Credit Card Reader Overview
ClickBid's credit card readers allow guests to quickly add their credit card information tied to their bidder account. This smaller device plugs into a USB port of your laptop, PC or any other compatible device. Our secure card readers are designed to help assist with check-in/registration and check-out for nonprofit auctions.
How to Order / Use Credit Card Reader
NOTE: ClickBid's credit card readers only upload the information to a bidder account and do not process payment immediately after swiping.
- Open your ClickBid admin page and log in to your account
- Go to Software Settings > Auction Settings > Payment, you can order your readers here. Remember they are only compatible with Laptops or on devices with USB compatibility.
- Confirm the order by entering a Payment Method and submitting
- From your menu tabs, choose Event Central > Butler
- Search for a bidder within the Bidder Lookup area or choose "Add New Bidder"
- With your Credit Card Reader plugged in to your device and the "Tap to Add a Credit Card" field opened, simply swipe a credit card. You may have to enter your cursor within the Credit Card Information fields.
- Confirm that the data was automatically entered into the boxes
- Add a billing postal code and press "Complete"
9. You have successfully added a credit card to a bidder's account.
Repeat steps 5-8 during your event check-in. When you're ready to check guests out, you can use Butler to find their invoice and swiper a card there as well. Our readers are compatible with Windows OS and Mac OS, or many other USB-capable operating systems.
Pro Tip: Test early! Add your own credit card to your bidder account a day or two early so you're comfortable with the process. If you have questions, you can submit a support request under Training / Support > Request Support.
Features
- Guests swipe credit cards at registration, information is securely stored in the ClickBid system.
- Credit card data is linked to the guest's bidder account for easy tracking.
- ClickBid reporting will show the last 4 digits of the card information. Full card information is securely stored and not viewable to anyone.
- At the end of the event, guests verify successful bids and pick up their purchases, charging the uploaded card information.
- Once the uploaded card has been charged, an emailed statement is sent to the guest.
- The card reader is used in conjunction with ClickBid's Event Fundraising Software.