Trackside - User contributions [en]

How Participants Sign Waivers & Complete Pre-check-in

2022-08-01T05:39:35Z

Justin:

This article shows how Participants will complete Pre-Check-In prior to arriving at your event. If they don't complete it, your staff may have to assist them in completing these steps.


__NOTOC__
===Step 1===
While logged into their account, click on My Account from anywhere on the site.
[[File:LogInMyAccount.jpg|frameless|center|675px|Click My Account]]

===Step 2===
Click on My Events from My Account to view events Participant is registered for.
[[File:MyAccountMyEvents.jpg|frameless|center|675px|Click My Events]]

===Step 3===
From My Events, click on View & Manage for the event the Participant wishes to complete Pre-Check-In for. There may be multiple events in this list, ensure the correct event is selected.
[[File:MyAccountViewManage.jpg|frameless|center|675px|Click View & Manage]]

===Step 4===
This page will display relevant info for the selected event they are signed up for. Toward the bottom you will see Start next to Pre-Check-In. Click on Start.
[[File:ViewManageStart.jpg|frameless|center|675px|Click Start]]

===Step 5===
This will bring them to the Participant Waiver. They will need to read & sign in the signature box at the bottom. This will be done by touch or mouse.
[[File:WaiverSign.jpg|frameless|center|675px|Sign Waiver]]

===Step 6===
They will want to make sure to click Save Waiver, otherwise the signature will be lost. This will take them to the next step.
[[File:WaiverSaveWaiver.jpg|frameless|center|675px|Save Waiver]]

===Step 7===
The Participant may fill out the custom fields for your Tech Card next if they have the required information.
[[File:TechCardCustomFields.jpg|frameless|center|675px|Fill in custom fields]]

===Step 8===
The Participant will then also need to sign their Tech Card.
[[File:TechCardSign.jpg|frameless|center|675px|Sign Tech Card]]

===Step 9===
Once again, be sure to save the form once complete to proceed to the next step. Leaving before clicking this button will cause changes to be lost.
[[File:TechCardSaveForm.jpg|frameless|center|675px|Save Tech Card]]

===Step 10===
The Participant will then be prompted for a photo ID. They may either take a picture if the device is capable, or upload one from the device by clicking Browse and finding the file.
[[File:PhotoIDBrowse.jpg|frameless|center|675px|Click Browse]]

===Step 11===
Finally they will click on Save License to complete the Pre-Check-In process.
[[File:PhotoIDSaveLicense.jpg|frameless|center|675px|Click Save License]]


[[Table of Contents|Return to Table of Contents]]

[[Category:Refinement & Optimization]]

[[Category:Editing & Refining Your Events]]

Participant Check-in

2022-08-01T05:38:13Z

Justin:

This article will walk you through the process of checking in participants on the day of your event. This process can be eased slightly by your participants performing Pre-check-in as detailed in [[How Participants Sign Waivers & Complete Pre-check-in]]


__NOTOC__
===Step 1===
After signing in, Hover over Trackside. Alternatively you can click on this and it will take you to a separate page with the link for the next step on it. Click that link and you will get to Step 3 all the same.
[[File:LogInTrackside.jpg|frameless|center|675px|Hover over Trackside]]

===Step 2===
Click on Check-in
[[File:TracksideCheckin.jpg|frameless|center|675px|Click on Check-in]]

===Step 3===
This will take you to a window where you're going to select the event you're doing Check-in for from the list of current events.
[[File:CheckinSelectEvent.jpg|frameless|center|675px|Select Event]]

===Step 4===
Once you find your event and select it, click on Go to Event Check-in below the list.
[[File:CheckinGoCheckin.jpg|frameless|center|675px|Click Go to Event Check-in]]

===Step 5===
For finding participants within your list of drivers, there are a couple ways you may go about making finding specific drivers easier. The first is the search bar. You may search here by scanning the driver's QR code from their ticket, searching by name, vehicle, or class.
[[File:EventCheckinSearch.jpg|frameless|center|675px|Search function]]
You may also sort the list by clicking on the column headings just above the list to sort by that parameter.
[[File:EventCheckinSort.jpg|frameless|center|675px|Click Headings]]

===Step 6===
Once you have found your driver on the list, on the far right, you will see their Check-in Status. The variations you will see here are as follows:

'''Not here yet'''- Driver has not been checked in through Front Gate and is presumably not on site

'''On Premises'''- Driver has been checked in through Front Gate and is presumably on site

'''Continue Check-in'''- Driver has been through Front Gate, check in was started and not completed

'''Checked in'''- Driver has completed check in process

and the '''(PC x/3)''' will indicate how many of their Pre-Check-ins the participant has completed. 0 will indicate that haven't done them (waiver, tech form, Upload ID), 3 will indicate that they've completed them, and anything in between that some are done, but as a whole incomplete. Most frequently this will be due to lack of a license photo.

Click on their Check-in status and we'll begin their Check-in process.
[[File:EventCheckinCheckinStatus.jpg|frameless|center|675px|Click Check-in Status]]

===Step 7===
We'll start by verifying and updating their details as needed.
[[File:EmergVehDetails.jpg|frameless|center|675px|Update Details]]

===Step 8===
Once you're satisfied with the information that's been entered, clicking the Save Changes button will save any edits and move you to the next step in the process.
[[File:EmergVehSave.jpg|frameless|center|675px|Click Save Changes]]

===Step 9===
You will then move on to the waiver. You can verify that it's been completed if they've done their check-ins, and if not, the participant may sign their waiver at this time. '''Note your waiver will likely differ in appearance from what is shown here.'''
[[File:WaiverSign.jpg|frameless|center|675px|Sign Waiver]]

===Step 10===
Once the waiver is either signed or verified, you will click on either the Save Waiver or Verify Waiver button. This will auto update depending on whether the participant has done Pre-Check-ins.
[[File:WaiverSaveVerify.jpg|frameless|center|675px|Click Save Verify Waiver]]

===Step 11===
This will take us to the Tech Card. If Pre-Check-ins have not been completed, you will see the option to fill in the custom fields. If Pre-Check-ins have been completed and you need to edit the custom fields, click Clear Form, make your edits, and the Participant will have to sign the card again in the next step, otherwise, continue to the next step. '''Again, your Tech Card will likely vary from the one shown in the following steps.'''
[[File:TechCardCheckinCustomFields.jpg|frameless|center|675px|Complete Custom Fields]]

===Step 12===
Next we will either verify the Participant has signed the waiver if they completed Pre-Check-ins, or have them sign it if the Tech Card is unsigned.
[[File:TechCardSign.jpg|frameless|center|675px|Sign Tech Card]]

===Step 13===
Lastly for the Tech Card, once we are satisfied with completion of the card, we will click either Save Form or Verify Form dependent on the completion of Pre-Check-ins. This will also move us on to the next step.
[[File:TechCardVerifySave.jpg|frameless|center|675px|Save Tech Card]]

===Step 14===
From here, if incomplete, you will likely be taking a picture of the Participant's Photo ID. You also have the option to browse your device for an image if needed.
[[File:PhotoIDBrowse.jpg|frameless|center|675px|Upload ID]]

===Step 15===
Once you have a photo of the Participant's ID, click either Save License or Verify License. This will also move us to the next step.
[[File:PhotoIDSaveVerify.jpg|frameless|center|675px|Click Save Verify License]]

===Step 16===
The next page will ask you to verify your Check-in Checklist is complete. Check all boxes once all steps are complete.
[[File:InspectionPacketCheckboxes.jpg|frameless|center|675px|Click Checkboxes]]

===Step 17===
Clicking Update Check-in will update the status of the steps shown in the check boxes and complete our Check-in process.
[[File:InspectionPacketUpdate.jpg|frameless|center|675px|Click Update Check-in]]

===Step 18===
You will then have to click the Back to Driver List link once you're ready to return to the list and begin checking in the next driver.
[[File:InspectionPacketDriverList.jpg|frameless|center|675px|Click Back to Driver List]]

===Step 19===
You can then see that the Participant's Check-in Status will be updated to Checked In
[[File:EventCheckinCheckedIn.jpg|frameless|center|675px|Driver Checked In]]


[[Table of Contents|Return to Table of Contents]]

[[Category:Refinement & Optimization]]

[[Category:Editing & Refining Your Events]]

2022-08-01T05:36:14Z

Justin:

==Trackside Help Table of Contents==


===[[:Category:Getting Started|Getting Started]]===
'''The basics for making your first event with Trackside work'''


* [[:Category:Setting Up an Event|Setting Up an Event]]
** [[Create Driver Classifications]]
** [[Add Additional Ticket Types]] - i.e. child, senior, etc
** [[My Garage - Vehicle Components & Options]]
** [[E-mail Templates]]
** [[Event Setup Assistant]]
** [[Edit an Event Listing]]

* [[:Category:For Sanctioning Bodies|For Sanctioning Bodies]]
** [[Adding a Track for Your Events]]

* [[:Category:Setting Up the Point of Sale System|Setting Up the Point of Sale System]] - Required for on site ticket/registration sales even if you don't have the Trackside POS or Handheld
** [[Create Register Groups]]
** [[Add Registers & Assign Them to Register Groups]]
** [[View Products]]
** [[Mapping Events & Products to a POS Register]]
** [[POS Receipt Settings & Customization]]

* [[:Category:The Day of Your Event|The Day of Your Event]]
** [[Using the Point of Sale]]
** [[Scanning Pre-Sold Tickets]]
** [[Connect a Scanner Via Bluetooth]]
** [[Connect a Scanner Via USB Dongle]]
** [[Connect a Scanner Via Wired USB]]

===[[:Category:Refinement & Optimization|Refinement & Optimization]]===
'''Making Trackside work for you'''


* [[The Trackside 3 Phase Implementation Guide]]
* [[User Permissions]]

* [[:Category:Customizing the Appearance of Your Trackside Site|Customizing the Appearance of Your Trackside Site]]
** [[Edit Contact Information]]
** [[Add or Edit Social Media Links]]
** [[Add or Edit Sponsors]]
** [[Add or Edit a Site Page]]
** [[Change Your Front Page]]
** [[Edit Your Error Pages]]

* [[:Category:Editing & Refining Your Events|Editing & Refining Your Events]]
** [[View Unpublished Events]]
** [[Edit a Participant Registration Product]]
*** [[Add a Driver Classification to an Existing Event]]
** [[Add Spectator Ticket Types to an Existing Event]]
** [[Products Generating QR Codes]]
** [[Uploading & Editing Driver Waivers & Tech Cards]]
** [[Participant Check-in]]
*** [[How Participants Sign Waivers & Complete Pre-check-in]]
** [[Edit the Participant Registration Product Form]]
** [[Edit the General Ticket Product Form]]

* [[:Category:Non-Ticketed Sales|Non-Ticketed Sales]]
** [[Setting Up Product Type Categories]]
*** [[Product Setup Assistant]]
** [[Edit a Product]]
*** [[Publishing a Product Without Publishing an Event]] 
** [[Miscellaneous Charges and Discounts]]
** [[Applying Gift Cards at Checkout]]
** [[Applying Coupons at Checkout]]

* [[:Category:Event Communication Options|Event Communication Options]]
** [[Send Text Messages (SMS)]]
*** [[Customer Accounts Without SMS Phone Numbers]]
** [[Send Emails]]
** [[Communication Logs]]

* [[:Category:Race Control & Safety|Race Control & Safety]]
** [[Finding a Driver or Racer]]
** [[Keeping Event Logs]]
** [[Viewing Tech Cards]]
** [[Viewing Driver Emergency Info]]
** [[Timing and Scoring Entry]]
** [[Exporting Data]]
** [[Participant Status]]

* [[:Category:Customer Data|Customer Data]]
** [[Your Customer Database]]
*** [[Editing Addresses, Garages, Etc For Your Customer]]

* [[:Category:Customer Support|Customer Support]]
** [[Viewing Past Orders]]
** [[Viewing Current Carts]]
** [[Transferring or Cancelling an Order]]
** [[Issuing Full or Partial Refunds]]

* [[:Category:Marketing|Marketing]]
** [[Newsletters]]
*** [[Newsletter Subscriber Lists]]
*** [[Create a Newsletter Issue]]
**** [[Send Test Newsletter Issue]]
**** [[Send Newsletter Issue]]
** [[Creating Promotions & Coupons]]

* [[:Category:Reports|Reports]]
** [[Event Analytics]]
** [[Fee Report]]
** [[Loyalty Points]]
** [[Product Sales]]
** [[Revenue Over Time]]
** [[Revenue Per Event]]
** [[Sales by Location]]
** [[Tickets Sold By Event]]
** [[User Info By Event]]
** [[Who Bought What]]


=== [[:Category:Setting Yourself Apart|Setting Yourself Apart]] ===
'''These are the products offered in Trackside that really help you stand out in our industry'''


* [[Offering Gift Cards & Credits]]
* [[Starting your Loyalty Program]]
** [[Manually Assigning Loyalty Points]]
* [[Event Schedules]]
* [[Setting Up a Learning Program]]


===[[:Category:Glossary|Glossary]]===

Using the Point of Sale

2022-08-01T05:29:34Z

Justin: Corrected picture displayed for Trackside > Point of Sale

This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations!

Prerequisite steps:
* You must have products to sell which are created with [[Event Setup Assistant]] and/or [[Product Setup Assistant]]. If you have events listed on your [[Default Trackside Home Page]] and haven't deleted any of your products, you will have at least a [[Participant Registration Product]] to sell.
* [[Create Register Groups]]
* [[Add Registers & Assign Them to Register Groups]]

Optional steps:
* [[Mapping Events & Products to a POS Register]]

You must be logged in as a user with Point of Sale User permissions to perform these actions. See [[User Permissions]] if you need assistance granting access to additional users.


__NOTOC__
===Step 1===
After signing in, Hover over Trackside. Alternatively you can click on this and it will take you to a separate page with the link for the next step on it. Click that link and you will get to Step 3 all the same.
[[File:LogInTrackside.jpg|frameless|center|675px|Hover over Trackside]]

===Step 2===
Click on Point of Sale (POS).
[[File:TracksidePointOfSale.jpg|frameless|center|675px|Click Point of Sale (POS)]]

===Step 3===
The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to Step 28 to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
[[File:StartTillRegisterGroup.jpg|frameless|center|675px|Select a Register Group]]

===Step 4===
Enter your Till Start amount.
[[File:StartTillStartAmt.jpg|frameless|center|675px|Enter Till Start amount]]

===Step 5===
Click on Open.
[[File:StartTillOpenPOS.jpg|frameless|center|675px|Click Open]]

===Step 6===
You are now ready to begin selling products from your Point of Sale. There are 4 ways to accomplish adding items to a ticket:
* Scan a barcode - below
* Click a button - Step 7
* Product lookup - Step 13
* Misc charge - This will be covered in [[Miscellaneous Charges and Discounts]]


'''Option 1:''' Scan a barcode

You must have a scanner such as the Trackside QR Scanner connected. (See [[Connect a Scanner Via Bluetooth]] , [[Connect a Scanner Via USB Dongle]] , or [[Connect a Scanner Via Wired USB]] . Click in the Product Lookup text box, '''ensure it is clear''', then you may scan.
[[File:ProductLookupTitle.jpg|frameless|center|675px|Click in the Product Lookup text box]]

===Step 7===
'''Option 2: Click a button'''

Click on buttons to add items to Cart.
[[File:POSButton.jpg|frameless|center|675px|Click a Button]]

===Step 8===
'''If you are selling a Participant Registration from the Point of Sale, you will have to fill out their Participant Registration form that they would otherwise fill out online for pre-registrations.'''


Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.
[[File:POSParticipantPhone.jpg|frameless|center|675px|Enter Participant phone number]]

===Step 9===
If the phone number is associated with an existing account, choose the correct name from the list by clicking Select.
[[File:POSParticipantSelectUser.jpg|frameless|center|675px|Click Select]]

===Step 10===
Enter or verify the Participant's first and last name, then either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
[[File:POSParticipantSelectVehicle.jpg|frameless|center|675px|Select Vehicle]]

===Step 11===
Select the Participant's class they will be running for the event from the drop down menu.
[[File:POSParticipantSelectClass.jpg|frameless|center|675px|Select Class]]

===Step 12===
Select whether the Participant will be under the age of 18 the day of the event to determine minor status, then click Save to complete the Participant Registration.
[[File:POSParticipantSave.jpg|frameless|center|675px|Click Save]]

We can then verify that the Participant Registration was added to the ticket by viewing it in the Cart.
[[File:POSParticipantCart.jpg|frameless|center|675px|Cart Participant Registration]]

===Step 13===
'''Option 3: Product lookup'''

Type part of the item's title into the Product Lookup text box. This will also work for [[Participant Registration Product]]s
[[File:ProductLookupTitle.jpg|frameless|center|675px|Product Lookup]]

===Step 14===
Click Search.
[[File:ProductLookupSearch.jpg|frameless|center|675px|Click Search]]

===Step 15===
This will bring up a list of products containing your search term. Find your product in the list, and click Select for that product.
[[File:ProductLookupSelect.jpg|frameless|center|675px|Click Select]]

This will add your product to the Cart.
[[File:ProductLookupCart.jpg|frameless|center|675px|Cart Product]]

===Step 16===
Once your order is complete and the customer is ready to check out, click the Checkout button below the Cart.
[[File:CheckoutClickCheckout.jpg|frameless|center|675px|Click Checkout]]

===Note===
Take note of the Auto Scan warning at the top of the Checkout screen. When displayed, this warning informs you that the register you are using will immediately consume any Participant Registration or General Admission tickets. This is good for Front Gate Points of Sale, as you will skip any further check-in when selling tickets for your event at the gate. However, if you're selling for a future event from the track's office or pro shop, If this is enabled when you sell the tickets, when your customer returns on the day of the event, their ticket will be scanned as valid, but already consumed. If you need help turning this off, see [[Add Registers & Assign Them to Register Groups]] .
[[File:CheckoutAutoScan.jpg|frameless|center|675px|Auto Scan Warning]]

===Step 17===
This brings us to the Checkout screen. At this point, you may:
* Return to the previous screen to add more items - Step 18
* Adjust Item Quantities - below
* Enter Coupon Codes - Step 19 (Redirect)
* Enter Gift Cards - Step 19 (Redirect)
* Proceed to Checkout - Step 20
* or Cancel Sale - Step 18

You may use the plus or minus signs to adjust quantities of certain items on the ticket. If you need to add additional event registrations or miscellaneous charges, you will have to return to the previous screen by clicking Add More Items to add those.
[[File:CheckoutAdjustQty.jpg|frameless|center|675px|Adjust quantities]]

===Step 18===
If you need them, the Add More Items and Cancel Sale buttons are available. Add More Items will return you to the previous screen so you can continue adding products to the ticket. Cancel Sale will entirely cancel the sale and empty the cart for you to begin a new ticket. You will have to click through a confirmation to complete cancellation.
[[File:CheckoutCancelAdd.jpg|frameless|center|675px|Add More Items or Cancel Sale]]

===Step 19===
You may also apply gift cards or coupons toward your transaction at this point. These options will be covered in more detail in [[Applying Gift Cards at Checkout]] and [[Applying Coupons at Checkout]] .
[[File:CheckoutGiftCardCoupon.jpg|frameless|center|675px|Apply Gift Card or Coupon]]

===Step 20===
To complete checkout, you will be clicking on either Pay by Cash or Pay by Credit depending on how the sale is being tendered.
[[File:CheckoutCashCredit.jpg|frameless|center|675px|Click Cash or Credit]]

===Step 21===
If paying by cash, enter the amount of cash tendered.
[[File:CashTendered.jpg|frameless|center|675px|Enter cash tendered]]

===Step 22===
Click submit.
[[File:CashSubmit.jpg|frameless|center|675px|Click submit]]

===Step 23===
Trackside will calculate & display the change due to the customer. Click the X to continue to the receipt.
[[File:CashChange.jpg|frameless|center|675px|Change due]]

===Step 24===
If paying by card, you may use a card reader if available or manually enter the credit card information.
[[File:CreditBlanks.jpg|frameless|center|675px|Credit info required]]

===Step 25===
Click Charge to submit the entered information for processing the charge.
[[File:CreditCharge.jpg|frameless|center|675px|Click Charge]]

===Step 26===
Once payment is complete, the customer's receipt should print, or you will receive a prompt to print the receipt. If you need an additional copy or a reprint, click print.
[[File:RecieptPrint.jpg|frameless|center|675px|Click Print]]

===Step 27===
Once you're ready for the next transaction, click Close.
[[File:RecieptClose.jpg|frameless|center|675px|Click Close]]

===Step 28===
Once you are ready to end your Point of Sale session, you will begin by clicking Close Till.
[[File:CloseTillClose.jpg|frameless|center|675px|Click Close Till]]

===Step 29===
This should either print your Session Summary, or prompt you to print it. On the Session Summary, you will find information regarding the tickets sold, drawer start amount, cash & credit sales, expected cash, and a spot to write actual cash in the drawer.
[[File:CloseTillSummary.jpg|frameless|center|675px|Session Summary]]

===Step 30===
If you need a reprint or an additional copy of the summary, click Print.
[[File:CloseTillSummaryPrint.jpg|frameless|center|675px|Click Print]]

===Step 31===
Click Close till, and your session is complete. This will return you to the screen to start till again.
[[File:CloseTillSummaryClose.jpg|frameless|center|675px|Click Close Till]]


[[Table of Contents|Return to Table of Contents]]

[[Category:Getting Started]]

[[Category:The Day of Your Event]]

File:TracksidePointOfSale.jpg

2022-08-01T05:23:28Z

Justin: Detailing location of Point of Sale within the Trackside menu.

== Summary ==
Detailing location of Point of Sale within the Trackside menu.

Using the Point of Sale

2022-08-01T05:22:14Z

Justin:

This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations!

Prerequisite steps:
* You must have products to sell which are created with [[Event Setup Assistant]] and/or [[Product Setup Assistant]]. If you have events listed on your [[Default Trackside Home Page]] and haven't deleted any of your products, you will have at least a [[Participant Registration Product]] to sell.
* [[Create Register Groups]]
* [[Add Registers & Assign Them to Register Groups]]

Optional steps:
* [[Mapping Events & Products to a POS Register]]

You must be logged in as a user with Point of Sale User permissions to perform these actions. See [[User Permissions]] if you need assistance granting access to additional users.


__NOTOC__
===Step 1===
After signing in, Hover over Trackside. Alternatively you can click on this and it will take you to a separate page with the link for the next step on it. Click that link and you will get to Step 3 all the same.
[[File:LogInTrackside.jpg|frameless|center|675px|Hover over Trackside]]

===Step 2===
Click on Point of Sale (POS).
[[File:TracksidePOS.jpg|frameless|center|675px|Click Point of Sale (POS)]]

===Step 3===
The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to Step 28 to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
[[File:StartTillRegisterGroup.jpg|frameless|center|675px|Select a Register Group]]

===Step 4===
Enter your Till Start amount.
[[File:StartTillStartAmt.jpg|frameless|center|675px|Enter Till Start amount]]

===Step 5===
Click on Open.
[[File:StartTillOpenPOS.jpg|frameless|center|675px|Click Open]]

===Step 6===
You are now ready to begin selling products from your Point of Sale. There are 4 ways to accomplish adding items to a ticket:
* Scan a barcode - below
* Click a button - Step 7
* Product lookup - Step 13
* Misc charge - This will be covered in [[Miscellaneous Charges and Discounts]]


'''Option 1:''' Scan a barcode

You must have a scanner such as the Trackside QR Scanner connected. (See [[Connect a Scanner Via Bluetooth]] , [[Connect a Scanner Via USB Dongle]] , or [[Connect a Scanner Via Wired USB]] . Click in the Product Lookup text box, '''ensure it is clear''', then you may scan.
[[File:ProductLookupTitle.jpg|frameless|center|675px|Click in the Product Lookup text box]]

===Step 7===
'''Option 2: Click a button'''

Click on buttons to add items to Cart.
[[File:POSButton.jpg|frameless|center|675px|Click a Button]]

===Step 8===
'''If you are selling a Participant Registration from the Point of Sale, you will have to fill out their Participant Registration form that they would otherwise fill out online for pre-registrations.'''


Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.
[[File:POSParticipantPhone.jpg|frameless|center|675px|Enter Participant phone number]]

===Step 9===
If the phone number is associated with an existing account, choose the correct name from the list by clicking Select.
[[File:POSParticipantSelectUser.jpg|frameless|center|675px|Click Select]]

===Step 10===
Enter or verify the Participant's first and last name, then either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
[[File:POSParticipantSelectVehicle.jpg|frameless|center|675px|Select Vehicle]]

===Step 11===
Select the Participant's class they will be running for the event from the drop down menu.
[[File:POSParticipantSelectClass.jpg|frameless|center|675px|Select Class]]

===Step 12===
Select whether the Participant will be under the age of 18 the day of the event to determine minor status, then click Save to complete the Participant Registration.
[[File:POSParticipantSave.jpg|frameless|center|675px|Click Save]]

We can then verify that the Participant Registration was added to the ticket by viewing it in the Cart.
[[File:POSParticipantCart.jpg|frameless|center|675px|Cart Participant Registration]]

===Step 13===
'''Option 3: Product lookup'''

Type part of the item's title into the Product Lookup text box. This will also work for [[Participant Registration Product]]s
[[File:ProductLookupTitle.jpg|frameless|center|675px|Product Lookup]]

===Step 14===
Click Search.
[[File:ProductLookupSearch.jpg|frameless|center|675px|Click Search]]

===Step 15===
This will bring up a list of products containing your search term. Find your product in the list, and click Select for that product.
[[File:ProductLookupSelect.jpg|frameless|center|675px|Click Select]]

This will add your product to the Cart.
[[File:ProductLookupCart.jpg|frameless|center|675px|Cart Product]]

===Step 16===
Once your order is complete and the customer is ready to check out, click the Checkout button below the Cart.
[[File:CheckoutClickCheckout.jpg|frameless|center|675px|Click Checkout]]

===Note===
Take note of the Auto Scan warning at the top of the Checkout screen. When displayed, this warning informs you that the register you are using will immediately consume any Participant Registration or General Admission tickets. This is good for Front Gate Points of Sale, as you will skip any further check-in when selling tickets for your event at the gate. However, if you're selling for a future event from the track's office or pro shop, If this is enabled when you sell the tickets, when your customer returns on the day of the event, their ticket will be scanned as valid, but already consumed. If you need help turning this off, see [[Add Registers & Assign Them to Register Groups]] .
[[File:CheckoutAutoScan.jpg|frameless|center|675px|Auto Scan Warning]]

===Step 17===
This brings us to the Checkout screen. At this point, you may:
* Return to the previous screen to add more items - Step 18
* Adjust Item Quantities - below
* Enter Coupon Codes - Step 19 (Redirect)
* Enter Gift Cards - Step 19 (Redirect)
* Proceed to Checkout - Step 20
* or Cancel Sale - Step 18

You may use the plus or minus signs to adjust quantities of certain items on the ticket. If you need to add additional event registrations or miscellaneous charges, you will have to return to the previous screen by clicking Add More Items to add those.
[[File:CheckoutAdjustQty.jpg|frameless|center|675px|Adjust quantities]]

===Step 18===
If you need them, the Add More Items and Cancel Sale buttons are available. Add More Items will return you to the previous screen so you can continue adding products to the ticket. Cancel Sale will entirely cancel the sale and empty the cart for you to begin a new ticket. You will have to click through a confirmation to complete cancellation.
[[File:CheckoutCancelAdd.jpg|frameless|center|675px|Add More Items or Cancel Sale]]

===Step 19===
You may also apply gift cards or coupons toward your transaction at this point. These options will be covered in more detail in [[Applying Gift Cards at Checkout]] and [[Applying Coupons at Checkout]] .
[[File:CheckoutGiftCardCoupon.jpg|frameless|center|675px|Apply Gift Card or Coupon]]

===Step 20===
To complete checkout, you will be clicking on either Pay by Cash or Pay by Credit depending on how the sale is being tendered.
[[File:CheckoutCashCredit.jpg|frameless|center|675px|Click Cash or Credit]]

===Step 21===
If paying by cash, enter the amount of cash tendered.
[[File:CashTendered.jpg|frameless|center|675px|Enter cash tendered]]

===Step 22===
Click submit.
[[File:CashSubmit.jpg|frameless|center|675px|Click submit]]

===Step 23===
Trackside will calculate & display the change due to the customer. Click the X to continue to the receipt.
[[File:CashChange.jpg|frameless|center|675px|Change due]]

===Step 24===
If paying by card, you may use a card reader if available or manually enter the credit card information.
[[File:CreditBlanks.jpg|frameless|center|675px|Credit info required]]

===Step 25===
Click Charge to submit the entered information for processing the charge.
[[File:CreditCharge.jpg|frameless|center|675px|Click Charge]]

===Step 26===
Once payment is complete, the customer's receipt should print, or you will receive a prompt to print the receipt. If you need an additional copy or a reprint, click print.
[[File:RecieptPrint.jpg|frameless|center|675px|Click Print]]

===Step 27===
Once you're ready for the next transaction, click Close.
[[File:RecieptClose.jpg|frameless|center|675px|Click Close]]

===Step 28===
Once you are ready to end your Point of Sale session, you will begin by clicking Close Till.
[[File:CloseTillClose.jpg|frameless|center|675px|Click Close Till]]

===Step 29===
This should either print your Session Summary, or prompt you to print it. On the Session Summary, you will find information regarding the tickets sold, drawer start amount, cash & credit sales, expected cash, and a spot to write actual cash in the drawer.
[[File:CloseTillSummary.jpg|frameless|center|675px|Session Summary]]

===Step 30===
If you need a reprint or an additional copy of the summary, click Print.
[[File:CloseTillSummaryPrint.jpg|frameless|center|675px|Click Print]]

===Step 31===
Click Close till, and your session is complete. This will return you to the screen to start till again.
[[File:CloseTillSummaryClose.jpg|frameless|center|675px|Click Close Till]]


[[Table of Contents|Return to Table of Contents]]

[[Category:Getting Started]]

[[Category:The Day of Your Event]]

File:CreditCharge.jpg

2022-08-01T04:37:42Z

Justin: Detailing clicking on the Charge button once credit card info is obtained

== Summary ==
Detailing clicking on the Charge button once credit card info is obtained

File:CreditBlanks.jpg

2022-08-01T04:35:49Z

Justin: Detailing the required information for paying by Credit.

== Summary ==
Detailing the required information for paying by Credit.

Using the Point of Sale

2022-08-01T04:14:43Z

Justin:

This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations!

Prerequisite steps:
* You must have products to sell which are created with [[Event Setup Assistant]] and/or [[Product Setup Assistant]]. If you have events listed on your [[Default Trackside Home Page]] and haven't deleted any of your products, you will have at least a [[Participant Registration Product]] to sell.
* [[Create Register Groups]]
* [[Add Registers & Assign Them to Register Groups]]

Optional steps:
* [[Mapping Events & Products to a POS Register]]

You must be logged in as a user with Point of Sale User permissions to perform these actions. See [[User Permissions]] if you need assistance granting access to additional users.


__NOTOC__
===Step 1===
After signing in, Hover over Trackside. Alternatively you can click on this and it will take you to a separate page with the link for the next step on it. Click that link and you will get to Step 3 all the same.
[[File:LogInTrackside.jpg|frameless|center|675px|Hover over Trackside]]

===Step 2===
Click on Point of Sale (POS).
[[File:TracksidePOS.jpg|frameless|center|675px|Click Point of Sale (POS)]]

===Step 3===
The next step is to start the till to open your register. If you don't have the following screens appear for you when you begin your Point of Sale session, it's possible the previous user had not closed the till. You may continue to operate from their till and jump to Step 6 or if you would like to verify your cash drawer amounts, you may jump to step _ to close your till, then return here to start your till and begin a new session. We will start by selecting the [[Register Group]] and register you intend to sell products from in the drop down list. See [[Create Register Groups]] and [[Add Registers & Assign Them to Register Groups]] if this has not yet been completed.
[[File:StartTillRegisterGroup.jpg|frameless|center|675px|Select a Register Group]]

===Step 4===
Enter your Till Start amount.
[[File:StartTillStartAmt.jpg|frameless|center|675px|Enter Till Start amount]]

===Step 5===
Click on Open.
[[File:StartTillOpenPOS.jpg|frameless|center|675px|Click Open]]

===Step 6===
You are now ready to begin selling products from your Point of Sale. There are 4 ways to accomplish adding items to a ticket:
* Scan a barcode - below
* Click a button - Step 7
* Product lookup - Step 13
* Misc charge - This will be covered in [[Miscellaneous Charges and Discounts]]


'''Option 1:''' Scan a barcode

You must have a scanner such as the Trackside QR Scanner connected. (See [[Connect a Scanner Via Bluetooth]] , [[Connect a Scanner Via USB Dongle]] , or [[Connect a Scanner Via Wired USB]] . Click in the Product Lookup text box, '''ensure it is clear''', then you may scan.
[[File:ProductLookupTitle.jpg|frameless|center|675px|Click in the Product Lookup text box]]

===Step 7===
'''Option 2: Click a button'''

Click on buttons to add items to Cart.
[[File:POSButton.jpg|frameless|center|675px|Click a Button]]

===Step 8===
'''If you are selling a Participant Registration from the Point of Sale, you will have to fill out their Participant Registration form that they would otherwise fill out online for pre-registrations.'''


Enter the Participant's phone number, then hit Tab on your keyboard, or click in the First Name text box. If they have an account, the rest of their saved information will populate in the form and you may simply confirm the information is correct. If they do not have an account, you will need to input the rest of their information into the form.
[[File:POSParticipantPhone.jpg|frameless|center|675px|Enter Participant phone number]]

===Step 9===
If the phone number is associated with an existing account, choose the correct name from the list by clicking Select.
[[File:POSParticipantSelectUser.jpg|frameless|center|675px|Click Select]]

===Step 10===
Enter or verify the Participant's first and last name, then either enter their vehicle information or select one from their garage using the drop down menu if they don't always drive the same car.
[[File:POSParticipantSelectVehicle.jpg|frameless|center|675px|Select Vehicle]]

===Step 11===
Select the Participant's class they will be running for the event from the drop down menu.
[[File:POSParticipantSelectClass.jpg|frameless|center|675px|Select Class]]

===Step 12===
Select whether the Participant will be under the age of 18 the day of the event to determine minor status, then click Save to complete the Participant Registration.
[[File:POSParticipantSave.jpg|frameless|center|675px|Click Save]]

We can then verify that the Participant Registration was added to the ticket by viewing it in the Cart.
[[File:POSParticipantCart.jpg|frameless|center|675px|Cart Participant Registration]]

===Step 13===
'''Option 3: Product lookup'''

Type part of the item's title into the Product Lookup text box. This will also work for [[Participant Registration Product]]s
[[File:ProductLookupTitle.jpg|frameless|center|675px|Product Lookup]]

===Step 14===
Click Search.
[[File:ProductLookupSearch.jpg|frameless|center|675px|Click Search]]

===Step 15===
This will bring up a list of products containing your search term. Find your product in the list, and click Select for that product.
[[File:ProductLookupSelect.jpg|frameless|center|675px|Click Select]]

This will add your product to the Cart.
[[File:ProductLookupCart.jpg|frameless|center|675px|Cart Product]]

===Step 16===
Once your order is complete and the customer is ready to check out, click the Checkout button below the Cart.
[[File:CheckoutClickCheckout.jpg|frameless|center|675px|Click Checkout]]

===Note===
Take note of the Auto Scan warning at the top of the Checkout screen. When displayed, this warning informs you that the register you are using will immediately consume any Participant Registration or General Admission tickets. This is good for Front Gate Points of Sale, as you will skip any further check-in when selling tickets for your event at the gate. However, if you're selling for a future event from the track's office or pro shop, If this is enabled when you sell the tickets, when your customer returns on the day of the event, their ticket will be scanned as valid, but already consumed. If you need help turning this off, see [[Add Registers & Assign Them to Register Groups]] .
[[File:CheckoutAutoScan.jpg|frameless|center|675px|Auto Scan Warning]]

===Step 17===
This brings us to the Checkout screen. At this point, you may:
* Return to the previous screen to add more items - Step 18
* Adjust Item Quantities - below
* Enter Coupon Codes - Step 19 (Redirect)
* Enter Gift Cards - Step 19 (Redirect)
* Proceed to Checkout - Step 20
* or Cancel Sale - Step 18

You may use the plus or minus signs to adjust quantities of certain items on the ticket. If you need to add additional event registrations or miscellaneous charges, you will have to return to the previous screen by clicking Add More Items to add those.
[[File:CheckoutAdjustQty.jpg|frameless|center|675px|Adjust quantities]]

===Step 18===
If you need them, the Add More Items and Cancel Sale buttons are available. Add More Items will return you to the previous screen so you can continue adding products to the ticket. Cancel Sale will entirely cancel the sale and empty the cart for you to begin a new ticket.
[[File:CheckoutCancelAdd.jpg|frameless|center|675px|Add More Items or Cancel Sale]]

===Step 19===
You may also apply gift cards or coupons toward your transaction at this point. These options will be covered in more detail in [[Applying Gift Cards at Checkout]] and [[Applying Coupons at Checkout]] .
[[File:CheckoutGiftCardCoupon.jpg|frameless|center|675px|Apply Gift Card or Coupon]]

===Step 20===
To complete checkout, you will be clicking on either Pay by Cash or Pay by Credit depending on how the sale is being tendered.
[[File:CheckoutCashCredit.jpg|frameless|center|675px|Click Cash or Credit]]


[[Table of Contents|Return to Table of Contents]]

[[Category:Getting Started]]

[[Category:The Day of Your Event]]

Using the Point of Sale

2022-08-01T03:42:42Z

Justin:

Using the Point of Sale

2022-08-01T03:32:37Z

Justin:

Using the Point of Sale

2022-08-01T02:57:05Z

Justin:

Using the Point of Sale

2022-08-01T02:26:00Z

Justin:

Connect a Scanner Via Bluetooth

2022-08-01T02:12:57Z

Justin:

This article will assist you in connecting a Trackside QR Scanner to a Bluetooth device with the assistance of the Trackside QR Scanner Setup Sheet.

Want a different type of connection or having Bluetooth issues? See [[Connect a Scanner Via USB Dongle]] or [[Connect a Scanner Via Wired USB]]


[[File:TracksideQRScannerSetupSheetPg1.jpg|frameless|left|425px|Trackside QR Scanner Setup Sheet Pg1]] [[File:TracksideQRScannerSetupSheetPg2.jpg|frameless|center|425px|Trackside QR Scanner Setup Sheet Pg2]]



'''Pairing issue? Hold down trigger for 8 seconds to force Bluetooth pairing. Keep holding until the QR scanner beeps.'''


__NOTOC__
==iOS==
===Step 1===
Ensure Bluetooth is enabled

===Step 2===
Enter Settings

===Step 3===
Select Bluetooth

===Step 4===
Use scanner to scan codes from top to bottom under Enable Bluetooth Scanning on page 1 of the Trackside QR Scanner Setup Sheet.

===Step 5===
Select Barcode Scanner HID on the Bluetooth device. This will need to be done within a few seconds of scanning the QR codes on the Setup Sheet.

===Step 6===
Listen for pairing complete beep

===Note===
On Screen Keyboard should disappear. Double pull scanner trigger to activate/deactivate on screen keyboard.

==Android==
===Step 1===
Ensure Bluetooth is enabled
[[File:AndroidVerifBT.jpg|frameless|center|475px|Verify Bluetooth on]]

===Step 2===
Enter Settings
[[File:AndroidSettings.jpg|frameless|center|475px|Tap Settings]]

===Step 3===
Select Connected Devices
[[File:AndroidConnectedDevices.jpg|frameless|center|475px|Tap Connected Devices]]

===Step 4===
You may have to select Bluetooth to view available Bluetooth devices depending on your installation of Android
[[File:AndroidBluetooth.jpg|frameless|center|475px|Tap Bluetooth]]

===Step 5===
Use scanner to scan codes from top to bottom under Enable Bluetooth Scanning on page 1 of the Trackside QR Scanner Setup Sheet.

===Step 6===
Select Barcode Scanner HID on the Bluetooth device. This will need to be done within a few seconds of scanning the QR codes on the Setup Sheet.

===Step 7===
Listen for pairing complete beep


[[Table of Contents|Return to Table of Contents]]

[[Category:Getting Started]]

[[Category:The Day of Your Event]]

Using the Point of Sale

2022-08-01T02:09:02Z

Justin: Created page with "This article is intended to get you through basic operation of the Trackside Point of Sale. This can be done from the Trackside Point of Sale terminal or from a web browser. If you're here, you're ready to start generating income on site with Trackside! Congratulations! Prerequisite steps: * You must have products to sell which are created with Event Setup Assistant and/or Product Setup Assistant. If you have events listed on your Default Trackside Home Page..."

2022-07-28T16:17:46Z

Justin: /* Refinement & Optimization */ Added article for Publishing Product w/o publishing event based on support ticket #138130

==Trackside Help Table of Contents==


===[[:Category:Getting Started|Getting Started]]===
'''The basics for making your first event with Trackside work'''


* [[:Category:Setting Up an Event|Setting Up an Event]]
** [[Create Driver Classifications]]
** [[Add Additional Ticket Types]] - i.e. child, senior, etc
** [[My Garage - Vehicle Components & Options]]
** [[E-mail Templates]]
** [[Event Setup Assistant]]
** [[Edit an Event Listing]]
** [[Uploading & Editing Driver Waivers & Tech Cards]]

* [[:Category:For Sanctioning Bodies|For Sanctioning Bodies]]
** [[Adding a Track for Your Events]]

* [[:Category:Setting Up the Point of Sale System|Setting Up the Point of Sale System]] - Required for on site ticket/registration sales even if you don't have the Trackside POS or Handheld
** [[Create Register Groups]]
** [[Add Registers & Assign Them to Register Groups]]
** [[View Products]]
** [[Mapping Events & Products to a POS Register]]
** [[POS Receipt Settings & Customization]]

* [[:Category:The Day of Your Event|The Day of Your Event]]
** [[Participant Check-in]]
*** [[How Participants Sign Waivers & Complete Pre-check-in]]
** [[Using the Point of Sale]]
** [[Scanning Pre-Sold Tickets]]
** [[Connect a Scanner Via Bluetooth]]
** [[Connect a Scanner Via USB Dongle]]
** [[Connect a Scanner Via Wired USB]]

===[[:Category:Refinement & Optimization|Refinement & Optimization]]===
'''Making Trackside work for you'''


* [[The Trackside 3 Phase Implementation Guide]]
* [[User Permissions]]

* [[:Category:Customizing the Appearance of Your Trackside Site|Customizing the Appearance of Your Trackside Site]]
** [[Edit Contact Information]]
** [[Add or Edit Social Media Links]]
** [[Add or Edit Sponsors]]
** [[Add or Edit a Site Page]]
** [[Change Your Front Page]]
** [[Edit Your Error Pages]]

* [[:Category:Editing & Refining Your Events|Editing & Refining Your Events]]
** [[View Unpublished Events]]
** [[Edit a Participant Registration Product]]
*** [[Add a Driver Classification to an Existing Event]]
** [[Add Spectator Ticket Types to an Existing Event]]
** [[Products Generating QR Codes]]
** [[Edit the Participant Registration Product Form]]
** [[Edit the General Ticket Product Form]]

* [[:Category:Non-Ticketed Sales|Non-Ticketed Sales]]
** [[Setting Up Product Type Categories]]
*** [[Product Setup Assistant]]
** [[Edit a Product]]
*** [[Publishing a Product Without Publishing an Event]] 
** [[Miscellaneous Charges and Discounts]]
** [[Applying Gift Cards at Checkout]]
** [[Applying Coupons at Checkout]]

* [[:Category:Event Communication Options|Event Communication Options]]
** [[Send Text Messages (SMS)]]
*** [[Customer Accounts Without SMS Phone Numbers]]
** [[Send Emails]]
** [[Communication Logs]]

* [[:Category:Race Control & Safety|Race Control & Safety]]
** [[Finding a Driver or Racer]]
** [[Keeping Event Logs]]
** [[Viewing Tech Cards]]
** [[Viewing Driver Emergency Info]]
** [[Timing and Scoring Entry]]
** [[Exporting Data]]
** [[Participant Status]]

* [[:Category:Customer Data|Customer Data]]
** [[Your Customer Database]]
*** [[Editing Addresses, Garages, Etc For Your Customer]]

* [[:Category:Customer Support|Customer Support]]
** [[Viewing Past Orders]]
** [[Viewing Current Carts]]
** [[Transferring or Cancelling an Order]]
** [[Issuing Full or Partial Refunds]]

* [[:Category:Marketing|Marketing]]
** [[Newsletters]]
*** [[Newsletter Subscriber Lists]]
*** [[Create a Newsletter Issue]]
**** [[Send Test Newsletter Issue]]
**** [[Send Newsletter Issue]]
** [[Creating Promotions & Coupons]]

* [[:Category:Reports|Reports]]
** [[Event Analytics]]
** [[Fee Report]]
** [[Loyalty Points]]
** [[Product Sales]]
** [[Revenue Over Time]]
** [[Revenue Per Event]]
** [[Sales by Location]]
** [[Tickets Sold By Event]]
** [[User Info By Event]]
** [[Who Bought What]]


=== [[:Category:Setting Yourself Apart|Setting Yourself Apart]] ===
'''These are the products offered in Trackside that really help you stand out in our industry'''


* [[Offering Gift Cards & Credits]]
* [[Starting your Loyalty Program]]
** [[Manually Assigning Loyalty Points]]
* [[Event Schedules]]
* [[Setting Up a Learning Program]]


===[[:Category:Glossary|Glossary]]===

File:CloseTillSummaryClose.jpg

2022-07-25T04:26:05Z

Justin: Detailing location of Close Till button on Session Summary when closing till at a Point of Sale

== Summary ==
Detailing location of Close Till button on Session Summary when closing till at a Point of Sale

File:CloseTillSummaryPrint.jpg

2022-07-25T04:24:01Z

Justin: Detailing location of Print button on a Session Summary when closing till at a Point of Sale

== Summary ==
Detailing location of Print button on a Session Summary when closing till at a Point of Sale

File:CloseTillSummary.jpg

2022-07-25T04:22:49Z

Justin: Detailing a Session Summary when closing till at a Point of Sale

== Summary ==
Detailing a Session Summary when closing till at a Point of Sale

File:CloseTillClose.jpg

2022-07-25T04:21:56Z

Justin: Detailing clicking on Close Till from the Point of Sale when ready to close till.

== Summary ==
Detailing clicking on Close Till from the Point of Sale when ready to close till.

File:RecieptClose.jpg

2022-07-25T04:20:54Z

Justin: Detailing location of Close button on a receipt after sale at a Point of Sale

== Summary ==
Detailing location of Close button on a receipt after sale at a Point of Sale

File:RecieptPrint.jpg

2022-07-25T04:18:16Z

Justin: Detailing location of Print button for a receipt after a sale at a Point of Sale

== Summary ==
Detailing location of Print button for a receipt after a sale at a Point of Sale

File:CashChange.jpg

2022-07-25T04:16:17Z

Justin: Detailing display of change due after accepting cash during Checkout at a Point of Sale

== Summary ==
Detailing display of change due after accepting cash during Checkout at a Point of Sale

File:CashSubmit.jpg

2022-07-25T04:15:07Z

Justin: Detailing clicking Submit button after inputting cash tendered during Checkout at a Point of Sale

== Summary ==
Detailing clicking Submit button after inputting cash tendered during Checkout at a Point of Sale

File:CashTendered.jpg

2022-07-25T04:13:54Z

Justin: Detailing inputting amount tendered when being paid by cash at a Point of Sale

== Summary ==
Detailing inputting amount tendered when being paid by cash at a Point of Sale

File:CheckoutCashCredit.jpg

2022-07-25T04:12:46Z

Justin: Detailing location of Cash & Credit Card buttons at Checkout at a Point of Sale

== Summary ==
Detailing location of Cash & Credit Card buttons at Checkout at a Point of Sale

File:CheckoutCancelAdd.jpg

2022-07-25T04:10:29Z

Justin: Detailing Add More Items and Cancel Sale buttons at Checkout at a Point of Sale

== Summary ==
Detailing Add More Items and Cancel Sale buttons at Checkout at a Point of Sale

File:CheckoutGiftCardCoupon.jpg

2022-07-25T04:09:09Z

Justin: Detailing the Gift Card & Coupon buttons when checking out at a Point of Sale

== Summary ==
Detailing the Gift Card & Coupon buttons when checking out at a Point of Sale

File:CheckoutAdjustQty.jpg

2022-07-25T04:07:44Z

Justin: Detailing adjusting quantities on applicable items in the Cart at Checkout at a Point of Sale

== Summary ==
Detailing adjusting quantities on applicable items in the Cart at Checkout at a Point of Sale

File:CheckoutAutoScan.jpg

2022-07-25T04:06:00Z

Justin: Detailing the Auto Scan warning when checking out at the Point of Sale

== Summary ==
Detailing the Auto Scan warning when checking out at the Point of Sale

File:CheckoutClickCheckout.jpg

2022-07-25T04:04:57Z

Justin: Detailing clicking Checkout when ready to check out at a Point of Sale

== Summary ==
Detailing clicking Checkout when ready to check out at a Point of Sale

File:ProductLookupCart.jpg

2022-07-25T04:03:03Z

Justin: Detailing a Product in the Cart after performing Product lookup at a Point of Sale

== Summary ==
Detailing a Product in the Cart after performing Product lookup at a Point of Sale

File:ProductLookupSelect.jpg

2022-07-25T04:01:32Z

Justin: Detailing selecting a Product when performing Product lookup at a Point of Sale

== Summary ==
Detailing selecting a Product when performing Product lookup at a Point of Sale

File:ProductLookupSearch.jpg

2022-07-25T04:00:36Z

Justin: Detailing clicking the Search button when performing Product lookup at a Point of Sale

== Summary ==
Detailing clicking the Search button when performing Product lookup at a Point of Sale

File:ProductLookupTitle.jpg

2022-07-25T03:59:24Z

Justin: Detailing entering a Product title in the Search Box to perform Product lookup at a Point of Sale

== Summary ==
Detailing entering a Product title in the Search Box to perform Product lookup at a Point of Sale

File:POSParticipantCart.jpg

2022-07-25T03:58:12Z

Justin: Detailing a Participant Registration in the Cart after being ordered at a Point of Sale

== Summary ==
Detailing a Participant Registration in the Cart after being ordered at a Point of Sale

File:POSParticipantSave.jpg

2022-07-25T03:57:18Z

Justin: Detailing clicking save when selling a Participant Registration at a Point of Sale

== Summary ==
Detailing clicking save when selling a Participant Registration at a Point of Sale

File:POSParticipantSelectClass.jpg

2022-07-25T03:56:13Z

Justin: Detailing selecting a class the User will be driving when selling a Participant Registration at a Point of Sale

== Summary ==
Detailing selecting a class the User will be driving when selling a Participant Registration at a Point of Sale

File:POSParticipantSelectVehicle.jpg

2022-07-25T03:54:49Z

Justin: Detailing selecting a User's vehicle when selling a Participant Registration at a Point of Sale

== Summary ==
Detailing selecting a User's vehicle when selling a Participant Registration at a Point of Sale

File:POSParticipantSelectUser.jpg

2022-07-25T03:53:32Z

Justin: Detailing selecting a User when selling a Participant Registration at a Point of Sale

== Summary ==
Detailing selecting a User when selling a Participant Registration at a Point of Sale

File:POSParticipantPhone.jpg

2022-07-25T03:51:56Z

Justin: Detailing inputting a phone number when selling a Participant Registration at a Point of Sale

== Summary ==
Detailing inputting a phone number when selling a Participant Registration at a Point of Sale

File:StartTillOpenPOS.jpg

2022-07-25T03:49:20Z

Justin: Detailing clicking open when starting the till for a Point of Sale

== Summary ==
Detailing clicking open when starting the till for a Point of Sale

File:StartTillStartAmt.jpg

2022-07-25T03:48:32Z

Justin: Detailing inputting a starting amount when starting the till for a Point of Sale

== Summary ==
Detailing inputting a starting amount when starting the till for a Point of Sale

File:StartTillRegisterGroup.jpg

2022-07-25T03:46:52Z

Justin: Detailing selecting the Register Group when starting the till for a Point of Sale

== Summary ==
Detailing selecting the Register Group when starting the till for a Point of Sale

2022-07-25T03:01:16Z

Justin: /* Refinement & Optimization */

==Trackside Help Table of Contents==


===[[:Category:Getting Started|Getting Started]]===
'''The basics for making your first event with Trackside work'''


* [[:Category:Setting Up an Event|Setting Up an Event]]
** [[Create Driver Classifications]]
** [[Add Additional Ticket Types]] - i.e. child, senior, etc
** [[My Garage - Vehicle Components & Options]]
** [[E-mail Templates]]
** [[Event Setup Assistant]]
** [[Edit an Event Listing]]
** [[Uploading & Editing Driver Waivers & Tech Cards]]

* [[:Category:For Sanctioning Bodies|For Sanctioning Bodies]]
** [[Adding a Track for Your Events]]

* [[:Category:Setting Up the Point of Sale System|Setting Up the Point of Sale System]] - Required for on site ticket/registration sales even if you don't have the Trackside POS or Handheld
** [[Create Register Groups]]
** [[Add Registers & Assign Them to Register Groups]]
** [[View Products]]
** [[Mapping Events & Products to a POS Register]]
** [[POS Receipt Settings & Customization]]

* [[:Category:The Day of Your Event|The Day of Your Event]]
** [[Participant Check-in]]
*** [[How Participants Sign Waivers & Complete Pre-check-in]]
** [[Using the Point of Sale]]
** [[Scanning Pre-Sold Tickets]]
** [[Connect a Scanner Via Bluetooth]]
** [[Connect a Scanner Via USB Dongle]]
** [[Connect a Scanner Via Wired USB]]

===[[:Category:Refinement & Optimization|Refinement & Optimization]]===
'''Making Trackside work for you'''


* [[The Trackside 3 Phase Implementation Guide]]
* [[User Permissions]]

* [[:Category:Customizing the Appearance of Your Trackside Site|Customizing the Appearance of Your Trackside Site]]
** [[Edit Contact Information]]
** [[Add or Edit Social Media Links]]
** [[Add or Edit Sponsors]]
** [[Add or Edit a Site Page]]
** [[Change Your Front Page]]
** [[Edit Your Error Pages]]

* [[:Category:Editing & Refining Your Events|Editing & Refining Your Events]]
** [[View Unpublished Events]]
** [[Edit a Participant Registration Product]]
*** [[Add a Driver Classification to an Existing Event]]
** [[Add Spectator Ticket Types to an Existing Event]]
** [[Products Generating QR Codes]]
** [[Edit the Participant Registration Product Form]]
** [[Edit the General Ticket Product Form]]

* [[:Category:Non-Ticketed Sales|Non-Ticketed Sales]]
** [[Setting Up Product Type Categories]]
*** [[Product Setup Assistant]]
** [[Edit a Product]]
** [[Miscellaneous Charges and Discounts]]
** [[Applying Gift Cards at Checkout]]
** [[Applying Coupons at Checkout]]

* [[:Category:Event Communication Options|Event Communication Options]]
** [[Send Text Messages (SMS)]]
*** [[Customer Accounts Without SMS Phone Numbers]]
** [[Send Emails]]
** [[Communication Logs]]

* [[:Category:Race Control & Safety|Race Control & Safety]]
** [[Finding a Driver or Racer]]
** [[Keeping Event Logs]]
** [[Viewing Tech Cards]]
** [[Viewing Driver Emergency Info]]
** [[Timing and Scoring Entry]]
** [[Exporting Data]]
** [[Participant Status]]

* [[:Category:Customer Data|Customer Data]]
** [[Your Customer Database]]
*** [[Editing Addresses, Garages, Etc For Your Customer]]

* [[:Category:Customer Support|Customer Support]]
** [[Viewing Past Orders]]
** [[Viewing Current Carts]]
** [[Transferring or Cancelling an Order]]
** [[Issuing Full or Partial Refunds]]

* [[:Category:Marketing|Marketing]]
** [[Newsletters]]
*** [[Newsletter Subscriber Lists]]
*** [[Create a Newsletter Issue]]
**** [[Send Test Newsletter Issue]]
**** [[Send Newsletter Issue]]
** [[Creating Promotions & Coupons]]

* [[:Category:Reports|Reports]]
** [[Event Analytics]]
** [[Fee Report]]
** [[Loyalty Points]]
** [[Product Sales]]
** [[Revenue Over Time]]
** [[Revenue Per Event]]
** [[Sales by Location]]
** [[Tickets Sold By Event]]
** [[User Info By Event]]
** [[Who Bought What]]


=== [[:Category:Setting Yourself Apart|Setting Yourself Apart]] ===
'''These are the products offered in Trackside that really help you stand out in our industry'''


* [[Offering Gift Cards & Credits]]
* [[Starting your Loyalty Program]]
** [[Manually Assigning Loyalty Points]]
* [[Event Schedules]]
* [[Setting Up a Learning Program]]


===[[:Category:Glossary|Glossary]]===

Category:Setting Up an Event in Trackside

2022-07-25T01:41:12Z

Justin: Redirected page to Category:Setting Up an Event

#REDIRECT [[Category:Setting Up an Event]]

Viewing Unlisted Events

2022-07-25T01:38:09Z

Justin: Redirected page to View Unpublished Events

#REDIRECT [[View Unpublished Events]]

Adding a Driver Class to an Event After Wizard Completion

2022-07-25T01:34:42Z

Justin: Redirected page to Add a Driver Classification to an Existing Event

#REDIRECT [[Add a Driver Classification to an Existing Event]]

Product Page

2022-07-25T01:31:12Z

Justin:

This page houses every product for sale through your Trackside ecosystem. This includes [[Participant Registration Product]]s, General Admission Products, Merchandise, Concessions, anything that can be bought online or on site, past and present.


[[File:ProductPage.jpg|frameless|center|675px|Product Page]]

[[Category:Glossary]]

Participant Registration Product Page

2022-07-25T01:30:35Z

Justin:

This is what your participants or racers will see when signing up to participate in one of your events. Your form may vary from what's displayed here. If you need to change yours, see [[Edit the Participant Registration Product Form]].


[[File:ParticipantRegistrationProductPage.jpg|frameless|center|675px|Participant Registration Product Page]]

[[Category:Glossary]]