How to Use Templates for your Point of Sale or Kiosk

With the Exercise.com Point of Sale, you can easily customize your POS and Kiosk layouts using templates to match your business needs and streamline your sales process.

1. Learn How to Customize POS and Kiosk Templates

In this guide, you’ll learn how to select locations, apply layout templates, assign terminals, and generate configuration links to optimize your POS and Kiosk interfaces. This process helps you create efficient sales workflows and consistent customer experiences.

2. Click “Account” to Open Settings

From your Dashboard, click Account to open your account settings where you can manage your system configurations.

3. Click “Point of Sale” to Open POS Settings

Select Point of Sale to open your POS system settings and access customization options.

4. Click “Customize POS Layout” or “Customize Kiosk Layout”

Choose either Customize POS Layout (Staff Use) or Customize Kiosk Layout (Customer Use) to start personalizing your interface.

5. Generate a Configuration Link

In the Generate Link section, you can create a shareable configuration link for your POS or Kiosk layout.

6. Select the POS Type

Choose between Point of Sale and Kiosk to define the layout you want to configure.

7. Select the Location

Click Select Location to choose the store or facility location you want to customize.

8. Select a Layout Template

Click Select Template to view available layout templates for your chosen location.

9. Select the Payment Terminal

Click Select Terminal to choose the payment terminal associated with this layout configuration.

10. Access POS Link Settings

Under POS Link, select the link for your Point of Sale. The template you’ve chosen determines what appears when viewing this link.

11. Summary

This guide covered how to use templates to customize your Point of Sale and Kiosk layouts for specific locations and terminals. You learned how to select locations, apply predefined templates, assign terminals, and generate configuration links to streamline your setup process. For more information, visit our Exercise.com POS overview or see related KB articles on customizing POS layouts and managing terminals.