Sell at the door with a card reader

Part 1

Register a card reader

1
Open the Terminal page
Open your event dashboard and go to Terminal. It has two tabs, Terminal and Tip Configs. The Setup Guide on the Terminal tab shows how to charge the reader, join Wi-Fi and generate a pairing code on the reader.
The Terminal tab with one card reader connected.
1. Tip Configs tab
2. Add Terminal form
3. Terminal menu
4. Start Order
Free events cannot use card readers or tips. The Terminal and Tips pages show Terminals Not Available and Tips not Available instead.
Add the reader
Select Add Terminal. Enter a Name and the pairing code from the reader in Device Registration Code.
To use specific tip options, check Use a custom tip config? and choose one. If you have none yet, create one on the Tip Configs tab first.
Replace or remove a reader
Open the reader menu and choose Delete Terminal. To re-pair a reader, delete it, then add it again with a new pairing code.
A reader registered more than 8 hours ago shows a warning. Delete it and re-pair it before you use it again.

Part 2

1
Start an order
On the reader card, select Start Order. The Verify Terminal Status dialog lists Connected to Wi-Fi, Battery charged and Software up to date. Check each one, then select I confirm all of the above.
The Verify Terminal Status dialog.
1. Readiness checklist
2. Confirm checkbox
3. Continue
Start the card payment
On the reader page, select Start Card Payment. Under Select Items, choose from Admissions and Concessions, or use Enter Custom Amount.
Finish on the reader
The buyer pays on the reader while you see Processing Payment. You then see Order Paid Successfully, or Order Failed with the reason. To stop a payment, select Cancel Reader Action.
Card reader orders appear in Orders. Use the Terminal Orders filter to find them.

Part 3

1
Create a tip config
Open the Tip Configs tab and select Add tip config. Enter a Name.
- Set percent options: the First, Second and Third tip percentages.
- Set Fixed Amounts: the First, Second and Third tip amounts.
- Tip Threshold: when the order total is below this amount, the buyer sees the fixed amounts instead of the percentages.
The Add tip config dialog.
1. Name
2. Percent options
3. Fixed amounts
4. Tip Threshold
Edit a config later
You can edit a config from the same tab.
After you edit a tip config, re-pair the card reader to see the update.