Overview

A friendly guide to selling tickets and completing orders

The Point of Sale, or Sell Tickets tab, is where you create a new order. You select an event, choose tickets, review the cart, take payment, deliver the tickets, and finish the order.

What happens in the Point of Sale?

Web vs Android

The main POS flow is the same on Web and Android. The important difference is hardware: Web can use USB devices, but card payments and Bluetooth printers require Android.

Before you start

• Make sure you are signed in and have permissions to the event.

• Confirm the correct event and pass dates (if applicable).

• Check the event settings, especially delivery methods, customer information, check-in, and printer settings to be the right set up for the event needs.

• If you are using Android, make sure the Location and Connect to Nearby Devices permissions are enabled at all levels: Box Office app settings and Tablet level settings.

Authentication and Permissions

Permissions are offered per tab of the app:

1. Settings: Allows the user to edit box office settings at client or event Level.
2. Sell Tickets: Allows the user to access the Sell Tickets tab.
3. Manage Orders: Allows the user to access the Manage Orders tab and use service features.

To access the Point of Sale, you’ll need to grant permissions on different levels.

• For client level permissions go to Client dashboard → Manage → Users → Search / Add → Input user email → Edit Permissions → Events → Box Office APP
  • The user will have access to all events on that client’s account.
• For event level permissions go to Event dashboard → Manage → Users → Search / Add → Input user email → Edit Permissions → Events → Box Office APP
  • The user will have access to only this event.

Important: Users must have multi-factor authentication set up, otherwise, access will not be granted.

The application can be accessed in two ways:

• Android App - Download the app from the Play Store
• Web app: https://bo.eventim.us/

To log in, enter email, password & MFA code.

Hardware Set Up

The Android App version is compatible to connect via bluetooth with: Boca printers and Stripe M2 Readers. Here’s a guide, step by step to set up hardware via Bluetooth: 

• Credit card reader connectivity
• Boca printer connectivity

Settings

Users can access settings by clicking the dropdown menu and selecting one of the following options:

• Event Settings: Modify settings for the specific event currently displayed at the top of the screen.
• Client Settings: Establish a "template" for settings applied to future events.

There are three main features with adjustable settings:

Printer

• Choose between two ticket format options
• Print a test ticket

Check-in: Determine how to check in an entire order upon completing of a sale:

• Automatic Check-in: Automatically marks all tickets in the order as scanned.
• Manual Check-in: Enables a button on the confirmation page for manual order scanning.
• Selecting the scanning mode: Entry mode (1 entry only) or Scan In Mode (that works with Scan Out).
• Selecting the pass date that the app will consider for multi-day event check-in.

Customer Info: Determine if you want to collect the customer info through the process.

Delivery Methods: Choose the delivery methods that are available at your event. You can select one or more options. The selected delivery methods will be displayed in a dropdown menu in the cart. Drag and drop a method to the top to make it your default choice.

• Print Now: If you have a Boca Printer, you will be able to print physical tickets.
• Skip Delivery: You can make faster transactions without delivering a ticket to the customer.
• Print @ Home: You can send a print @ home ticket with PDFs attached.
• RFID: You can fulfill RFID wristbands that are previously constrained to their specific ticket types.

Important Notes:

• Event settings always override any client settings.
• Client settings are not applied retroactively; they only affect new events created after the settings are configured.

1. Event Selection

The event selection screen controls which event you are working with.

1. Find the event by name.

2. Choose the event you want to sell for and make it the primary event.

3. You can select additional events, but Sell Tickets uses only the primary event. Additional events are useful for Manage Orders.

4. If you picked the wrong event, change the primary event or reset the selection before continuing.

An event remains listed for 72 hours after the event date finishes for single day events. It remains listed 72 hours after the last pass date in multi-day events.

2. Ticket Listing & Cart

The ticket list shows the ticket types currently available for the selected event. Only ticket types configured for Box Office sales appear.

Add or remove tickets

• Select the ticket type, then use plus or minus to change the quantity.

• You can type a quantity directly when the quantity field is available.

• Remove a ticket from the cart if you no longer want it.

2.1 Review the cart

The cart temporarily holds the selected tickets while you complete the sale. Review it before starting checkout.

Use Checkout when everything looks right. Use Cancel Transaction to empty the cart and start over. Once checkout begins, the cart is read-only; go back to ticket selection if you need to change the tickets.

2.2 Choose a delivery method

The delivery methods shown in the cart depend on the event settings. The first method in the list is the default, unless the event setup says otherwise.

The delivery method fulfillment happens after the payment or the collect customer info screen.

2.3 GA Holds

Use the Holds tab to sell available hold tickets. The event and user permissions control whether this option is enabled or not. The listed tickets will display:

• Hold name
• Ticket type name
• Ticket type price
• Remaining holds

If you tap on the tooltip, you can update the price on the hold. Updating the price will affect the transaction and the amount will be recorded (for reporting and stats) accordingly to your update.

2.4 Comps

Use the Comp toggle to issue a complimentary or free ticket. The event and user permissions control whether this option is enabled or not.

If the toggle is on all ticket prices will turn to $0.00 and the check-out process will now display 2 fields:

• Price: This is a mockup price for consignment cases, where the ticket remains as $0.00 in terms of reporting, but it prints the price to the physical ticket.

• Reason for comp: Adds a note to the order. It will be visible at the Order Details.

After confirming this fields, you confirm the transaction and the app goes directly to the next step to fulfill the selected delivery method.

3. Payment Selection

3.1 Cash

The total amount shown in the Cash option is based on the Fees set up at event config.

1. Choose Cash at checkout.

2. Enter the amount received. The calculator shows the total due, cash received, and change due.

3. Quick amount buttons are meant for the total cash received. They do not add individual bills together.

4. You can type the amount with the on-screen keyboard or a physical keyboard.

5. Confirm the payment.

Using the cash calculator is optional. The important step is to confirm the payment.

3.2 Credit card

1. Credit card payments work on Android only.

2. The Stripe M2 must be connected from the Card Reader inside Box Office.

3. Tap on the Credit Card button.

4. Wait for the payment prompt, then have the customer tap, insert, or swipe the card as directed.

4. Collect Customer information

Customer information is controlled by the event settings. If the setting is on, the form appears during checkout. The form can include:

• First name and last name

• Email address and phone number

• ZIP code

• Sequence numbers for physical tickets that use sequential numbering

• Notes added to the order history

The form can be skipped when information is not required. It can also be partially completed, such as entering only a name and email. 

5. RFID fulfillment

When RFID is the delivery method, the Box Office opens the fulfillment flow after payment and any required customer information are complete.

1. When the screen says Waiting to Tap, tap the correct physical wristband once with the RFID paddle.
2. Wait while the status says Fulfilling.
3. When the fulfillment is Completed, continue to the next ticket.
4. If the ticket shows Error, verify the error (if the UID has already been fulfilled, or it doesn't exist) and use Retry when available.

Use one wristband or UID per ticket. RFID fulfillment is supported for new RFID purchases in the Point of Sale, and for shipped-to-RFID reissues, RFID-to-RFID reissues, and Will Call pickup when the fulfillment format is RFID in Manage Orders.

For an event integrated with WRSTBND.io, successful fulfillment activates the pass there. Refunds, voids, pauses, and reissues can deactivate the old pass. A reissue activates the replacement pass after the new wristband is fulfilled.

6. Finish the order

The confirmation screen shows the result of the sale. Take a moment to confirm the order number, tickets, delivery method, payment method, and total paid

6.1 Confirmation Info
 

6.2 Confirmation actions

Actions will depend on the delivery method.

7. Troubleshooting

Here are some of the reports we have seen before.