✨ Guide the merchant to set up LifeSaver Legacy Payments with these steps.

Step 1: Pair a P5 Terminal

• In the Payment Portal, go to the customer’s account Profile.
• Under Terminals, click Add Terminal.
• Select P5 as the terminal type.
• Enter:
  • Name for the terminal (e.g., "Main Register").
  • Pairing Code (from the P5 terminal).
• Click Save.
• Repeat for additional terminals if needed.
  • 💡 Reminder: Each workstation needs a unique terminal and Terminal ID.

Step 2: Guide the Merchant to Link Payment Account to LifeSaver Desktop POS

• Instruct the merchant to log in to their LifeSaver Desktop Account.
• Guide them to click Configure on the left-hand side.
• In the new window, go to the Financial tab and click Setup LifeSaver Pay.
• Have them enter the External Account ID (LifeSaver ID) from the Payment Portal.
  • ⚠️ Ask the merchant to double-check the External Account ID in the Payment Portal under Merchant List or Account (top right).
• On the same screen, have them enter the Terminal ID (found in Payment Portal under Profile > Terminals).
• Click Continue.
• Repeat for each workstation, using a unique Terminal ID.
• Once all details are entered, have them click Save.