Initial Setup

First Time Setup

This section is recommended before going any further.

The items in this section will make sure that all the required information has been entered into Hosted Solutions.

This information will build the foundation for all services and features that are utilized through the rest of Hosted Solutions.

How to Sign in

Access Hosted Solutions

Visit HamiltonServices.com in your browser.
Enter your Email address that was used when your account was created.
Enter the password associated with this account.
If you forgot your password use the "Forgot password?" link at the bottom of the sign in window.
If your credentials are all set, Click Sign In.
You will be prompted to read and accept the Terms and Conditions.*

*This is mandatory to be able to utilize the Hosted Solutions platform. If you have serious account issues, Hamilton Customer Service can assist you.

The primary display when initially signed into Hosted Solutions. The dashboard gives a customizable glimpse at the overall status of any registered locations.

Setting up the Dashboard

The Hosted Solutions dashboard can be configured to display various types of information about your business.

Data is displayed in:

Lists
Pie charts
Bar graphs

In the upper right hand corner of Hosted Solutions, you can find the "?" to direct you towards the Hosted Solutions Wiki for further support. If you are on the Homepage or Dashboard, you will also see a wrench and screwdriver icon. This opens the edit menu for the dashboard widgets.

How to Edit the Dashboard

By default, all widgets are displayed. To change what is displayed, perform the following:

Click the Tool icon in the upper-right corner of the screen

From the pop-out menu, select the options you want to display
Click 'Save'

Tip
Hosted Solutions will automatically arrange the widgets. However, by selecting 'Edit' in this same menu, you can move the widgets around to create a customized arrangement.
More information on the functionality of each widget can be found on the Dashboard Widgets page.

Setting Up Kiosk Items

It is crucial to set up Kiosk Items when first using Hosted Solutions.

if these are not established,

you will be unable to create Awards, issue Codes, or configure items to sell in the Custom Mobile App.

How to Create A Kiosk Item

This window allows for the creation of the physical kiosk items that are sold on the wash kiosks at any registered locations. This is later used for various other features. Do not forget to add your wash details here to save typing later.

Hosted Solutions needs to be able to identify your wash packages being dispensed at the kiosk, this allows for more accurate and detailed auditing and transaction tracking.

For this to happen, the Kiosk Items must be entered into Hosted Solutions as detailed below:

Click the gear icon on the left sidebar, it is labeled Settings. This will drop down the Settings sub menu.
Click on Kiosk Items. An empty six-column table will load.
Click 'Add Kiosk Item' beneath the Kiosk item grid.
Once the Kiosk Item Box appears, choose the following:
- Item Type: Wash
- Item ID: This should correspond with the same Item ID in the kiosk.
- SKU: Enter a unique SKU here.
- Price: Enter the cost of this Wash Item
- Name: Give this bundle a name
- Details: Details outlining what is available with this kiosk item. This can be used to populate product details for the mobile app
Click Submit. Once you have filled in the details listed above. Your kiosk item will now be saved.
Repeat steps 3,4 and 5 until you have added all of the items you want to vend.

Once this information is filled out for each of your kiosk items you will have successfully finished telling Hosted Solutions what is offered at your kiosks.

Creating a Kiosk Bundle

This window allows for the creation of Wash Bundles that are sold on the kiosks at any registered locations. This is used to define the existence of a Wash Bundle which will later be defined in under Codes > Wash Bundles.

Click the gear icon on the left sidebar, it is labeled Settings. This will drop down the Settings sub menu.
Click on Kiosk Items. An empty six-column table will load.
Click 'Add Kiosk Item' beneath the Kiosk item grid.
Once the Kiosk Item Box appears, choose the following:
- Item Type: Code Bundle
- SKU: Enter a unique SKU here (Example: Super Wash Bundle 5 could be SWB5)
- Price: Enter the cost of this Bundle
- Name: Give this bundle a name
Click Submit. Once you have filled in the details listed above. Your kiosk item will now be saved.
Repeat steps 3,4 and 5 until you have added all of the items you want to vend.
Creating Wash Bundles is a two step process. This is the first part. The second half must be created in Codes > Wash Bundles.

If the package 'Ultimate Wash' is assigned as 'Item 1' in the kiosk.

Then the Item ID in Hosted Solutions must also be Item 1.

Setting Up Locations

Whenever a merchant chooses to add a new physical location to Hosted Solutions, Hamilton will require paperwork to outline the site information and what is present at the site.

Once Hamilton receives this information, your new site details will be added in the Locations section of Hosted solutions.

View/Edit Sites in Hosted Solutions

Click the gear icon on the left sidebar, it is labeled Settings. This will drop down the Settings sub menu.
Click on Location Management. to view the current sites entered into Hosted Solutions.
Click 'Edit' in the far-Right column to edit any information associated with the selected location.
Click 'Submit', once you have filled in the location details.

Location Management will allow you to see all the physical locations currently entered in Hosted Solutions.
When you click EDIT on the location grid to change the location information.
Clicking Kiosks will take you to the kiosk status page for the selected location.

Setting up Merchant Account Information

This is the page that will need to be configured to support transactions on the custom mobile app, or from bundles and clubs purchased at the kiosk.

Merchant account options

Exact: This is the legacy account for E-xact processing. For compatibility we keep this option but highly recommend the Exact Hosted choice.

Exact Hosted: This is the preferred selection for our US based customers who are currently not using EMV readers and are utilizing the E-xact gateway. This also provides service to our Canadian customers who utilize the Hamilton Custom Mobile App.

Moneris: This selection is the current provider in our Canadian regions that handle EMV transactions. This is only for if a site does not utilize the Hamilton Custom Mobile App.
Payment Express: Another legacy gateway to provide compatibility to some of our early adopters of EMV and Hosted Solutions.

Worldpay: Our newest gateway that handles EMV/Mobile transactions in the US. This selection supports both the Hamilton Custom Mobile App as well as EMV equipped kiosks.

Entering Merchant Information

To process credit cards for ExpressPass (RFID/LPR) and the Mobile App, you will need to save your merchant account information to Hosted Solutions.

These settings determine which provider will tokenize cards for recurring billing or to allow card not present transactions.

Navigate to SETTINGS > Credit Card Settings in the side navigation menu.
Here you will have the option of choosing your Default Processor and enter your account specific data.

Important
Please visit the Merchant Provider Details page for important information about your merchant account(s) and how it is used within Hosted Solutions.

Setting Up Email

The SMTP Settings page can be filled either with your own custom SMTP information or Hamilton can assist in providing SMTP information for your site.

SMTP Details

It is important to associate an email account to Hosted Solutions during the initial set up. This will allow you to email receipts, invoices, and codes to customers.

Click SETTINGS > Email Setup. You will see a simple form that needs to be completed with the following fields:
- Email Address: This is the email address you will use to send outgoing emails.
- Email Name: The name that will be shown to email recipients. Most commonly, it will be your business name.
- SMTP Username: The email address you will use to send email. If this varies from your Email Address then please uncheck "SMTP Username same as From Email Address"
- SMTP Password: The password for your email account.
- SMTP Server: The server you are going to connect to for sending email. For example, if you were using Yahoo, the server address would look like this: smtp.mail.yahoo.com
- SMTP Port: This is determined by your email provider. Typically this is 465 or 587
- Use SSL: You must verify this with your ISP or email provider. Most modern SMTP servers require this.
Click Save
Test Email Settings (optional): click the 'Test Email' button to send an email test to any address you specify. If the test address receives the 'Email Test' message, you have successfully configured your email settings.

Important Notes
Hamilton offers an in house email solution for Hosted Solutions accounts. This Email service can be configured to forward any incoming emails to an email address that is specified during setup by the merchant. This service is intended for use by merchants who may not not have an available/reliable SMTP option and would prefer a more reliable solution than those offered by third parties If you are using Google as your SMTP provider. Please review this document on the proper procedure to create a Google SMTP account using an App password.

User Management

If you are creating a new user, you will require a username and a valid email address that the user can access. When editing an existing user, you can make changes to the username or roles the user is eligible for.

Add/Edit a user

Click on Settings>User Management, You will see a list of all current users.

On this screen you can:

Edit existing users
Delete existing users
Add a New User

Role Definitions
Administrator: Users with this checked can make unrestricted changes to Hosted Solutions. This includes prices, discounts, codes, adding or removing other users and all other functions of the platform.
Edit loyalty Account: Users with this checked can make changes to ExpressPass existing account settings such as Card Info, Account Settings, Members, etc.
Manage App Users: Users with this checked can make changes to Mobile User accounts. This includes password resets and changes to contact info. A user with these rights can also edit any Wash Club, or Loyalty options as well as remove a credit card on file.
Notifications: Users with this checked can view the notifications page, and send mobile users messages on behalf of the company.
Setup Loyalty Account: Users with this checked can register new ExpressPass members and setup accounts for RFID.
(Future Release) View Dashboard: Users with this checked can view the revenue and audit information provided by the dashboard widgets.
(Future Release) View Reports: Users with this checked can view and run various reporting features to ascertain sales performance at each location. This includes the Reporting menu.
(Future Release) Media Activation: Users with this checked can make changes to ExpressPass users identification media, such as adding a new License Plate or a new RFID Tag number.

Adding a Logo

Snippet of Adobe Photoshop Image dimensions for a logo.

To add a personalization to invoices and reports, it is possible assign a logo to be printed on various reports, emailed receipts, and invoices. To do this simply follow these four easy steps.

Click SETTINGS > Logo
Click 'Edit'.
Browse your computer for the location that has your logo saved.
Select 'Upload Image'


Important	Example
Maximum allowed dimensions are: 400px Wide 200px Tall	Logo Example