Common Q&A about Checkmate POS
Checkmate POS Hub — (FAQ)
🔐 Login & Account
Q: How do I log in to Checkmate?
A: Go to checkmateposhub.com and enter your email and password on the login page. If you forgot your password, click "Forgot Password" to receive a reset link via email.
Q: I'm stuck on a loading screen after logging in.
A: Try refreshing the page. If it persists, clear your browser cache or open in an incognito/private window. If the issue continues, log out completely and log back in.
Q: How do I change my password?
A: Go to Settings and look for the password/security section to update your password.
Q: My session expired. What do I do?
A: Simply log in again. Sessions expire after a period of inactivity for security.
📊 Dashboard
Q: How do I get to the dashboard?
A: After logging in, you'll land on the dashboard automatically. You can also tap the back/home button from any module to return to it.
Q: What does the dashboard show?
A: The dashboard shows your modules as app-style icons — tap any icon to open that module. You'll also see quick stats and shortcuts for your business.
Q: How do I navigate to a module?
A: From the dashboard, tap the module icon (e.g. POS, Products, Invoices, etc.). Each module opens as its own page with a back button to return to the dashboard.
Q: Can I switch between businesses or branches?
A: Yes, use the business/branch switcher at the top of the page to switch between your different locations.
🛒 POS (Point of Sale)
Q: How do I make a sale?
A: From the dashboard, tap the POS icon. Search or browse products, tap to add them to the cart, then click "Charge" or "Pay" to complete the sale.
Q: How do I apply a discount?
A: In the POS screen, look for the discount button on the cart. You can apply percentage or fixed-amount discounts.
Q: How do I process a refund?
A: Go to your sales history or reports, find the transaction, and select "Refund." You can do full or partial refunds.
Q: How do I open/close the register?
A: In the POS module, look for the register session option. Open a session at the start of your shift with a starting cash amount, and close it at the end to reconcile.
Q: Can I use POS offline?
A: Yes, Checkmate supports offline mode. Sales made offline will sync automatically when your internet connection is restored.
Q: How do I add a customer to a sale?
A: In the POS screen, tap the customer icon or "Add Customer" button to search for or create a new customer for the transaction.
Q: What is the Kitchen Display System (KDS)?
A: The KDS shows incoming orders in real-time for your kitchen staff. You can set up multiple stations for different preparation areas.
📦 Products & Inventory
Q: How do I add a new product?
A: From the dashboard, tap Products, then click "Add Product." Fill in the name, price, category, and other details.
Q: How do I manage product categories?
A: From the dashboard, tap Categories to create, edit, or organize your product categories.
Q: How do I set up product variants (sizes, colors)?
A: From the dashboard, tap Product Variants. You can create attributes (like Size, Color) and assign variants with different prices and stock levels.
Q: How do I track ingredients/inventory?
A: From the dashboard, tap Ingredients. You can add raw materials, set stock levels, and link them to products for automatic deduction when sales are made.
Q: How do I check stock discrepancies?
A: From the dashboard, tap Discrepancies to view and manage any stock count differences between expected and actual inventory.
🧾 Invoices & Billing
Q: How do I create an invoice?
A: From the dashboard, tap Invoices, click "Create Invoice," add customer details, line items, and send it via email or share a link.
Q: Can customers pay invoices online?
A: Yes, invoices include a shareable payment link that customers can use to pay online.
Q: How do I track unpaid invoices?
A: The Invoices page shows the status of all invoices — paid, unpaid, overdue, and partially paid.
👥 Customers & CRM
Q: How do I add a new customer?
A: From the dashboard, tap Customers and click "Add Customer." Enter their name, email, phone number, and any other details.
Q: How do I view a customer's purchase history?
A: Go to Customers, find the customer, and click on their profile to see their full transaction history, loyalty points, and more.
Q: What is the CRM module?
A: The CRM (Customer Relationship Management) module helps you manage leads, deals, quotes, and customer interactions in a sales pipeline.
Q: How do I set up a loyalty program?
A: From the dashboard, tap Loyalty Config to configure your points system, rewards, and redemption rules for customers.
👨💼 Employees & HR
Q: How do I add a new employee/user?
A: From the dashboard, tap Users and click "Add User" or "Invite." Enter their email and assign a role and branch.
Q: How do I manage employee roles and permissions?
A: In Users, you can assign roles (owner, manager, cashier, etc.) that control what each person can access.
Q: How do I track employee attendance?
A: From the dashboard, tap Time Tracking. Employees can clock in/out, and you can view attendance records and hours worked.
Q: How does payroll work?
A: From the dashboard, tap Payroll to manage salaries, generate payslips, and track payment history for your employees.
💰 Finances
Q: How do I track expenses?
A: From the dashboard, tap Expenses. Click "Add Expense" to record business expenses with categories, amounts, and receipts.
Q: Where can I see my financial reports?
A: From the dashboard, tap Reports for sales reports, profit & loss, tax summaries, and more.
Q: How do I manage accounts payable?
A: From the dashboard, tap Payables to track bills, vendor payments, and disbursements.
Q: How do I manage accounts receivable?
A: From the dashboard, tap Receivables to track incoming payments and outstanding amounts.
Q: How do I set up accounting?
A: From the dashboard, tap Accounting for chart of accounts, journal entries, and financial statements.
📊 Reports & Insights
Q: What reports are available?
A: Checkmate offers sales reports, inventory reports, employee performance, profit & loss, tax reports, and more. Tap Reports or Insights from the dashboard.
Q: Can I get AI-powered business insights?
A: Yes, tap Insights from the dashboard. The AI analyzes your sales data and provides actionable recommendations.
Q: How do I export reports?
A: Most reports have an "Export" or "Download" button that lets you save as PDF or CSV.
🏪 Online Store & Storefront
Q: How do I set up my online store?
A: From the dashboard, tap Online Store. You can customize your storefront, add products, and share your store link with customers.
Q: How do customers find my store?
A: Your store has a public URL that you can share. Customers can browse, add items to cart, and checkout online.
Q: Can I customize my store's appearance?
A: Yes, the Online Store module includes a page builder where you can customize colors, layout, and content.
📅 Appointments & Bookings
Q: How do I manage appointments?
A: From the dashboard, tap Appointments. You can create, view, and manage appointments with a calendar view.
Q: Can customers book online?
A: Yes, you can share a public booking link. Customers can choose a service, pick a time, and book directly.
Q: How do I set up booking types?
A: In Appointments settings, create different booking types with duration, pricing, and staff assignment.
🚚 Delivery
Q: How do I manage deliveries?
A: From the dashboard, tap Delivery to create delivery jobs, assign drivers, and track delivery status in real-time.
Q: Can customers track their delivery?
A: Yes, each delivery has a public tracking link that customers can use to see real-time status.
🤖 AI Chatbot
Q: How do I set up the chatbot?
A: From the dashboard, tap Chatbot. Configure your chatbot settings, customize responses, and get the embed code for your website.
Q: What can the chatbot do?
A: The chatbot can answer customer questions, capture leads, share your products and services information, and assist with common inquiries 24/7.
Q: How do I view chatbot conversations?
A: Go to Chatbot > Conversations to see all customer chat histories and interactions.
⚙️ Settings & Configuration
Q: How do I change business settings?
A: Tap your profile or the Settings icon to update your business name, logo, address, currency, timezone, and other preferences.
Q: How do I set up taxes?
A: Go to Settings > Taxes to configure tax rates that automatically apply to your sales.
Q: How do I configure payment methods?
A: Go to Settings > Payment Methods to set up cash, card, mobile money, bank transfer, and other payment options.
Q: How do I connect a receipt printer?
A: Go to Settings > Printers to configure thermal receipt printers for your POS.
📋 Tasks, Notes & Projects
Q: How do I create a task?
A: From the dashboard, tap Todo. Click "Add Task" to create tasks with due dates, priorities, and assignments.
Q: How do I manage projects?
A: From the dashboard, tap Projects. Create projects, add tasks, track progress, and collaborate with your team.
Q: Where are my notes?
A: From the dashboard, tap Notes to create, view, and organize your personal and business notes.
💼 Personal Portfolio
Q: What is the Personal Portfolio?
A: It's your personal finance dashboard — track your assets, liabilities, bank accounts, budget, and net worth separately from your business.
Q: How do I track my personal budget?
A: In Personal Portfolio, go to the Budget section to set spending categories, track income, and monitor expenses.
Q: How do I set financial goals?
A: In Personal Portfolio, go to Goals to create savings targets, investment goals, and track your progress.
📢 Marketing
Q: How do I access marketing tools?
A: From the dashboard, tap Marketing. You can create email campaigns, manage customer segments, and track marketing performance.
🏨 Industry Modules
Q: What industry-specific modules are available?
A: Checkmate offers specialized modules for Hotels, Clinics, Schools, Churches, Gyms, Repair Shops, Wholesale, and more. Each is accessible as an icon on the dashboard.
Q: How do I access the hotel management module?
A: From the dashboard, tap Hotel to manage rooms, reservations, check-ins, and housekeeping.
Q: How do I access the clinic module?
A: From the dashboard, tap Clinic to manage patients, appointments, and medical records.
Q: How do I manage a school?
A: From the dashboard, tap School for student management, classes, fees, and parent communication.
🔧 Quick Navigation Guide
| What you need | Where to go |
|---|---|
| Make a sale | Dashboard → POS |
| Add products | Dashboard → Products |
| View reports | Dashboard → Reports or Insights |
| Manage staff | Dashboard → Users |
| Track time | Dashboard → Time Tracking |
| Send invoices | Dashboard → Invoices |
| Customer list | Dashboard → Customers |
| Record expenses | Dashboard → Expenses |
| Set up store | Dashboard → Online Store |
| Book appointments | Dashboard → Appointments |
| Manage deliveries | Dashboard → Delivery |
| Business settings | Settings (top menu) |
| Personal finance | Dashboard → Personal Portfolio |
| AI Chatbot | Dashboard → Chatbot |
| Task management | Dashboard → Todo |
| Accounting | Dashboard → Accounting |
| Payroll | Dashboard → Payroll |
| Quick Sales tools | Dashboard → Quick Sales |
🆘 Troubleshooting
Q: The app says "No internet" but I'm connected.
A: Try refreshing the page. If it persists, check if your firewall or network is blocking the connection. The app may briefly show this during slow connections.
Q: I'm getting logged out frequently.
A: This can happen due to session timeouts. Make sure your browser allows cookies from Checkmate. Try clearing cache and logging in again.
Q: The page is stuck loading.
A: Refresh the page. If stuck on "Preparing your workspace," try logging out and back in, or clear your browser cache.
Q: I can't see a module on the dashboard.
A: Some modules are only visible based on your role and permissions. Ask your business owner/admin to grant you access.
Q: How do I contact support?
A: Visit checkmateposhub.com for support options, or use the in-app help features.