Adding membership, donation, event registration, and/or e-store items to the cart
Important Note: If you have not used the POS app in more than 7 days, you will need to initiate sync manually by tapping the sync button.
Choosing a Customer
1. Before making any transaction in POS, tap Choose Customer to search for an existing contact in CRM. If a new contact needs to be added, tap Add New Contact.
2. If adding a new contact, only first and last name are required. Make sure to include email if sending email receipts.
Transaction Type:
Event Registration
1. After selecting the customer, tap the Event icon.
2. Tap the event name.
3. If this is a repeating event, select the time from the Event Schedule pop-up.
4. Select the Registration Type.
5. If needed, adjust the quantity. To add a discount code, tap the field under Have Discount Code? Enter the code and tap Apply.
6. To add attendee details, tap Add Attendee. On the Attendee Details pop-up, tap Change/Select Attendee to search from the CRM contact list or add a new contact. Tap Save.
7. Once this is completed, tap Save. Tap the cart icon to add the registration to the cart.
8. Other ticket types can now be purchased through the same steps. To add an Event Other Item or e-Store item, select the item, adjust the quantity, and tap on the Cart icon.
9. If the registration type is free, tap any of the four checkout icons below and select Proceed from the pop-up. Toggle Check-In Attendees to make the attendee as having been checked in. For steps to process paid Stripe transactions, click here. For steps to process paid Square transactions, click here.
10. Once payment has proceed, if applicable, select Print, Email, or No Receipt from the Receipt pop-up.
New Membership
1. After selecting the customer, tap the Membership icon.
2. Tap the membership level.
3. Make any necessary changes before adding to the screen. Registration Date and End Date can be overridden using their respective fields. Select Complimentary if a paid membership is being offered for free. Select Price Override to adjust the membership price. To adjust tax deductible value, tape Tax Deductible. If a discount code applies, enter the discount code in the field under Have Discount Code? and tap Apply.
4. To gift a membership, tap Gift a Membership and select the contact from the contact list or add a new contact.
5. For an individual group membership, tap Add Adult(s) or Add Child(s) to add family members to a membership. If the contact already has household relationships configured, they will show up on the Select Relationship pop-up. To add a new contact and create the relationship, tap Add New Relation.
5. Tap the cart icon to add the item to the cart.
6. If the membership type is free, tap any of the four checkout icons below, and select Proceed from the pop-up. For steps to process paid Stripe transactions, click here. For steps to process paid Square transactions, click here.
7. Select Print, Email, or No Receipt from the Receipt pop-up.
Change/Renew Membership
1. After selecting the customer, tap the Change/Renew icon. This will only appear if a member or ex-member with a non-lapsed membership has been selected.
2. To renew a membership, tap Renew on the membership you're renewing. Adjust any settings (see New Membership above for more) and tap the cart icon to add to the cart.
3. To change a membership select Change on the membership you'd like to change.
4. Tap the desired membership level.
5. Adjust any settings necessary before adding to the cart by tapping the cart icon.
6. If the membership type is free, tap any of the four checkout icons below. If membership is paid, tap the icon for the preferred mode of payment. Select Proceed from the Confirm Your Order pop-up. For steps to process paid Stripe transactions, click here. For steps to process paid Square transactions, click here.
7. Once payment has processed, if applicable, select Print, Email, or No Receipt from the Receipt pop-up.
Donation
1. After selecting the customer, tap the Donation icon.
2. Select the fund. If there is no ask array associated with the fund, enter the donation amount and tap Save. If an ask array is configured, select the ask amount from the next screen.
3. If applicable, select from the Tribute options. To add a tribute contact that exists in CRM or to add a new contact, tap the plus sign next to Contact Name. Search for an existing contact or add a new contact. To add a tribute name as a note (rather than a CRM contact), type in the name on the Name field.
4. To assign soft credit, tap Select Contact. Choose a contact from the list of existing contacts or add a new contact.
5. Tap the cart icon to add to cart.
6. Select the preferred payment method from the bottom right corner (gift card not available for Stripe transactions), and tap Proceed from the Confirm Your Order pop-up. For steps to process paid Stripe transactions, click here. For steps to process paid Square transactions, click here.
7. Once payment has processed, select Print, Email, or No Receipt from the Receipt pop-up.
e-Store
1. After selecting the customer, tap the e-Store icon.
2. Tap ADD from the e-Store item. Make sure any selections have been indicated from the dropdown menus, if applicable.
3. Click the Cart icon to add to cart.
4. Tap the payment option from the four icons below (gift card not available for Stripe transactions).
4. If the item is physical, as opposed to virtual, select between In Person or Shipping Required from Delivery Options.
5. If shipping the item, select an existing mailing address, if applicable, or enter a new address. Tap continue.
6. Tap Proceed.
7. For steps to process paid Stripe transactions, click here. For steps to process paid Square transactions, click here. If the item is free, select Print, Email, or No Receipt from the Receipt pop-up.
Comments
0 comments
Article is closed for comments.