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Essentials Suite App Training Mode

March 12, 2025

Description

How to use the training mode in the Essentials or Retail App

What's in this article?

Solution: Essentials Light | Essentials | Retail

 

Before you begin processing actual transactions, you can use the app in Training Mode, which provides a safe environment for you to explore the app's capabilities. Training Mode allows you to learn about the app using your store's items and customer records, as if it were a normal business day, without affecting your "live" data. 

Training Mode allows you to learn about all of the app's features with the following limitations:

  • All sales entered are discarded immediately upon completion.
  • Items and customers you add will be discarded when you quit Training Mode.
  • Printed receipts will indicate that they were created in Training Mode.
  • Receipts cannot be sent via email.
  • All credit card authorizations are simulated, and you cannot adjust tips.
  • You cannot manually enter a credit card.
  • You cannot add items and/or categories.

While you are using the app in training mode, the Training Mode indicator appears at the top of the app and in the background of a ticket. To view the training mode, the user role must be assigned the Training Mode feature. 

WARNING! 
Do NOT complete a pay in or pay out transaction or close a shift while you are using Training Mode. Performing any of these activities in Training Mode will create real transactions in your "live" store data.

To enter Training Mode on app

  1. From the slide-out menu ☰,  tap Enter Training Mode.
  2. Tap OK. Train using the app.
  3. To exit training mode, in the app slide-out menu, tap Exit Training Mode.


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