iPad Register for Recreation & Entertainment

If you have not set up your BackOffice yet, visit part 1: BackOffice Setup for Recreation & Entertainment.

From selling services to managing customers, this guide covers important register functions used to run a recreation and entertainment-based business.

Table of Contents

Daily Register Functions

Performing sales/returns and using discounts are all basic register features that you’ll use on a regular basis.

If you have any questions about running sales or returns, visit our iPad Register FAQ.

Sell Items, Services, and Deposits

Whether selling a product/service or collecting a deposit, the process at the register is the same. Follow along below to learn how to process a sale.

Watch our Run a Sale & Return video:

Run a Sale & Return
  1. Tap a button, search by name, or scan an item's barcode to add it to the sale.
    Click to Enlarge
  2. Choose a tender to complete the transaction.

    Tap ‘More…’ to reveal additional tender options.

Visit the complete Running Sales support article to learn other actions you can perform during a sale.

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Create a Deposit Liability

If you require refundable or non-refundable deposits, enable and use the Deposit liability tender option. The Deposit tender allows you to collect payments as liabilities and return them to your customers when they meet the required parameters of the deposit (i.e. returning a keg in good condition within 30 days).

  1. In BackOffice, choose 'Settings', then 'Tenders'.
  2. Under 'Redeemable', check the Deposit tender box to enable.
  3. Create a deposit item in the 'Items List'.

    Check the Liability box and select the Deposit tender option from the menu.

    Click to Enlarge
  4. Click 'Save'.
  5. (Optional) Create a button for the item on the Button Layout.
  6. On the iPad register, tap 'Get Updates' on the control panel to sync the changes.

Ring Up a Deposit

Now that you’ve enabled and created your deposit tender and liability item in BackOffice, ring up a deposit at the register. Deposits can be anything from keg deposits, bottle deposits, wedding cake deposits, or any other form of refundable/non-refundable down-payment or pre-payment.

  1. Ring up all items, including the liability item.
  2. (Optional) Enter in the price if the liability item is set to Priced In Store.
  3. Close the sale like normal.

Return a Deposit

A deposit is typically returned once a service is fulfilled. If a deposit counts as partial payment toward a service, then return the deposit and sell the service at full price when the balance is paid.

  1. Tap 'History / Returns' on the Control Panel.
  2. Search for the transaction or select it from the current shift history, then tap 'Begin Return'.

    You can search your complete transaction history by the receipt number (19 or 20 digits long), the last 4 digits of the card used, or the customer’s contact information (name, phone number, email).

    Click to Enlarge
  3. Tap the liability item (i.e. Keg Deposit) being returned.

    All items highlighted RED will be returned.

    Click to Enlarge
  4. Choose a tender for the return.

    The original payment method used will be highlighted in RED.

For more on returns, like how to do a manual return, check out the full Performing Returns article.

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Apply Discounts

Some businesses offer promotional pricing or discounts to entice new customers. Here’s how to apply a discount to a sale at the register.

Check out our Discounts at the Register video:

Discounts at the Register (Training Guide)
  1. Tap the discount button on the transaction or on a line item.
  2. Select a discount to apply.

Check out the full Discounts support article to learn how to manage discount settings.

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Add Customers

Add customers to the customer list to send email receipts, marketing emails, and track purchases. Add or tag a customer to a sale at any point during the transaction, anywhere you see ‘Select Customer’.

  1. Tap 'Select Customer' and press the + button to add a new customer.

    Or, select an existing customer from the list to tag to the sale.

  2. Enter at least a first/last name or email address and tap 'Done'.

For more on managing customers at the register, visit the complete Manage Customers article.

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Additional Features

Here are a few additional features handpicked for recreation/entertainment-based businesses.

Sell Gift Cards

After ordering and setting up gift cards, issue them to customers right at the register.

  1. Select the 'Gift Card' item.
  2. Enter an amount to add to the gift card and tap 'Done'.
  3. Choose a tender to complete the transaction.
  4. Swipe the gift card to activate it when prompted.

Wondering how to check a gift card’s balance? Visit the full Gift Cards article.

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Always Print/Email Receipts

Want receipts to print or email by default at the end of a sale? Switch on one of these options to make it automatic and save the cashier a step.

  1. Open ShopKeep iPad Settings.
  2. Toggle the switches under 'Receipts' to set your preference.

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Mask Customer Information

Masking customer information protects customer privacy by hiding part of their name or email address when the iPad customer list is open.

  1. Open ShopKeep iPad Settings.
  2. Tap the switch next to 'Mask customer name and email' to turn it on.

With this setting enabled, last names are hidden and email addresses are partially obscured.

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