Testing the Self Check-Out process

For conducting a live test of the Self Check-out process (with your chosen settings and text).

1.  Sell a Test Ticket at Check-in:

1.  Sell a Test Ticket at Check-in:

Go to:  Auction Night > Check-in > Sell a Ticket:

  1. Select a comp ticket.  If you don't have a comp ticket available at check-in, you should add one now to provide a quick workaround for ticket mixups during check-in.
  2. Enter Test name.
  3. Enter your email.
  4. Vault a credit card.
  5. If you are assigning bid numbers at check-in - enter a garbage number.
  6. Continue.

2.  Sell an item to Test Guest:

2.  Sell an item to Test Guest:

Go to:  Auction Night > Sell an Item:

  1. Select a cash donation item (embedded on your site, type cash and select from choices)
  2. Enter Test Guest's bidder number or name.
  3. Enter $1
  4. Continue.

3.  Send Test Guest an Invitation to Check-out:

3.  Send Test Guest an Invitation to Check-out:

Go to Auction Night > Self Check-out:

1. Important!!  Uncheck box to deselect real guests with existing orders.

2.  Make sure ONLY Test Guest has box checked.

3.  Send Self Check-out Email.

4.  Open the email on a smartphone and follow instructions:

4.  Open the email on a smartphone and follow instructions:

Items to review:

1.  Email invitation:  

  • What name displays as the Sender?  Will it be obvious to your guests?  Keep in mind that not all guests will have their email messages configured to display the subject line. . .
  • Is the text concise and clear on the small screen?
  • click on the link provided to continue (if link does not appear, be sure your email template includes the merge tag [invite_code].

2.  (shown above) Link brings guest to their account page - which will show ALL orders (previous orders created during ticket purchase, online auction etc).  Orders that have a balance due will have a yellow Pay Now button.

3.  (shown above) If guest created their own account, with a password during online ticket purchase or online auction signup, this section will not appear.  Note that completing the Account Set-up is OPTIONAL to allow future access to account without the invitation link.   Guests can ignore this and proceed directly to Pay Now.

4.  Clicking on Pay Now displays order (cart) details and options for paying with the vaulted card (if any) or entering a new credit card for payment.

5.  Pay for the order.

6.  Return to your email inbox and review the receipt that was automatically emailed to review your Guest Receipt set-up.

7.  Once Test Guest's order has been paid:

  • S/he will not appear in the Auction Night > Check-out search screen because s/he no longer has an open order.
  • The order is marked as complete on the Order page.
  • S/he cannot be accidentally invited to self check-out again because Test Guest's now appears in the final group at Auction Night > Self Check-out:  The following guests have already completed their orders and will not receive an e-mail.  

To view orders paid by Self Check-out:

To view orders paid by Self Check-out: