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Yoco iPad Bundle: Setup Guide
Yoco iPad Bundle: Setup Guide
Updated over a month ago

About Yoco and the Point of Sale App

Welcome to the Yoco POS and your new countertop setup for a seamless checkout and payments experience! Here are key points to keep in mind as you set up:

  1. Yoco Web/Mobile App: This is your hub for managing your product catalog, staff access, and business profile. Download it for free on a compatible mobile device or access it online at app.yoco.com. The App is designed for business owners and administrators, so your staff won't need access.
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    Learn more about the Yoco App here →

  2. Yoco POS: This app is for managing sales and should be downloaded on your Yoco iPad at the counter. Staff will log in to process sales, while product management is done through the Yoco App. Your product catalog will already be available on the POS.
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    Learn more about the Yoco POS App here →

  3. Yoco Neo Touch: This is your new card machine for processing payments, featuring a compact charging cradle for your countertop.
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    Learn more about using the Neo Touch here →

Note: Make sure you've completed your Yoco profile verification before beginning with the countertop setup steps.

Have you prepared for a smooth POS setup?

Before unboxing your Yoco iPad Bundle, please ensure you've completed the following steps, ALL done in the Yoco Mobile / Web App:

  1. Create your Yoco profile by signing up
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  2. Complete your Yoco profile with bank/business details and verification
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  3. Customise your basic business/selling settings
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  4. Add and configure your products catalogue
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  5. Create POS access PINs for your staff
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Need help completing these steps? Check out this guide →

Set up your Yoco iPad Bundle

Now, unbox your Yoco iPad Bundle in parts: Install your iPad in its stand and connect to WiFi to download the Yoco POS App. Next, log in and link it to your Neo Touch card machine. We recommend doing a test transaction to ensure everything is working smoothly.

Happy selling! 🎉

Step 1: Install Tablet Stand and Neo Touch on your countertop

  1. Unscrew the two small screws on a shorter side of the Yoco iPad Stand and slide off the cover.
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    ​Note: A screwdriver is included in the box.
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  2. Insert the Yoco iPad into the Stand as directed, then replace the cover and secure it with the screws.
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  3. Connect the power cable to the Yoco iPad Stand and plug it into a power source.
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  4. Set the Yoco Neo Touch cradle on your counter and connect its power cable to the cradle and a power source.
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Step 2: Switch on Neo Touch, log in and connect to WiFi

Power up and log in to your Neo Touch! Enter your email or phone number and your signup password, then tap "Log in."
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Need help? Tap "Forgot your password?" for a reset link sent to your email or phone. Make sure to use the same signup details. Or, chat with us here.

Connect to WiFi:

  1. Go to the Neo Touch home screen.
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  2. Tap the cog icon in the top left.
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  3. Connect your Neo Touch to the same WiFi network as your iPad.
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Step 3: Start up iPad, enter Apple ID and connect to WiFi

  1. Turn on your iPad and follow the prompts to enter your Apple ID and password.
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  2. Connect to a stable WiFi network, by going to your iPad's connection settings.
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Having trouble with WiFi? You need a strong, stable connection for the Yoco iPad Bundle. In the meantime, you can use a WiFi hotspot from another device (with a SIM), insert your own SIM into the iPad, or connect your iPad directly to the WiFi router with a LAN cable.

Step 4: Download the Yoco POS App on your iPad

  1. Go here or, simply go into the App Store on your iPad, and search for 'Yoco POS'.
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  2. Select the download button and allow the app permission to access your tablet.
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Struggling to download? Make sure your tablet is connected to WiFi or a stable internet source (above).

Step 5: Log in to the Yoco POS App and link your Neo Touch

Log in to the Yoco POS App on your iPad using the username (email or mobile number) and password from your Yoco profile signup.

Struggling? Get login help here.

To link your Neo Touch, you'll need to find its serial number on the back of the card machine. It'll look something like this:

💡 Please make sure to look for the serial number on your Neo Touch card machine, not on the charging cradle.

After your first POS App login, you'll be guided through the setup steps on-screen. Follow the prompts to link your card machine right away, or follow the below steps if you skipped that part:

Link in your POS App settings

  1. Select the More tab at the bottom of the POS App.
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  2. Choose Card Machines.
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  3. Tap This is my card machine when your Neo Touch appears.
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  4. Select your Neo Touch by serial number and hit Connect.

Note: Make sure your Neo Touch card machine and iPad are connected to the same, stable WiFi network.

Link with a dummy sale

  1. In the Sell tab, enter an amount over R2.
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  2. Click the blue Charge button.
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  3. Select the Card payment method.
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  4. Tap "This is my card machine" when your Neo Touch appears.
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  5. Select your Neo Touch by serial number and hit Connect.
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  6. You can cancel the dummy sale or complete your first test transaction (see next steps).
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Step 6: Do a test transaction

  1. Create a new sale on your Yoco POS App by adding products or entering an amount over R2.
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  2. Tap Charge to finalise the sale.
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  3. The total will be displayed. Select the Card tile for payment.
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  4. You'll be prompted to take payment on your Neo Touch. If Tip payments are enabled, you can add a % or custom amount, then tap "Pay."
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  5. Complete the payment on Neo Touch by tapping or inserting your card.
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  6. Send a receipt via SMS or email, or press Done.
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Staff switching on the POS App

The name of the currently logged-in staff member will appear at the top of the POS App screen, to the right of your business name.
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Tap the currently active staff member's name (next to the lock icon) to view all available users. Select a name to allow them to log in with their PIN.

Find out more about creating staff PINs and managing your Yoco Staff settings here.

Related Articles
Yoco POS App: User Guide
Neo Touch: Troubleshooting
Yoco Neo Touch: FAQs
Yoco Counter: Setup Guide
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