screen. If the Clover Flex is connected to the termina service and is ready to begin accepting payments, the status displays Connected. If the status displays Disconnected, the device is unable to communicate with the terminal service. Access the CardPointe Admin Panel to troubleshoot the network connection.
To begin accepting payments, tap the Customer Mode button. To access the CardPointe Admin Panel to view or modify CardPointe App settings, tap the Admin Panel button.
Accepting Payments
To accept payments, the Clover Flex CardPointe app must be connected to the terminal service (Connected), and must be in Customer mode. Once the CardPointe app is in Customer mode, your POS software sends and receives data using the CardPointe Terminal API.
The Clover Flex must be in Customer mode to accept payments. The device cannot communicate with your POS software when Merchant mode is enabled.
It is strongly recommended that the device remains in Customer mode during normal operation. You can enable the Lock Customer Mode option to launch the CardPointe app in Customer mode. See Using the CardPointe App in Merchant Mode for more information.
Using the CardPointe App in Merchant Mode
The CardPointe app initially launches in Merchant Mode. Merchant Mode provides access to the CardPointe Admin Panel, a merchant-facing interface that you use to configure and troubleshoot the CardPointe app.
To switch to Merchant Mode from Customer Mode, tap all 4 corners of the touch screen simultaneously.
In Merchant Mode, you can access the CardPointe Admin Panel.
The CardPointe Admin Panel provides access to the following information:
| Label | Description |
|---|---|
| Status | Displays Connected if the device is successfully connected and authenticated to the terminal service, or Disconnected if the device is not connected to the terminal. |
| HSN | Displays the terminal hardware serial number (HSN). If you need to contact CardConnect for support, you will need to provide the HSN. |
| Lock Customer Mode | Enabling this setting forces the terminal to bypass the unlock screen and automatically start in Customer Mode. |
| Contact Support | Opens a browser window to the CardConnect Support Site. |
| CardPointe Properties | Displays the terminal properties. This menu provides useful information for troubleshooting application and device issues. |
| Internet Connection | Displays the internet connection status and configuration. Select Advanced Configuration to modify the network settings and other Android device settings. |
| Application Properties | Displays the CardPointe app version as well as the Payment Card Industry (PCI) PIN Transaction Security (PTS) validation level. |
