Point of Sale Training Guide

Transcription

1 PointofSaleTrainingGuide Aftermonthsofstress,hardworkandplanning,youreventisfinallyhere!OurPointofSale functionalityisaeasyandseamlesswaytosellticketsat the doorandearnextrarevenue! Thisguideisdesignedfortheperson(s)inchargeofmanagingandoverseeingPointof Saleattheevent. CONTENTS WhatToConsider UsingPointofSale SettingUp AcceptingPayments GettingYourMoney Troubleshooting 1

2 What To Consider No matter the size of your event, there are a few key things to prepare for when setting up your at the door sales. Internet Connection What will your internet situation be like? Will you be using WIFI, mobile hotspot, ethernet? Our Point of Sale functionality requires an internet connection to work. For best results and seamless processing, it is critical to know your internet situation in advance and ensure you will have steady and strong connectivity throughout the event. If you are not using your own internet connection, we strongly recommend discussing this with the venue and testing in advance of your event to make sure you will have access to a solid connection. Device Compatibility What type of operating system does your device support? Currently, Ticketbud s Point of Sale feature only operates on Android smartphones and tablets. If you have your own device, we will send you the software to quickly and easily download. If you do not have your own Android device, Ticketbud offers tablet rentals with our software already loaded. If you would like to rent equipment, please send an inquiry to 2

3 with the subject line Equipment Rental: [EVENT NAME] and include the following: Name of your event Your name and phone number Number of devices/dongles required Date you would like to receive equipment by Event Date Access to Power Will you have access to power? How close will you be to outlets, a generator, extension cords? While Ticketbud s Point of Sale functionality will not be a major drain to your device s battery, it is still important to be able to charge your device(s) if necessary. Just as you should confirm your internet connectivity well in advance, you should also have your power situation confirmed and nailed down beforehand. For additional information on managing check in and scanning tickets, check out our awesome Check in Training Guide at activate.ticketbud.com/training_guide/. 3

4 Using Point of Sale Getting Ticketbud s Point of Sale feature set up and ready to swipe credit cards and accept payments takes only a matter of minutes. Follow the steps below to get the feature connected to your account and properly deposited into your account. 1. Setting Up Reminder: the Ticketbud Point of Sale software will either be sent to you to upload onto your own device or will be included on the device rented from Ticketbud. 4

5 a. Once you have the Ticketbud Point of Sale app downloaded onto your device, open it to be taken to the Ticketbud login screen. Enter the address and password associated with your Ticketbud account and click Login. b. Find your event and click on it. 5

6 2. Accepting Payments Once you have successfully logged in, your account will be automatically connect to our Point of Sale app and ready to accept credit/debit card payments. On the transaction page for your event, you will see a few sections and buttons you will need to utilize to properly swipe and accept payments. Follow the steps below to select your ticket information, swipe an attendee s card and collect your proceeds! a. Connecting the dongle Plug the dongle into the audio jack of your device. Press firmly to ensure the dongle is properly connected. 6

7 If connected correctly, a pop up notification at the bottom will appear confirming the connection. b. Selecting tickets and quantities 7

8 At the top of the page you will see your ticket type and, to the right, the option to select a quantity. While you will only see one ticket at the top, your other tickets (if you have any) are hidden below. 8

9 To scroll through the quantities or tickets, simply touch the ticket or quantity and slide your finger upwards. If you cannot scroll through your tickets, be sure the device keyboard is not open. You can select multiple tickets with varying quantities. The price on the page will update as you select the order. c. Swiping 9

10 Once you have selected a customer s ticket order, you will need to press the blue Swipe button before actually swiping a card. 10

11 A pop up notification will appear reading Device begin swipe. Once you see this you can begin swiping the card. If you take too long the swiping functionality will time out. If it does, simply press the Swipe button again. If the card has been swiped properly, information from the card will automatically load in the Card Holder Information fields. If information does not load, re swipe the card or try swiping the other way. 11

12 Once the card has been swiped correctly and the info populates, you can edit the information by touching the information you like to change. If credit card swiping does not work, you can use this method to manually enter credit card information. If you need to quickly clear populated fields, simply click the Swipe button again. d. Receipts Before sending the payment, you will need to specify where you would like the transaction receipt to be sent. 12

13 You can click on the field to manually enter a customer s name or select No Receipt. Clicking No Receipt will default the to transactions@ticketbud.com. e. Sending Payments Once you have set your receipt and are ready to process the order, simply hit the green Send Payment button at the bottom of the page. The transaction may take a moment to process. When the transaction does go through a Transaction Successful pop up notification will display and the information will disappear from the page. You can now repeat the process above to transact additional payments! You can utilize multiple devices simultaneously to have multiple points of Point of Sale for your guests. 13

14 3. Getting Your Money Once a transaction is made from your Point of Sale device, those funds will be held by Ticketbud. We hold your at the door proceeds to prevent fraudulent activity and assists with refunding and other transactional related issues. When you re event ends, Ticketbud will contact you with the total amount earned using Point of Sale (which you can also see from your Manage dashboard) and options for how you would like us to send you your revenue. These options include: Check PayPal Troubleshooting The Ticketbud Point of Sale feature has been optimized to run smoothly and accept payments efficiently. However, if you do run into an issue, here are a few troubleshoot options to relay to your team. Slow Load Times Does the payment information take more than a few seconds to show up after swiping? Does it take more than a few seconds for the payment to be successfully transacted? 14

15 If the internet connection is weak or the network being accessed is also being used by others, Point of Sale may load more slowly. If a transaction is taking unusually long, you can cancel the action by pressing the blue Swipe button or by returning to the Event page and then going back into the feature. Card Is Not Swiping Properly Is the credit card information not appearing? If you swipe a card and the information for that card does not populate the fields below, here are a few troubleshooting questions you can ask: a. Is the card itself working? Many times a weathered magnetic strip on the back of a card can make it difficult for the Ticketbud dongle to read. New cards also take time to authenticate so if a card is brand new this could hinder the dongle from acquiring the proper data. If either of these may be the case, recommend the attendee try another card. b. Is this dongle plugged in completely? The dongle needs to be firmly connected to your device for the dongle to read the card. If swiped cards are not being read, press down on the dongle to make sure it is securely attached. 15

16 For any other troubleshooting, the platform includes a refresh button at the top right on your device. Clicking this button will refresh the page and can clear up most issues encountered on the transactions page. If you have any additional questions about your event check in, shoot us an at cs@ticketbud.com or call us at ! 16