Implementation Success

Leave nothing to chance. Our trained specialists have helped over 1000 customers get up and running.

We know that every implementation is a little different and we don't leave anything to chance.

By using a remote model (we never come on-site) we save you time and travel expenses. But that doesn’t mean that you’re working without a net. We take you through every step and if you need any extra help, just call, we’re always happy to help.

Step 1: Welcome phone call

We’ll assign both a sales rep and an implementation coordinator to ensure your experience is smooth

Step 2: Complete paperwork

We’ll help you with all of the details including getting your credit card processor set up.

Step 3: Installation preparation

We’ll walk you through what needs to be prepared in your store so that you’re not left scrambling at the last minute

Step 4: In depth review of your goals and products

You know your business better than anyone. Combining your knowledge of your staff and customers with our expertise in POS ensures that Halo Retail POS will meet your needs.

Step 5: Product review

Before we get started building your Halo Retail configuration, we’ll review all of the information we’ve collected.  This small step saves a ton of time in the long run.  This is where any misunderstandings and outstanding questions get cleared up.

Step 6: Halo Retail POS configuration set up

Your Halo Retail Implementation Coordinator will get everything ready to go so that you don’t waste any time

Step 7: Halo Retail POS configuration review

We’ll go through every screen with you to make sure that your system is perfect.

Step 8: Training

By now, you’ll have received your equipment and have it all set up and ready to go. We’ll train you and your key staff. By the time you’re done, you’ll know everything you need to be successful.

Step 9: Go-Live Day!

We’ll walk you through everything that you need to do to get going on the day when you start using Halo Retail for the first time

Step 10: Follow up and Service

Congratulations! You’re up and running with Halo Retail. If you need any help, our help desk is available 24/7. (After-hours support is reserved for emergency calls).

If at any point during the process, you have other questions, your Implementation Coordinator is just a phone call or an email away.