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Training Mode

Training Mode

We're switching over from our current POS system to Square and have a question.

 

Is there a training mode available through Square? A way to train employees without it showing up as an actual sale?

42 Replies

Are there an methods to allow remote view/control (VNC-style) of a Square Register?
I support a family member's small business remotely, and this would be a very handy feature!  User acknowledgement would be an understandable requirement.

Another very handy feature would be a Register emulator. I would like to be able to see exactly how UI changes will look/behave, but we don't have the budget to purchase a testing terminal.
Combine this with a Training Mode and this would be killer.

Alumni

Thanks for dropping into the Seller Community to let us know you'd be interested in seeing some new features for the Square Register, @OmegaCoffeeCo.

 

While it isn't currently possible to view/control the Square Register remotely, I can see how this could be useful for someone with your role in a business. This ability, as well as a Training Mode, would be considered Feature Requests at this time, and we'll be sure to update you here if something changes.

 

I'm not sure I understand what you would use an emulator for with the Square Register, as the hardware and software for the device are created and maintained in-house. I'm not an expert on things like emulators, so I could very well be missing something here!

@Valentina - Thank you for the response!  I'll get the two Feature Requests submitted.

As far as the emulator goes, personally, I would use it in conjunction with the Training Mode to either A) train people without having to purchase another register; B) beta test changes to layouts, modifiers, etc,...; or C) use it to modify the Register's grid.

For most of this, the easiest answer might actually to buy a cheap tablet - but a web-based of the actual register software or a thick software emulator would be a nice offering.

Update
I've created a feature request for Remote View / Control, but it looks like a Feature Request for Training Mode has existed since at least 2016.  That doesn't bode well.

Alumni

We appreciate the extra detail there, @OmegaCoffeeCo!

 

I want to bring attention to the Get Started guide as it should be helpful in training employees. We also have a great library of YouTube videos that are especially good for visual learners. I'm sure this family business already knows about our Support Center, but it contains a wealth of information!

 

In case the owner of the Square account doesn't know this, they can call us anytime - if they have questions about how to use Square, or any details about their account. We even have a dedicated hardware team to help with Square Register/Terminal questions. If the owner of the Square account wants to allow individual employees to call us and speak with us about account-specific details, they have the option to add a Full Access Team Member or Authorized Representative by following these steps.

 

We're also available to help through private messages on Facebook and Twitter - that could be especially useful for employees who have quick questions while working 😊

 

I hope this is helpful!

I'm building my very first site ... if I created a 'test' account or site, I still have to put in credit card information to complete a transaction???

We are a new user and can't believe there isn't a Training Mode or the ability to delete transactions made for training purposes.  The lack of this feature may actually move us to a different Point Of Sale system.  It's nearly 2021 Square - how long are you going to remain behind the 8-ball?

Just adding to the lengthy thread.... anything regarding training/test mode or deleting transaction?  
I know we can “return” the transactions, but this is sloppy and inelegant. Makes extra nonessential work for bookkeeping. 

I see that your reply was three years ago.  How is it possible that Square has not created a testing mode yet?   I have four people that I need to train on the new system.  Many of them have never used a POS.  That is a lot of effort to refund every fake transaction, and it will still show up on the reports.   

Admin

Hi @Rnthimble. I know it's tough to train and have to constantly refund transactions. There are a lot of sellers who set up "dummy accounts" with a separate email address for training. Sorry there's not a better solution yet.

Yes, a training mode would be tremendously useful!