Check in App/Swipers

You can also visit our summary video again here.

Open the Givergy application on the iPad provided in your kit. You will be prompted to login and select a region. The login details will have been provided by the CSM in your event brief. If you have your own login credentials for the CMS, they can also be used here. (Other region will be noted at bottom of the article)

Select or search for your event on the next screen, clicking the arrow on the right side of the row
Once the event is selected you will be prompted with the list of guests. as per the image below you can see the details that are provided for each guest that can be modified. From this page you can change the detail of the guest by clicking on their name.
Clicking the green check-in option will prompt you with any errors (similar to screenshot below) and then allow you to confirm and check in the guest.

At this point the guest has been checked in and will receive a text message detailing the table information and a link to visit the website to complete registration.

Connecting Swipers

To be completed when able to demo swiper connectivity

Clicking the connect card reader option at the middle top of the app will present a dialog containing a list of nearby swipers. Match the last 4 digits with that on the swiper itself. When checking in a guest it will prompt you to swipe the guests card before confirming check in.


Bid

Clicking Bid on the guest information screen will present the below popup allowing you to search for the lot. The boxes shown in red below are required for the bid to complete. The “Display pop up” will force the bid to show on a leaderboard that has popups enabled. The dialog box will also show the current and the minimum bid required.

Buy Now

Selecting “Buy Now” on the guest information will present a dialog box similar to the “Bid” box. Enter the item that the guest wishes to but and then select the quantity before hitting the confirm button. Guests can either pay for them right away by using the checkout option detailed in the following section or wait till the end of the night.

Donate

Selecting Donate will open the donation dialog. In the first text box select the donation level which will automatically populate the amount. From there you can increase the amount from the pre filled amount. Clicking confirm will add this item the guests cart for immediate or future checkout

Enter Prize Draw
Clicking Prize Draw will open the “Enter prize draw” dialog. Select the prize draw using the first textbox which will provide you the details for the lot. Enter the quantity or number of ticket the guest would like to purchase and then click confirm. It is recommended that you immediately checkout the guest for this item as the system only counts paid items when selecting the winner.
Normal text.

Buy Event Ticket

Selecting Buy Event Ticket will open the below dialog allowing you to add a ticket to the guest. Select the ticket using the first box and then add the quantity of tickets requested. Clicking confirm will add this ticket to the cart for immediate or future checkout.

Checkout

Clicking Checkout will bring up the guests cart, an example of which is below. From here you can add the payment fee, remove items, and charge a card. Selecting “Charge a new card” will prompt you to scan the credit card using your connected swiper, if you do not have a swiper you will need to charge the guest from the CMS with the card details. Charging a saved card will charge any card that is saved to the guests profile. Paid to client would be the equivalent of a check or cash payment handed to the client directly.