Overview

The Bolt Terminal solution now includes Clover Flex devices for US merchants. The Clover Flex Bolt App provides a sleek and secure next-generation payment experience for your customers.

Device Features and Benefits

  • Stay connected on the go with support for Wi-Fi and LTE networks.
  • Minimize your scope of PCI compliance with point-to-point encryption. Encrypted data traverses the wireless network using a secured connection (HTTPS over TLS 1.2).
  • Accept all card-present payment methods, including EMV (chip), magnetic-stripe, and NFC (contactless).
  • Accept card-not-present payments by manually entering card data.
  • Provide receipts using the convenient built-in printer.
  • Easily add devices to your existing integrations. See the Bolt Clover Terminal Developer Guide for more information.

Network Requirements

The Clover Flex connects to your network using Wi-Fi or LTE. 

If you are using Wi-Fi, CardConnect recommends the following best practices for configuring your network:

  • Configure a DHCP IP address range to connect terminal devices to a dedicated subnet. Alternatively, use static IP addresses reserved for your devices.
  • Configure a new WPA Wi-Fi (with password requirement) network for the new device subnet. Optionally, restrict access to this network to specific MAC addresses or IP addresses. For extended security, you can restrict the services or ports that are allowed to communicate over the network.

Setting up your Device

Unbox the Clover Flex

The Clover Flex includes:

  • Clover Flex Quick Start Guide
  • Charging cradle
  • Power cable
  • Receipt paper
  • Screwdriver
  • Preinstalled SIM card

Set Up the Clover Flex

After you unbox your Clover Flex, do the following to set up and connect the device:

  1. Connect the power cable to the charging cradle.
  2. Place the Clover Flex on the charging cradle.
  3. Press and hold the power button until the Clover logo displays on the screen.

    The Clover Flex powers on and displays the Welcome screen.

  4. Select a language and press Set Language.
  5. On the Network screen, do the following to configure the device's network connection:
    1. To connect to a Wi-Fi network, tap Configure next to the Wi-Fi option, and select your network.

      Note: PCI compliance standards require the device to connect to a secure, password protected network.
       
    2. To connect to a LTE network, tap Configure next to Mobile (SIM card).
    The device briefly displays "Successfully Connected to Server" once the network configuration is complete. The device then begins to download the Bolt App and other required components.

    Once complete, the Bolt App launches and displays the Terminal Registration screen. 
  6. Continue to Register the Clover Flex for more information.

Register the Clover Flex

Once the Clover Flex setup process is complete, you must register the device with Bolt to get started.

The first time the Bolt app launches, it displays the Terminal Registration screen and prompts you to enter the registration code that you received from CardConnect to register the terminal. Before you begin, ensure that you have your order confirmation email and registration code handy.

Do the following to register the device:

  1. On the Terminal Registration screen, tap the empty field to open the keyboard.
  2. Enter the 8-digit Order ID provided in your welcome email, then tap Continue.

    The Bolt app authenticates and registers the Clover Flex with the Bolt service.
  3. On the Registration Complete screen, tap Continue to complete the device registration.
  4. The Bolt app displays the Welcome screen. See Using the Clover Flex Bolt App to get started.

Note: If you encounter an error, tap the "Terminal registration failed" banner at the top of the display for troubleshooting information. Record the error codes in the event that you need to contact CardConnect support.

Using the Clover Flex Bolt App

The Bolt app was installed during the device set up and activation process.

The Bolt app supports has two modes of operation:

  • Merchant Mode - Merchant Mode is the merchant-facing interface. In Merchant Mode, you can access the Bolt Admin Panel to manage Bolt application and terminal settings. You can also access the Android device settings.
  • Customer Mode - Customer Mode is the customer-facing interface. In Customer Mode, the merchant or customer can use the device to submit a payment.

Launching the Bolt App

From the Bolt App Launcher, tap the Bolt icon to launch the Bolt app to begin accepting payments. Additionally, you can launch the Settings app to modify the Android device settings.

The Bolt app initially launches in Merchant Mode and displays the Welcome screen. If the Clover Flex is connected to the Bolt service and is ready to begin accepting payments, the status displays Bolted. If the status displays Unbolted, the device is unable to communicate with the Bolt service. Access the Bolt Admin Panel to troubleshoot the network connection.

To begin accepting payments, tap the Customer Mode button. To access the Bolt Admin Panel to view or modify Bolt App settings, tap the Admin Panel button.

Accepting Payments

To accept payments, the Clover Flex Bolt app must be connected to the Bolt service (Bolted), and must be in Customer mode. Once the Bolt app is in Customer mode, your POS software sends and receives data using the Bolt Terminal API.

The Clover Flex must be in Customer mode to accept payments. The device cannot communicate with your POS software when Merchant mode is enabled.

It is strongly recommended that the device remains in Customer mode during normal operation. You can enable the Lock Customer Mode option to launch the Bolt app in Customer mode. See Using the Bolt App in Merchant Mode for more information.

Using the Bolt App in Merchant Mode

The Bolt app initially launches in Merchant Mode. Merchant Mode provides access to the Bolt Admin Panel, a merchant-facing interface that you use to configure and troubleshoot the Bolt app.

To switch to Merchant Mode from Customer Mode, tap all 4 corners of the touch screen simultaneously.

In Merchant Mode, you can access the Bolt Admin Panel.

The Bolt Admin Panel provides access to the following information:

LabelDescription
StatusDisplays Bolted if the device is successfully connected and authenticated to the Bolt service, or Unbolted if the device is not connected to Bolt.
HSNDisplays the terminal hardware serial number (HSN). If you need to contact CardConnect for support, you will need to provide the HSN.
Lock Customer ModeEnabling this setting forces the device to startup in Customer mode.
Contact SupportOpens a browser window to the CardConnect Support Site.
Bolt PropertiesDisplays the Bolt terminal properties.

This menu provides useful information for troubleshooting Bolt application and device issues.
Internet ConnectionDisplays the internet connection status and configuration.

Select Advanced Configuration to modify the network settings and other Android device settings.
Application PropertiesDisplays the Bolt app version as well as the Payment Card Industry (PCI) PIN Transaction Security (PTS) validation level.

Support

The following topics provide support and troubleshooting information for some common issues that you might encounter.

To order equipment or for additional assistance, contact ISV Merchant Support:

Device Registration Issues

If you encounter an issue registering the device, ensure that your device is connected to the network. For network troubleshooting information, see Network Connectivity Issues.

If you receive one of the following error messages when attempting to register the device, do the following to resolve the issue:

  • Order not valid for terminal

    Ensure that you entered the correct registration code when you attempted to register the device. Check your CardConnect Welcome Email to verify your registration code. If you no longer have access to the Welcome Email, contact CardPointe Support for help recovering your registration code.

  • Terminal already registered

    This error can occur when the device was previously registered, but has since been reset to the factory configuration, and you are attempting to re-register the device. In this case, the device must be reinitialized.

    Do the following:
    1. On the Registration Failed modal, tap Retry to return to the Terminal Registration screen.
    2. On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
    3. Contact CardPointe Support to obtain a reinitialization key.
    4. On the Terminal Reinitialization screen, enter the reinitialization key.

If you receive any other error messages, contact CardPointe Support for assistance.

Network Connectivity Issues

If the device is experiencing network connectivity issues, do the following to troubleshoot the network connection:

  1. If the Bolt App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
  2. In Merchant Mode, tap the Admin Panel button on the Welcome screen.
  3. On the Admin Panel, tap Internet Connection to view the connection status and properties. 
  4. To modify or reconfigure the network settings, tap Advanced Configuration to access the Android device network settings.

Locking Customer Mode

When the Customer Mode Lock option is enabled, the Bolt App always launches in Customer Mode. It is recommended that you enable Customer Mode Lock to ensure that the device is always in Customer Mode and connected to your POS application. To enable the Customer Mode Lock do the following:

  1. If the Bolt App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
  2. In Merchant Mode, tap the Admin Panel button on the Welcome screen.
  3. On the Admin Panel, tap the Lock Customer Mode toggle to enable or disable the option.

Switching User Modes

The Bolt App has two modes of operation, Customer Mode and Merchant Mode. to switch between the modes, do the following:

  • To switch from Customer Mode to Merchant Mode, tap all four corners of the touch screen simultaneously.
  • To switch from merchant Mode to Customer Mode, tap the Customer Mode button on the Welcome screen.

Reinitializing a Device after Factory Reset

If you perform a factory reset on the Clover Mini, you will be prompted to register the device before you can launch the Bolt app. 

In this case, the device must be reinitialized.

Do the following:

  1. On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
  2. Contact CardPointe Support to obtain a reinitialization key.
  3. On the Terminal Reinitialization screen, enter the reinitialization key.