--- title: How to Manage an Attendee's Cart from the Check-In Tool description: 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. --- [Skip to content](https://help.trellis.org/how-to-manage-an-attendees-cart-from-the-check-in-tool#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en) 3. [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) # 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 an account on Trellis, 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! ![](https://help.trellis.org/hs-fs/hubfs/image-png-Nov-15-2024-04-23-49-3449-PM.png?width=670&height=587&name=image-png-Nov-15-2024-04-23-49-3449-PM.png) **Please Note:** If the attendee does not have an account on Trellis, 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 View an Attendee's Cart** - In the Check-In Tool, **search** for the attendee by their name or paddle number. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-30-21%E2%80%AFAM-png.png?width=670&height=436&name=Screenshot%202024-11-15%20at%208-30-21%E2%80%AFAM-png.png) - When you find the attendee, click on the **Cart icon** to view and manage their cart. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-31-53%E2%80%AFAM-png.png?width=670&height=426&name=Screenshot%202024-11-15%20at%208-31-53%E2%80%AFAM-png.png)   ### **How to Add to the Cart** - From the cart, click **Add Purchasables**. - In the dialog, select the type of purchasable you would like to add. - Event Tickets - Items for Sale - Raffle Tickets (Canadian Raffles Only) - Donation Options - Custom Donations - Custom Item for Sale - Live Auction Item (View [How to Process Payments for Your Live Auction](https://help.trellis.org/how-to-run-a-hybrid-live-auction-using-trellis?hsLang=en)) - You can add both visible and hidden purchasables. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-34-25%E2%80%AFAM-png.png?width=670&height=487&name=Screenshot%202024-11-15%20at%208-34-25%E2%80%AFAM-png.png) - Add the details for the item depending on the purchasable type. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-34-50%E2%80%AFAM-png.png?width=670&height=420&name=Screenshot%202024-11-15%20at%208-34-50%E2%80%AFAM-png.png)   ### **How to Process the Cart with a Saved Payment Method** - Verify that the attendee’s cart is accurate before proceeding to payment. ![](https://help.trellis.org/hs-fs/hubfs/image-png-Nov-15-2024-04-40-05-3408-PM.png?width=670&height=486&name=image-png-Nov-15-2024-04-40-05-3408-PM.png) - 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. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-46-18%E2%80%AFAM-png.png?width=670&height=246&name=Screenshot%202024-11-15%20at%208-46-18%E2%80%AFAM-png.png) - 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**. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-48-44%E2%80%AFAM-png.png?width=670&height=240&name=Screenshot%202024-11-15%20at%208-48-44%E2%80%AFAM-png.png) ### **How to Process the Cart with a New Credit Card** - If an attendee is not linked to an account, you must enter a new credit card to process the payment. These attendees will be marked as **Unlinked** or **Unverified**. - **Please Note:** For security purposes, you cannot save credit cards to attendees that are not linked to an account. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-55-58%E2%80%AFAM-png.png?width=670&height=271&name=Screenshot%202024-11-15%20at%208-55-58%E2%80%AFAM-png.png) - 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. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%208-50-03%E2%80%AFAM-png-1.png?width=670&height=356&name=Screenshot%202024-11-15%20at%208-50-03%E2%80%AFAM-png-1.png) - 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**. ### **How to Mark Something 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. ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-11-15%20at%209-08-30%E2%80%AFAM-png.png?width=670&height=287&name=Screenshot%202024-11-15%20at%209-08-30%E2%80%AFAM-png.png) - 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. ### **How to Send a Payment Link** - If you do not have an attendee's credit card, you can send them a reminder to pay with a Payment Link. - The payment link emails and texts the attendee with a message reminding them to pay, and a unique one-time login link to sign into their account so they can manage their cart. **The text message attendees receive:** - *"Hi \[First Name\], this is a reminder from \[Organization Name\] to complete your purchase for \[Fundraiser Headline\]. You can finish your purchase securely here: \[One-Time Login Link\]"* *![Screenshot 2026-04-29 at 2.56.51 PM](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-04-29%20at%202.56.51%20PM.png?width=293&height=312&name=Screenshot%202026-04-29%20at%202.56.51%20PM.png)* **The email attendees receive:** - - *"Hi \[First Name\],*  *Thank you for participating in \[Fundraiser Headline\] in support of \[Organization Name\]!* *This is a reminder that there are items in your cart that need payment. Click the button below to review and complete your purchase.*  *To keep your account sure, the link can only be used once and expires after 6 hour. If needed, click the expired link to send yourself a new one.* *If you have any questions please contact \[fundraiser contact email\]."* *![Screenshot 2026-04-29 at 2.58.49 PM](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-04-29%20at%202.58.49%20PM.png?width=417&height=211&name=Screenshot%202026-04-29%20at%202.58.49%20PM.png)*   **Please Note:** The payment link text cannot be customized further. ### **How to Process All Carts** - Select **Process All Carts** from the left-hand menu to **charge all attendees** with unpaid items **using their saved credit cards**. Any remaining unpaid items indicate a declined card or no card on file. ![Screenshot 2026-04-29 at 3.03.50 PM](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-04-29%20at%203.03.50%20PM.png?width=345&height=253&name=Screenshot%202026-04-29%20at%203.03.50%20PM.png) ### **FAQ: Can a Donor Delete an Item That Was Added to Their Cart by the Organization?** Yes! Donors can remove any items that were added to their cart by the organization. When the donor goes to **checkout**, they’ll see all the items in their cart and will have the option to **remove anything they don’t wish to purchase** before completing their payment. ---   For more information, refer to our full guide on [How to Check-In and Manage Attendees using the Check-In Tool](https://help.trellis.org/how-to-manage-and-check-in-an-attendee-using-the-check-in-tool?hsLang=en) additional event-day tips and instructions. - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - 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