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Welcome to ShopKeep!
This article covers the initial steps of signing up for a new ShopKeep account and logging into BackOffice to get started setting up. Try out ShopKeep for yourself and let us know how we can help!
Watch our setup video below:
Table of Contents
Sign Up for ShopKeep
Just like ShopKeep itself, sign up is simple. Take a look below at how to create a new account from the iOS ShopKeep Register app, from the ShopKeep Pocket app, or from our website.
From the iOS ShopKeep Register App
From the iOS ShopKeep Register app, follow the steps below to create a new ShopKeep account.
Visit the App Store on your iPad and search for 'ShopKeep'.
Select ‘ShopKeep Point of Sale’.
Tap 'Get', then 'Install' to begin downloading.
Click to Enlarge
Once downloaded, tap 'Open' to launch the ShopKeep app.
BackOffice is your one-stop resource for store management. Learn below about the different BackOffice elements you will see after logging in.
Setup Checklist
The Setup Checklist gives an overview of the basic tasks necessary to get a ShopKeep account ready to run transactions. The Setup Checklist loads as the homepage of BackOffice until all of its tasks are completed. Learn more about the Setup Checklist here.
The Dashboard provides a one-stop overview of all register activity and loads as the homepage of BackOffice after all tasks in the Setup Checklist are completed. Learn more about the Dashboard here.
Menu Button
Use this button to toggle the left side navigation menu between full and minimized views.
Store Name
Name of the ShopKeep store as updated from receipt settings.
Help
View articles and videos on our support site or learn how to reach out to Customer Care.
Hardware & Supplies
Go directly to our online store to purchase supported hardware.
Email
The user currently logged into BackOffice. Click to send us feedback, refer a friend to ShopKeep, or log out.
Side Navigation Bar
The side navigation bar is the primary means of moving through the different areas of BackOffice.
Setup Checklist
Where to access the Setup Checklist guide (new merchants only).
Reports
Where to find reports of transactions, sales, register activity, inventory, and exports.
Items
Where to view the Item List and manage all inventory. The Item List can also be accessed from the ShopKeep Register app.
Staff
Where to add or edit employees, set up BackOffice users, view Time Clock information, and run the Labor Tracking Report.
Customers
Where to view the Customer List, manage customers, and export customers from BackOffice.
Marketing
Where to see an overview of customer engagement and set up features such as Online Ordering and ShopKeep Spotlight.
Card Payments
Where to set up online and mobile credit card processing for paid ShopKeep accounts and in-store credit card processing for free accounts.
Integrations
Where to manage third-party services, such as QuickBooks, that integrate with your ShopKeep account.
Capital
Where to request funds for improving your business.
Settings
Where to update billing information, customize receipts, set up tax rates, and manage other aspects of your ShopKeep account. Receipt and tip settings can also be accessed by the Business Owner from the ShopKeep Register app. This feature is available for ShopKeep accounts created on or after July 23, 2019. Tax rates can be assigned to individual items by employees with the relevant BackOffice permissions when managing items on the ShopKeep Register app.
After signing into BackOffice, complete the tasks in the Setup Checklist to get your account ready to run transactions. If you have questions, visit our Setup FAQ and BackOffice FAQ.
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