FestivioHelp
Event day

Cash desk

How to set up cash desk stations, sell in person and take payment for preorders.

The cash desk is for selling items in person and for taking payment for preorders paid at the desk. It runs in the browser of a phone, tablet or computer.

Set up the stations

As the organizer you already have a cash desk station for each of your events. To let other people work the cash desk, create a session for each of them.

  1. Open the event and choose Cashiers in the side menu.
  2. Press New Cashier Session.
  3. Give the session a name, for example "Main Register".
  4. Optionally, enter the person's email in Invite by email (optional).
  5. If the session should not expire, tick Permanent (no automatic expiry). Otherwise it expires 12 hours after it is created.
  6. Under Allowed item types, choose from Tickets, Consumables and Food.
  7. Choose whether to tick Allow staff to show unavailable items.
  8. Press Create Session.
  9. In the Share this link dialog, let the cashier scan the QR, or press Copy Link and send the link.

The cashier needs a Festivio account and must be signed in. Each link works for one account only. If you entered an email, the link works only for the account with that email.

In the Cashiers list, each session is Pending until someone uses it, then it becomes Claimed. Edit changes the name, email, expiry and item types. Revoke removes the cashier's access immediately.

Open the cash desk

Cashier

  1. Open the link or scan the QR you received. The Operator Dashboard opens.
  2. Choose Open Cashier Dashboard. If you only have cashier sessions, the cash desk dashboard opens directly.
  3. Press Open Cash Desk on the session for the event.

Later, you find the cash desk in your account menu under Operator.

Organizer

  1. Open the event and choose Cashiers.
  2. Press Go to Cashier.
  3. Press Open Cash Desk on the session with your email.

Sell

  1. Tap items to add them to the Current Order. Use the minus and plus buttons to change quantities.
  2. Optionally, add a note to an item.
  3. Optionally, enter the Customer Email. Festivio shows Known customer or New customer. If the name is not known, you can enter First name and Last name.
  4. For a discount, enter the final price in Manual Total (Discount). It must be lower than the original total.
  5. If the event uses PR lists, choose the PR List.
  6. If the event issues receipts, tick Send receipt to customer. This needs the customer's email.
  7. Choose how the customer pays:
    • Pay Cash.
    • Pay POS: you charge the customer on your own POS terminal and record the payment in Festivio.
    • Send Payment Link: the customer receives a Stripe payment link by email. This needs the customer's email.
  8. In the Confirm payment and finalize order? dialog, check the total.
  9. If the customer pays partly in cash and partly by POS, tick Split payment and enter both amounts. They must add up to the total.
  10. Press Confirm payment.

A sale cannot be undone from the cash desk.

After a sale, Order Created! appears with a summary. For cash and POS sales, the Entry ticket QR also appears, to be scanned at the gate.

If the customer left no email, that QR is the only copy of the ticket. Ask the customer to photograph it before you press New Order.

Press New Order for the next sale, or Repeat to start again with the same items and email.

Unavailable items

The cash desk shows only the items that can be sold right now. If the session allows it, All items also shows unavailable ones, with a warning. If you add them to the order, a staff override warning appears before you confirm and the items are sold anyway. Hide unavailable returns to the normal view.

Take payment for a preorder

When Enable Pay at Cash Desk is on for the event, customers can choose Pay at Cash Desk at checkout. They receive a QR to show at the cash desk.

  1. Press Scan Preorder at the top. On small screens the button shows only the QR icon.
  2. Load the preorder in one of these ways:
    • point the camera at the QR;
    • scan it with a USB reader;
    • enter the code under Code and press Load;
    • search for the customer's email under Email and pick the order from the list.
  3. Check the Preorder Details. Optionally, add more items.
  4. Press Confirm Cash Payment or Confirm POS Payment. You can also press Send Payment Link.
  5. In the confirmation dialog, press Confirm payment.

After confirmation, the customer's wallet is updated with the QR codes.

If some preorder items are no longer available, remove them. You can also turn on All items and confirm with staff override.

Read codes with a USB reader

The cash desk reads USB QR code readers that work like a keyboard. Plug the reader into the cash desk device.

The reader status appears at the top:

  • USB scanner ready: the next scan is read by the cash desk.
  • Scanner paused while typing: a text field is selected and the reader types into it. Tap outside the field to turn the reader back on.

On the sale screen, the reader accepts two kinds of customer code:

  • the QR the customer opens from their account menu with Show my code;
  • the customer's wallet pass, for example in Apple Wallet or Google Wallet.

The cash desk fills in the Customer Email and shows Customer set with the email. If the customer's account has a first and last name, the cash desk fills them into empty fields.

If you scan a preorder QR on the sale screen, the cash desk loads the preorder. If a sale is already in progress, finish or clear it first.

Without a USB reader, tap the QR icon next to Customer Email and point the camera at the code.

MessageMeaning
This code is not a customer email or a wallet pass.The code is not a customer code.
This pass isn't from one of your events.The pass belongs to another organization, or it is not valid.
This is a preorder code. Finish or clear the current sale, then scan it again.You scanned a preorder during a sale.

Recent orders

Recent Orders lists the latest orders for the event. You can search by email, order ID or item and filter by Status and Payment. For payment link orders you can use Resend payment link and Cancel payment link.

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