Empower Your Guests: Complete Guide to Kiosk Setup in NX POS π₯οΈπ
What is Kiosk Setup? π€
What Kiosk Setup Does vs. What It Doesn't Do π‘
| It Does... π οΈ | It Does NOT... π« |
| Theme the kiosk with your venue's brand colors, fonts, and background graphics. | Build your menu. Items, categories, modifiers, pricing, and stock levels are managed in the master POS Menu tab. |
| Select available order types (e.g., Dine-In vs. Takeout). | Pair physical hardware. Pairing a physical tablet hardware unit is completed on the terminal device screen itself. |
| Configure checkout prompts (e.g., asking for guest name, phone, or allergy notes). | Configure card processing. Merchant payment accounts are managed globally at the venue level. |
| Manage idle screen screensavers and attract loop slideshows. | |
| Curate automated upsell items at checkout. |
Where to Find Kiosk Settings π
π Venue-Specific Note: Kiosk configurations belong to a single venue. If you operate multiple locations, each restaurant location gets its own dedicated kiosk setup!
Pre-Setup Checklist π
- π’ An Active Area: Every kiosk must route its orders into a designated venue area (e.g., Main Dining Room or Kiosk Orders).
- β° Time Ranges (Optional): Set up custom time ranges if you want settings to change by time of day (e.g., a lunch idle screen vs. a dinner idle screen).
πΌοΈ Brand Media & Logos: Prepare any background photos or logo files you wish to display on screen. - π€ Accountable Employee Record (Optional): Select an employee profile to attribute kiosk sales to for reporting purposes.
Page Overview & Interactive Live Preview π±
Navigating the Live Preview Frame π§
- Real-Time Rendering: Every color adjustment, label tweak, or setting change on the left updates the live preview instantly!
- Flow Jump Buttons: Use the preview control barβAttract, Browse, Item, Cart, Checkout, Completeβto jump straight to any stage of the guest checkout journey.
- Sample Data: The preview uses sample menu items to help you double-check color contrasts and button placements without cluttering your live menu.
Step-by-Step Configuration Guide βοΈ
1. General Settings π οΈ
| Setting | Function π‘ |
| Area | Selects which venue area kiosk orders route into. |
| Accountable Employee | Assigns an employee record for sales attribution and reporting. |
| Allow Customer Stored Payments | When turned On, guests logging into loyalty accounts can pay using saved cards on file. |
| Require Exact Promo Code Match | When turned On (default), guests must enter promo codes precisely. |
2. Interface β Theming Your Kiosk π¨
Important Color Format Requirement!
All color fields must use valid HEX codes (e.g., #RRGGBB or #RRGGBBAA with transparency). If an invalid code is entered, the field will highlight in red and the kiosk will silently fall back to default colors! Always resolve red-outlined fields before saving.
- πΌοΈ Screen Backgrounds: Adjust background colors and text colors across ordering and checkout screens.
- ποΈ Menu Tiles & Category Layout: Set item tile colors (normal and selected states), header text, and placeholder text. Choose whether to completely hide out-of-stock items or grey them out, and configure "Low Stock" badge thresholds (e.g., show badge when N left).
- π Category Layout Options: Choose between Horizontal (Row)βa scrolling row of pill buttons across the topβor Vertical (Sidebar), which displays categories in a left-hand column using existing category photos. Switching to Vertical (Sidebar) is great if you have many categories and want to prevent guests from having to scroll off-screen!
- π Item Customization: Customize modifier choices, Add to Order button colors (normal vs. disabled states), and enable or disable guest free-text item notes (e.g., "no onions" or allergy notes).
- β±οΈ Checkout Button & Timeout: Set Checkout button labels/colors and establish an Inactivity Timeout (in seconds).(Note: NX POS enforces a minimum floor timeout of 30 seconds to prevent accidental resets).
3. Idle Screens (The Attract Loop) πΊ
Priority Row Ordering:
You can create multiple idle screens (e.g., a Lunch design and a Dinner design). The kiosk checks screens top-to-bottom and displays the first row whose Active Time Range is valid or blank! Drag rows up or down to set display priority.
4. Order Types π½οΈ
Critical Setup Check!
If the Order Types list is left empty, guests will be unable to start an order! Always ensure at least one order type is added.
5. Order Suggestions (Checkout Upsells) ππ₯€
- Time Range Scoping: Limit specific suggestions to time windows (e.g., suggest coffee items during breakfast).
- Automated Top-Up: If your curated suggestion list is short, the kiosk automatically tops it up with popular, affordable, in-stock items!
6. Prompts β Questions Before Ordering β
- Supported Prompt Types: Guest Name, Phone Number, Email Address, Order Type, Tent Number, Allergens, or Loyalty Login.
- Input Keyboards: Assign appropriate on-screen keyboards (Text, Number, or Phone).
- Required Toggle: Toggle On to force guests to answer before proceeding.
- Ordering: Drag prompt rows up or down to change the question sequence.
Step-by-Step Instructions for Common Setups π
Setting Up a Basic Dine-In Kiosk
- Set Area:Select venue location.
Go to General tab β select your target Area from the dropdown menu. - Configure Order Type:Add order channel.
Go to Order Types tab β click Add Order Type β select Dine In β leave Active Time Range blank for all-day availability. - Save Configuration:Apply settings.
Click Save in the top bar to apply your kiosk baseline!
Setting Up Time-Based Lunch & Dinner Idle Screens
- Configure Lunch Idle Screen:Create lunch screen.
Go to Idle Screens tab β click Add Idle Screen β set Active Time Range to Lunch β upload your lunch background graphic and CTA button text. - Configure Fallback Idle Screen:Create default screen.
Click Add Idle Screen again β leave Active Time Range blank β upload your standard all-day background graphic. - Arrange Row Priority:Set priority order.
Drag the Lunch row so it sits above the blank fallback row. The kiosk evaluates rows top-to-bottom and will display the lunch screen during lunch hours, falling back to the default screen afterward!
Troubleshooting Common Kiosk Issues π
| Problem / Symptom π‘ | Likely Cause π | Solution / Fix π οΈ |
| A customized color doesn't show up on the kiosk | Invalid HEX code format. | Check NX Portal for a red-outlined field. Enter a valid #RRGGBB hex code and save. |
| Guests cannot start orders on the kiosk | Missing Order Types. | Navigate to the Order Types tab and add at least one active order type. |
| Wrong idle screen is displaying | Row priority order or Time Range mismatch. | Reorder your idle screen rows so specific time-based screens sit above fallback screens. |
| Changes aren't updating on physical hardware | Unsaved draft or device pairing issue. | Click Save in Portal. Verify on the physical tablet that it is paired to this specific kiosk setup profile. |
| Custom prompt question isn't appearing | Unsupported prompt type. | Ensure your prompt uses one of the 7 official supported types (Name, Phone, Email, Order Type, Tent, Allergens, Login). |
Need Additional Help? π¬
- Your kiosk's exact Name.
- The specific tab or setting being changed.
- A photo or screenshot from the physical kiosk showing the issue.