Overview: What are we talking about?
Once you have finished all the items on your Setup Dashboard it is important to test the functionality of your Gingr app. We want to ensure that everything is working and calculating properly prior to tracking real-time reservations and transactions. You can find our Onboarding Testing Checklist here.
If you have completed the Testing Checklist you can move forward!
2. Have you trained your staff?
- Review training videos
- Get comfortable with completing all actions relevant to your business.
This is, of course, necessary for helping your staff get used to using the system. This includes things like checking in/out, refunding reservations, taking payment, editing reservations...etc. This will also serve as a secondary backup to find any system errors or confusion with the functionality of your app. If you feel like your staff is comfortable using the system, then you're good to go here as well!
3. Credit Card Processing
If you have not started this process already please do so as soon as possible! While Merchant ID's are typically issued within 24 hours of completing your application, the terminal will take approximately 7-10 days to arrive.
Once you have received your Merchant ID and terminal from CardConnect you will need to complete a small amount of configuration in Gingr and power up your terminal. If you did not do so during the testing checklist portion we recommend you run a transaction for $.01 to ensure everything is ready to go!
Data imports are only done once steps 1, 2 and 3 are completed. Before getting started, we ask that you please review and sign the data import agreement. The agreement outlines expectations you should have before starting the process.