Kwikset Halo Wi-Fi Touchscreen Smart Lock

Required Tools

• Ruler
• Phillips head screwdriver
• Hammer (optional)
• Wood block (optional)
• Chisel (optional)

Parts List

• Mounting Plate
• Exterior Assembly
• Interior Assembly
• Adapter Ring
• Latch A
• Latch B (drive-in, not included, order separately if needed)
• Strike
• Keys
• SmartKey Tool
• Screws (various sizes, e.g., 03809, 46780, 48654, 49191, 64109, 68611)
• Batteries (4 AA)

1. Prepare the Door and Check Dimensions

A. Compatibility Check: Ensure your door is compatible. A compatible door has a standard deadbolt mounted separately from the handle below it.

B. Door Thickness: Measure to confirm the door is between 1-3/8" and 2" (35 mm and 51 mm) thick.

C. Door Hole Diameter: Measure to confirm the hole in the door is either 2-1/8" (54 mm) or 1-1/2" (38 mm).

D. Backset Measurement: Measure to confirm the backset is either 2-3/8" or 2-3/4" (60 or 70 mm).

E. Edge Hole Diameter: Measure to confirm the hole in the door edge is 1" (25 mm).

F. New Door Installation: If drilling a new door, use the supplied template and follow complete door drilling instructions available at kwikset.com/doorprep.

2. Install the Latch and Strike

A. Latch Installation:

• If the door edge is chiseled, use Latch A. Extend the latch bolt if necessary.
• If the door edge is not chiseled, use Latch B (drive-in). Extend the latch bolt if necessary.
• Hold the latch in front of the door hole, ensuring the latch face is flush against the door edge.
• Secure the latch with screws (03809).

B. Strike Installation: Install the strike on the door frame. Ensure the hole in the door frame is drilled at least 1" (25 mm) deep. Use longer screws for the strike plate closest to the door jamb.

3. Install the Exterior Keypad

A. Hole Diameter Adjustment: If the hole diameter is 1-1/2" (38 mm), install the Adapter Ring onto the Exterior Assembly. If the diameter is 2-1/8" (54 mm), the Adapter Ring is not needed.

B. Screw Preparation: Locate and keep the screws for step 3D within reach (48654).

C. Mounting Plate Removal: Remove the mounting plate from the interior assembly.

D. Exterior Assembly and Mounting Plate Installation:

• Support the exterior assembly during mounting plate installation.
• Route the cable through the center hole, then push it into the bottom hole, keeping it parallel to the edge of the door.
• Attach the exterior assembly and mounting plate to the door using screws (48654). Tighten screws evenly, but do not overtighten.
• Insert the key and test the latch. Ensure it extends and retracts smoothly. Remove the key when finished, ensuring the latch bolt is fully extended.

4. Install the Interior Assembly

A. Turnpiece Shaft Orientation: Ensure the turnpiece shaft is pointing up. Remove the interior cover and battery pack from the interior assembly.

B. Interior Assembly Installation: Install the interior assembly onto the mounting plate. Ensure a tight cable connection. Lay any excess cable flat inside the bottom of the interior housing.

C. Secure Interior Assembly: Use the correct screws (49191) to secure the interior assembly.

5. Install Batteries and Perform Door Handing Process

A. Install Batteries: Install 4 AA batteries into the battery pack, ensuring correct polarity. Use new, non-rechargeable alkaline batteries for best results.

B. Initiate Auto-Handing: With the door open, install the battery pack to start the auto-handing process.

C. Door Handing Confirmation: The latch bolt will retract and extend to learn the door's orientation. The touchscreen will indicate success (flashing checkmark ✔️) or failure (flashing "X" ❌).

• If the process fails, ensure the interior assembly and batteries are correctly installed. Repeat step 5B.
• If still unsuccessful, refer to the Manual Door Handing section.

6. Test the Lock and Check Door Alignment

A. Extend Latch: With the door open, insert the key and extend the latch smoothly.

B. Retract Latch: Turn the key 180° to retract the latch smoothly.

C. Lock Door: Close the door. Insert and rotate the key to lock the door smoothly.

D. Unlock Door: Turn the key 180° to unlock the door smoothly.

Note: If the door does not lock/unlock smoothly, ensure you used the supplied latch and strike. Contact Kwikset Support for a Warped Door Service Kit if issues persist.

7. Install the Interior Cover

A. Cover Installation: Install the interior cover. You may need to rotate the turnpiece to align with the turnpiece shaft.

B. Secure Cover: Install screws (64109) to secure the cover. Use the security screw (68611) to lock the window for added security.

Battery Pack Access:

• Unlocked Window: Slide up the window to access the battery pack.
• Locked Window: Remove the interior cover and screws to access the battery pack.

8. Download the App and Create an Account

A. Download App: Scan the QR code or visit www.kwikset.com/app to download the Kwikset app.

B. Create Account: Create your account and follow the in-app setup instructions. This step is crucial for lock operation and should be performed by the homeowner.

Reference Guide

Halo Touchscreen at a Glance

Exterior

• Display
• Touchscreen
• Lock symbol
• SmartKey tool hole
• Keyway
• Status LED

Interior (cover removed)

• Button "A"
• Button "B"
• Program Button
• Turnpiece shaft
• Battery pack

Status LED Colors

System Alerts

*Beeping sounds will only be heard if Lock Sounds have not been disabled in the app.

Manual Door Handing

If needed, the door handing process can be initiated manually. This is useful if the lock is being moved to a different door.

1. Remove battery pack.
2. Press and HOLD the Program button while reinserting the battery pack. Release the Program button after 3 seconds. The status LED will flash red and green.
3. Press the Program button once more.
4. The latch bolt will extend and retract to learn the orientation of the door. The LED will flash green ✔️ if handing is successful or red ❌ if handing is unsuccessful.

Network Reset

Network Reset will delete all Wi-Fi settings, Bluetooth pairings, user associations, and remove the lock from the account.

1. Press and HOLD "A" for 10 seconds. You will hear 1 short beep and see an amber LED.
2. Release "A." You will see a blinking amber LED to indicate it is in network reset mode.
3. Press and release the Program button to confirm network reset.
4. If successful, you will hear 1 long beep and see a green LED ✔️. If unsuccessful, you will hear 5 rapid beeps and see a blinking red LED ❌. If unsuccessful, repeat from step 1.

Note: The Program button must be pressed within 10 seconds of releasing "A" or the function will time out.

System Reset

System Reset will delete all access codes and lock settings including lock handing. The lock will run the handing process at the end of the System Reset.

1. Press "A" 10 times. You will hear 1 short beep and see a blinking amber LED to indicate it is in system reset mode.
2. Press and release the Program button to confirm system reset.
3. If successful, you will hear 1 long beep and see a green LED ✔️, and the reset process will begin. During the reset process, the LED will blink green/red a few times and will beep when complete. If unsuccessful, you will hear 5 rapid beeps and see a blinking red LED ❌. If unsuccessful, repeat from step 1.

Factory Reset

Factory Reset will delete all Wi-Fi settings, Bluetooth pairings, user associations, remove the lock from the account, and reset all lock settings including handing.

1. Remove battery pack.
2. Press and HOLD the Program button while reinserting the battery pack. Keep holding the button for 30 seconds until the lock beeps and the status LED flashes red.
3. Press the Program button once more. The LED will flash green and red, and the auto-handing process will begin.
4. The latch will retract and extend to learn the orientation of the door. The LED will flash green ✔️ if auto-handing is successful or red ❌ if auto-handing is unsuccessful.

Troubleshooting

A complete Halo Touchscreen Programming and Troubleshooting Guide is available at www.kwikset.com/halo/support.

SmartKey Re-Keying

Re-key the lock to work with your existing key. See the supplied SmartKey Re-key instructions for more information.

Note: If Auto-Lock is enabled, remove the battery pack before re-keying your lock.

Important Safeguards

1. Read all instructions in their entirety.
2. Familiarize yourself with all warning and caution statements.
3. Remind all family members of safety precautions.
4. Protect your user codes.
5. Dispose of used batteries according to local laws and regulations.

WARNING: This Manufacturer advises that no lock can provide complete security by itself. This lock may be defeated by forcible or technical means, or evaded by entry elsewhere on the property. No lock can substitute for caution, awareness of your environment, and common sense. Builder's hardware is available in multiple performance grades to suit the application. In order to enhance security and reduce risk, you should consult a qualified locksmith or other security professional.