> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearline.me/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Set up

> Connect your POS system, register terminals, and start deploying marketing content

## Welcome to ClearLine POS Integration Setup

Follow this guide to connect your POS system, register terminals, and start deploying marketing content via **Customer Facing Screens (CFS)**, **SMS**, and other channels.

This guide is designed for **POS integrators, ISO partners, and technical teams**.

<Steps>
  <Step title="Account & Portal Access">
    **Register as a Partner or Merchant**

    If you're a reseller, ISO partner, or direct merchant:

    * Contact your ClearLine representative for onboarding.
    * Once onboarded, access the **Admin Portal**.

    **Access Portals:**

    <CardGroup cols={2}>
      <Card title="Admin Portal" icon="shield" href="https://admin.clearline.me/">
        For managing accounts, locations, and API keys.
      </Card>

      <Card title="ClearLine Marketing Center (CMC)" icon="bullhorn" href="https://app.clearline.me">
        For location-level marketing management.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Client Authentication">
    1. [Authorization Code Flow with PKCE](/api/pos-integration/authorization-code-flow-with-pkce-user-authorization)

    2. [Client Credentials Grant Authorization (POS Authorization)](/api/pos-integration/client-credentials-grant-authorization-pos-authorization)

    <Tip>Use this API Key in headers for all API requests.</Tip>
  </Step>

  <Step title="Set Up Locations & Terminals">
    <AccordionGroup>
      <Accordion title="Create Locations">
        Each physical store or merchant site must be registered as a Location via:

        * **Admin Portal** UI
        * or **Locations API Endpoint**
      </Accordion>

      <Accordion title="Register Terminals">
        Link POS terminals or display screens (CFS) to their corresponding
        locations by:

        * Generating **Activation Codes** for each terminal.
        * Using API or manual entry to register terminals via serial numbers.
      </Accordion>

      <Accordion title="Activate Devices">
        Merchants can activate terminals using activation codes directly on POS
        devices or through the CFS onboarding process.
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Configure Customer Facing Screens (CFS)">
    1. **Assign CFS Display Templates** to each terminal.

    2. Use **Kiosk Mode** or **Checkout Integration** based on terminal type.

    3. Manage content via:

       * **CMC (ClearLine Marketing Center)**
       * **API Endpoints** for dynamic updates.
  </Step>

  <Step title="Optional: Smart Pages & Custom Marketing Apps">
    1. Set up **Smart Pages** as QR destinations via the CMC or API.

    2. For tailored experiences, create **Custom Marketing Apps** using your content and display rules.
  </Step>

  <Step title="POS Marketing Rules Configuration">
    Define **POS Marketing Rules** to automate when and how content appears:

    * Trigger rules based on transaction types, customer interactions, or manual campaigns.
  </Step>

  <Step title="Deploy Campaigns">
    Use the **CMC** or APIs to create and manage:

    * **Outbound Campaigns** (SMS, MMS)

    * **CFS Campaigns**

    * **QR Code Distributions**
  </Step>

  <Step title="Testing & Validation">
    Use your staging environment to:

    * Simulate transactions.

    * Validate terminal content display.

    * Test API responses and webhooks.
  </Step>

  <Step title="Monitor & Optimize">
    Track terminal status, campaign performance, and customer engagement via:

    * **Admin Portal Dashboards**

    * **CMC Reports**

    * **API Metrics Endpoints**
  </Step>
</Steps>

## Resources

<CardGroup cols={2}>
  <Card title="API Documentation" icon="code" href="/api">
    Complete API reference and endpoints
  </Card>

  <Card title="Terminal Onboarding API" icon="terminal">
    Terminal registration and activation
  </Card>

  <Card title="CFS Template Guide" icon="display">
    Customer Facing Screen templates
  </Card>

  <Card title="POS Marketing Rules Overview" icon="gears">
    Marketing automation rules
  </Card>
</CardGroup>

<Tip>
  **Pro Tip:** Start with **one pilot merchant location**, validate integration,
  then scale up to full rollout.
</Tip>