Preparing your cashless and configuring your terminals

Once our team has advised you on the NFC support that will best suit your event, you can send us your request to rent mobile terminals. The terminals will be directly linked to your cashless account upon arrival.

Create and configure items for sale

Log in to your back office to set up your items for sale. Articles are the products that you will offer to your participants throughout your event.

Creating a new article is done in less than 5 minutes. Simply enter their name and then upload an image if you want. You can apply a fixed or free price as well as define the VAT rate and the quantity of your stocks. All items can be used as a deposit, just check the box”Define as instruction” At the same time, an unordered item will be automatically created.

If you don't want to set a price, click on”Free price”. By checking this box, your staff will have to define a price for each transaction.

Set up activities to properly organize your sales

Activities are where your items are going to be found. For example, you create an article”Coca-Cola” that you are going to put into the activity”Boisson”.

To create an activity, enter its name for example”Snacking”, define a color for each activity. Defining different colors by activities will allow your team to find their way around at a glance, on the day of the event. Finally, drag and drop all the items you want to incorporate into the activity.

In the menu “Return order”, find all the items you have put on deposit. This activity is automatically created when you set up instructions.

Set up points of sale, recharging, and refunding

• The points of sale

The creation of a point of sale is specific to each organization. Indeed, it corresponds to the physical place where you will sell your items (bar, restaurant, shop, stand).

To create a store, define a name and then drag and drop the various activities you want to associate with the store. You can change the order in which the various activities are displayed to make it easier to find your way around.

• Reload and refund points

Reload and refund points are generally called”Cashless bank” by the organizers. They correspond to physical locations that will allow your participants to pick up their NFC support, recharge them and get the remaining balance reimbursed at the end of your event.

To create a repayment and/or reload point, define a name and then specify the minimum and maximum amount that the recharge point can apply. Then, configure the payment methods you want to authorize on your event (cash, credit card, check) then configure the display order so that the first item on the list is selected as the default payment.

The administrator interface is created automatically on the back office. This interface cannot be modified or deleted. It allows you to track all the reload and refund points created and to apply additional features.

Tips:

• Click on the icon at the top right to duplicate your item, activity or point of sale, refund and/or reload. By duplicating it, it creates a new point with all the information already mentioned.
  

• By clicking on the little eye at the top right of the item, a preview on the right will appear. This overview will allow you to view all the changes to your point of sale, refund and/or recharge as if you were on a cashless terminal.
  

• When an item is hidden, it no longer appears on mobile devices. To delete your item, activity or point of sale, refund and/or reload, click on the trash can at the top right. Once removed, it will no longer appear on cashless terminals.
  

• The organization of your items, activities and points of sale, reloading and/or reimbursement is done intuitively thanks to the cursor of your mouse. This will allow your staff to better find their way around the interface.
  

Other configurations:

• Integrate a cashless module on your website so that your participants can recharge their account at any time. The integration of a module is not mandatory. All you have to do is click on the menu”Set up” then”General” and copy and paste the code into the source code of your website.
  

• Set an activation fee at the first recharge or a refund at the end of your event. To do this, click on the menu”Finance” then in”Activation fees” and/or”Refund fees”.
  

• Assemble your team and define the accesses for the various points of sale, reimbursement and/or recharging. On the big day, your team will only have to connect with the NFC support that has been assigned to them.

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Click on the menu”Account” then”My information” and enter all of your personal details. Do not forget to fill in your bank details so that we can send you your payments.