Connect EasyTeam to Shopify POS

EasyTeam works seamlessly with your Shopify POS devices, tablets, mobile and Shopify Go devices.

Method 1: Add the Time Clock tile from the Shopify Admin.

A store owner can add the EasyTeam POS tiles to all POS devices, directly from the Shopify Admin area:

➡️ Go to the Shopify Admin area.

➡️ On the main menu, click on Point of Sale and then go to Settings, or click here.

➡️ Click Smart Grid.

EasyTeam can be added to your POS via the Shopify Admin dashboard

EasyTeam can be added to your POS via the Shopify Admin dashboard

➡️ Either select an existing POS smart grid or click Create New.

To read more about Smart Grids, read the Shopify smart grid help article.

➡️ Click Customize.

Customize your smart grid to add the EasyTeam tiles

Customize your smart grid to add the EasyTeam tiles

➡️ On the menu on the left, select Add tile and Embedded Apps.

Add new tiles from the dropdown

➡️ Click EasyTeam Staff Management and add the Clock In/Out tile, the Store Checklists tile and the View/Edit Schedules tile.

Easily add the EasyTeam tiles to all POS devices

Easily add the EasyTeam tiles to all POS devices

➡️ Click Apply on the top right.

Save your smart grid with the EasyTeam tiles

After a few minutes, the EasyTeam Time Clock tile and the other tiles should now be visible on all POS devices in your store.

Make sure the smart grid you customized is assigned to the correct store locations in the Smart Grid settings menu.

Method 2: Add the Schedules, Checklists, Timesheets and Commissions tiles from the POS device.

To add the other EasyTeam tiles from the POS device itself, follow these steps for each POS and mobile device you'd like to use:

Follow these steps for each POS device and mobile device you'd like to use:

➡️ On the main Shopify POS screen, tap Add tile.

Add EasyTeam Tiles from the Shopify POS menu

Add EasyTeam Tiles from the Shopify POS menu

If the 'Add tile' option is not visible on your POS, you may not have the necessary 'POS Customization' permissions. Please request the store owner to grant you this permission through the Shopify Admin.

➡️ Click on App > Staff Management - EasyTeam:

Choose EasyTeam POS Tiles from the 'app' menu

Choose EasyTeam POS Tiles from the 'app' menu

➡️ Select which tiles you'd like to add to your POS (Clock-In/out, View/Edit Schedules, Store Checklists, and more):

Choose the tiles you need: Scheduling, Checklists, Commissions, Time Clock and more

Choose the tiles you need: Scheduling, Checklists, Commissions, Time Clock and more

Your new tile should now appear on the main Shopify POS screen, enabling you and your team to easily manage time clocks, timesheets, schedules, and more!

If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Updated on: 25/06/2024