This article will show you all the steps required to get MemberClicks Mobile set up and running in no time!
- Logging in
- Configuring Payment Settings
- Creating Store Items
- Creating Invoices
- Marking Registrants as Attended
Before you begin
To get started, you will want to have the app downloaded onto your device and have your swiper ordered (you can purchase a swiper by contacting email@example.com). Note: You must allow the app to accept microphone and storage permissions for the app to work properly.
To log into the app, type in your Org ID, then enter the same username and password you use to log into Oasis as an Admin/ASA (NOTE: if you're not sure what your Oasis org ID is, when you login to the Admin side of Oasis in a browser, it's the letters before the first period in the URL you see there).
Enter your information to log into the app, shown below:
Note: Only Admins/ASAs are able to log into the app at this time.
Configuring Payment Settings
After logging in, the landing screen will show you a list of your upcoming events. Before jumping in there, however, the first thing you will want to do is navigate to the "Store" area to configure your payment settings (NOTE: you will not be able to process any payments until these settings are configured)
Once on the store screen, click the "Payment Settings" icon in the top right to edit these settings:
To configure the payment settings, you'll select the payment processor and invoice template that will be used by all payments through the app (the options listed here will pull from your options within Oasis).
Creating Store Items
Creating Store items is a great way to have a list of pre-made items ready to go if you know you will be selling that same item multiple times during the course of the event.
To create a store item, from the store area, click the "Edit Store" icon at the top right
From there, click the "Add new store item" icon, and begin creating your item (the Revenue Accounts available there will display any Revenue Accounts that already exist within Oasis. New Revenue Accounts cannot be added here.)
Once you've added items to your Store, they will appear on the main Store page and will be available to select as you create invoices in later steps
NOTE: Payment settings and store items will need to be set up within the app on each Admin's device separately - configuring these settings in the app on one device will not send this information to the app on other devices.
To create an Invoice, you'll select the relevant event from the Event home screen, then find the registrant you wish to Invoice (you can use the search box at the top to quickly find the registrant you're looking for) NOTE: you can only create invoices for registrants who have profiles within Oasis. You will not be able to create Invoices for any event attendees who do not have an Oasis profile (ex. Guests registered that were not created in Oasis as Prospects)
In addition to adding Store items to an Invoice, you can also add ad hoc items for any items that are not in your store.
Finally, once your invoice is ready, you can choose one of two options:
- Create an Open Invoice will create the Invoice on the member's profile in Oasis (but will not prompt you for payment at that time), or
- Create and pay Invoice now will create the Invoice on the member's profile in Oasis and prompt you for payment immediately
NOTE: The only way to take credit card payments through the app is the credit card swiper - manual card entry is not available in the app at this time.
Marking Registrants as Attended
From the Registrant List within any event, you can update a Registrant's status by clicking the "Actions" button and selecting "update registrant status".
NOTE: Updating a registrant's status within the app will also update their status in their Oasis profile and the Oasis Registrant List.