Set Up a Card Reader

Kanri uses Stripe Terminal for in-person card payments. Set up the school’s connected Stripe account and terminal location before registering a reader.

Before you start

• Confirm the school’s Stripe account is connected in Settings → Account.
• Confirm the school has the Terminal feature and your role has Manage Terminal permission. If the settings are unavailable, ask a school administrator to check both.
• Check that the school’s address is correct. Kanri uses the school location when setting up terminal payments.
• Have the reader and its registration code available. The Terminal settings page says to contact Kanri support to arrange purchasing a reader.

Set up the terminal location

1. Go to Settings → Terminal.
2. If the page offers Set Up Terminal, select it.
3. Wait for Kanri to complete the setup. Kanri creates the Stripe Terminal location for the school. A connected Stripe account and a school address are required.
4. If setup reports an error, check the Stripe connection and school address, then contact Kanri support if the issue continues.

Register the reader

1. On Settings → Terminal, select Add Reader.
2. Enter the registration code shown by the reader and a clear Label, such as Front Desk or Studio 2.
3. Submit the form to register the reader.
4. Confirm the reader appears in the Terminal Readers list. Review its device type and status.
5. If more than one reader is listed, select the radio button beside the reader staff should use by default, then select Save Default.

Use labels that let staff identify the physical device. If a reader is moved, update the label so staff do not choose the wrong device.

Change the default or remove a reader

To select a different default, choose its radio button and select Save Default. To remove an unavailable or retired device, use its delete action in the reader list. Check the list afterward and set another default if the school still uses a reader.

If a reader is not available during an invoice charge, review its status and the school’s terminal setup before trying another reader. See Take an In-Person Payment and In-Person Payments.