Check-in Tool
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      1. Help & Learning
      2. Using Different Fundraising Drivers
      3. Check-in Tool

      How to Manage an Attendee's Cart from the Check-In Tool

      The Check-In Tool shows all of your event attendees, and this guide walks you through how you can add to their carts or process payments on their behalf.

      If an attendee is linked to a donor's account, then both you and the attendee can manage the cart. This is a convenient way for the donor to participate and for you or your volunteers to assist with purchases throughout the fundraising event!

      Please Note:

      If the attendee does not have a donor account, you can still manage a local cart for that attendee via the Check-In Tool, but the donor will not have access and you cannot save a payment method to that attendee.

      How to Manage an Attendee's Cart

      1. Go to the Attendee's Cart 

      • In the Check-In Tool, search for the attendee by their name or paddle number.

      • When you find the attendee, click on the Cart icon to view and manage their cart.

       

      2. Adding Purchasables to the Cart

      • From the cart, click Add Purchasables.
      • In the dialog, select the type of purchasable you would like to add.
      • You can add both visible and hidden purchasables.

      • Add the details for the item depending on the purchasable type.

       

      3. Processing the Cart with a Saved Payment Method

      • Verify that the attendee’s cart is accurate before proceeding to payment.

      • Select whether the donor is covering the fees. 
        • Note: this automatically is checked or unchecked depending on your fundraiser fee settings and the purchasables in the attendee's cart.
      • Confirm which saved credit card the donor would like to use for the purchase. You can also add a new credit card from here.

      • Click Complete Purchase to charge the default card on the attendee's donor account.
      • Once confirmed, a receipt will be generated and automatically emailed, and the attendee’s cart will clear.
      • You will then see the purchase below under Purchase History.


       

      4. Processing a Payment with a New Credit Card

      • If an attendee is not linked to a donor account, you must enter a new credit card to process the payment. These attendees will be marked as Verify or Reassign.
        • Please Note: For security purposes, you cannot save credit cards to attendees that are not linked to a donor account.

      • Enter in the credit card details under the cart. 

      Pro Tip: Do not navigate away from this page once credit card information is entered, or it will be lost.

      • Click Complete Purchase to process the payment using the new credit card.
      • Once confirmed, a receipt will be generated and automatically emailed, and the attendee’s cart will clear.
      • You will then see the purchase below under Purchase History.

       

      5. Marking a Purchasable as Paid

      • If the donor is not going to pay by credit card, you can mark individual purchasables as paid by an offline method.
      • Click the 3-Dots Icon next to the purchasable.

      • Select an offline payment method: Cash, Offline Card, Cheque, or Other
      • When a purchasable is marked as paid, it:
        • Removes it from the attendee's cart
        • Creates an offline transaction for that purchasable, which is viewable in your exports
        • Adds the amount to your fundraiser thermometer
        • Generates a purchase receipt and automatically sends it to the attendee.

       

       

      For more information, refer to our full guide on How to Check-In and Manage Attendees using the Check-In Tool additional event-day tips and instructions.