Video Tutorials

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Create a Tab from the Table and Preauthorize a Card for the Table/Tab

Learn to start a table, create a tab for the table and preauthorize ...

Learn to start a table, create a tab for the table and preauthorize the tab to place a card on file using CuetPOS billiards point of sale software. For ...more training and video tutorials, please visit http://www.DefinitiveSynergy.com

https://billiardspos.com/ - Billiards POS
https://poolroombusinessplan.com/ - Pool Room business plan

Transcript:
Today’s tutorial will go over how to start a table, its tab, pre-auth a tab, as well as adding items to that tab.

Click on a table, I’m clicking on table 1 and adding 2 players. The tab screen will appear.

Click on the far left column and then the sales button. The credit card tab review screen will appear.

We already have the pre-auth amount programmed to $25. Simply hit the collect button and chip read your customer’s card. The Pre-Auth checks to make sure the card is valid and $25 can be collected from it.

Pre-Auth can also be set at higher amounts or incremental increases, and we’ll get into that later.

Return back to the tab screen with the button in the upper right hand corner.

You’ll see now that the table has a tab of 0 on the chart.

One way to add items is to press and hold the sales button on the side to reach the tab review screen again and the sales button at the top to bring up a sales menu.

We’ll add some glasses of wine and give the customer a tab of $35.50. Add to tab to be sent back to tab review. Because of the added items, pre-auth for the customer is now $50 instead of $25.

We’ll return back to the facilities screen and hit the sales button there.

The table we started a tab for will be displayed here on the tab screen in a grid. Table 1’s gird button can be clicked anywhere except the 3 corners, which perform other functions.

Clicking anywhere on the tab box for table 1 takes you back to the sale menu and we can add more drinks with add to tab.

If we want to view the information of table 1, click the green I on the top right corner of the grid button.

We can also view the same information by clicking on the table in the facilities screen.

Click on the far left part of the column and click and hold the sales button again to reach the tab review screen to view the same information.

We can see that this is a pool table as the rental cost is now $3, tab total is 80.25, and the pre-auth has increased to $100 as it’s $8.25 over the $75 threshold.

Now to close this table out, we’re going to return back one screen and hit the close table button at the top left of the screen.

At the collection screen, hit the collect button at the bottom right. Two boxes will appear. A white box for a new card and a green box that has the card we pre-auth’d on file.

Hitting the white box, you can use the same card for this tab. And hitting the green box will process the card on file and prompt the user for a tip, but that is it as the signature was taken during Pre-Auth.

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Video Tutorials

Video Tutorials

For more video tutorials about dozens of CuetPOS features, visit the CuetPOS Youtube Channel.

Order Management System (OMS) tutorial video - CuetPOS

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