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Plan Checkout Print Article


As you are planning event checkout, please consider the following recommendations. Make sure to adjust your Planner settings and train your volunteers before event day.



Encourage guests to pre-swipe: Gathering credit cards at registration eliminates the need for the majority of guests to wait in line to pay for items post-event. Only guests who wish to change payment method or pay by cash or check will visit the checkout area.

Customize checkout directions: In Planner (Setup > Giving Center > General Settings), you can edit the checkout directions that appear on mobile bidding devices. Specify if you want guests to go to a certain place for checkout and/or item pickup.

Promote express checkout mobile wallet: Guests who didn't pre-swipe credit cards at registration can still avoid checkout lines by entering their credit card information directly in their profile on their mobile bidding devices at auction end. Make an announcement or send a text message to let guests know this is an option.

Staff volunteers: 

  • You only need half the number of terminals you had at registration.
  • Staff 1 volunteer per checkout line/SmartPay laptop.

Choose a volunteer captain: Designate a responsible and trusted volunteer to serve as your captain to answer questions, such as what payment methods are accepted. Provide him/her with a cash box if you plan to accept cash and checks.

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