How to set up Customer-Facing Screen (CFS)

This article includes information about setting up Customer-Facing Screen and linking it with the Android device you'll be using as a display
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Written by Karen
Updated 4 weeks ago

The Customer Facing Screen (CFS) is a powerful tool from ClearLine, designed to enhance your customers' experience and promote stronger business-customer relationships. The CFS can be set up either on ClearLine's provided devices or on your own.

A standard ClearLine set consists of an employee tablet and a customer tablet. If you choose to use your devices, you can follow the guides below to set up your CFS and custom templates.

Guide #1: how to connect CFS

1. Access your Admin Panel and navigate first to Marketing Tools on the left tab, and then to CFS Terminals.

2. Have your CFS Device ready for the next step.
Go to https://cfs.clearline.me/ from your Android operated CFS Device. You'll need the 8-digit code that you'll see under "Pair me with Marketing Center Account with PIN" (If you'd like to try to autoconnect your CFS Device, go to Step 5)

3. Now go back to Step 1 and click "+Add CFS"

4. Fill out all the fields in the "Terminal" popup. Go back to Step 2 to put in the CFS PIN Code

5. Alternatively, instead of going to https://cfs.clearline.me/, you can use an auto-generated connection link.

First, go back to the Steps 3 and 4 and create a CFS Terminal.

Then click on the three dots on the right of the terminal you intend to link with an Anddroid operated device and choose "Generate link for auto-connect".

6. The auto-generated link will be copied to the clipboard. Use it on the intended Android device to start showing the templates.

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