You will give your event a title; this can be the title of your one-off event or the name of your venue. We recommend adding the date or year to the title to make it easier to locate later. For venues, we recommend a year-long event named Venue Name YYYY.

The time zone should match the location in which the event or venue is located.

These are the dates on which the event or venue is operating. For ease of licensing and prepping devices, we recommend the start date be a few days before the actual event dates.

For venues, we recommend creating and operating within a year-long event.

An event group allows you to organize events that specific user groups can access within your organizer. This is typically used when partnering with another organization, but wanting to restrict what they can see within the system.

This is the account that will be primarily used for deposits from the operation. This will generally be the associated account created during your onboarding. You'll select it from the dropdown menu.

This is what will appear in your guests' bank accounts when they make purchases. It is very important that this is specific to the event or venue you are operating, so guests don't see unknown charges.

You will select how you'd like to manage the menus for your event. There are two options: Local and Centralized.

Local management: each revenue center has its own independent menu.
​Centralized management: menus are created in the catalog and can be shared across multiple revenue centers.

We recommend the use of the centralized

This allows you to select banners you've uploaded via the Marketing tab that will appear in guests' receipts.

Prep stations can be created within the catalog and serve as preparation stations where orders from Revenue Centers are sent according to certain rules (Printer rules).

Allows you to specify an amount of time in which a card is blocked after it has had a failed payment. This will automatically be filled in at 24 hours and can be adjusted at your convenience.

Sets the standard tax rate across the event; this setting will trickle down to your Revenue Centers and items, but can be adjusted at each level as needed. This should be your local tax rate.

You will set the accepted payment methods at your event or venue. Whatever you set here will be automatically applied to new revenue centers when they are created, but can also be adjusted at each revenue center as needed.

Enables cash acceptance across the event. In this section, there are two additional settings:

Tax application for cash payments: you can decide whether tax is included in the price you program for items, or if you'd like taxes to be an additional line item applied on top of the programmed pricing.
​NOTE: If you select to add on top, you will need to provide coin change to guests.

Enter Cash Tender Amount: allows staff to enter in the total tender received and be told the amount of change to give back to the guest.

Enables wristband payments across the event. In this section, there are two additional settings:
​Offline Payment Threshold: Set the maximum amount per transaction for accepting wristband payments when the POS is offline. Enables uninterrupted sales even during connectivity issues, but introduces the risk of payment failures.
Set to 0 to disable offline wristband payments.

We recommend assessing the total transaction value and setting that + tax + tip as your offline amount.

Force Offline Threshold: Set the maximum order amount for instantly approving wristband payments without waiting for server confirmation.
Improves checkout speed for low-value orders processed in the background, but introduces a risk of payment failures.
Set to 0 to disable.

Custom Payment Methods: If you've created custom payment methods, such as Drink Ticket, prepayment, or Food Vouchers, you can select them here.

Enable Split Payments for Simple/Quick Orders: Allows staff to split simple transactions multiple ways and between multiple payment methods.

Here you can enable or disable settings such as tips, tabs, and open items for your event. If you have settings that will be widely used, it is wise to enable them at the event level before creating your revenue centers. If you have settings that are specific to Revenue Centers, e.g., tabs for table service, it's best to enable them at the Revenue Center Level.

Service charges not applied for cash payments: If enabled, service charges are skipped for orders fully paid in cash.

Enabling this setting will populate the tip presets during checkout. When this is enabled, two additional settings will appear:

Threshold for currency tip: Controls which type of tip presets are shown on the tip screen. If the order is below this amount, only fixed amount presets are shown (e.g., $1, $2, $3).
If it's above, only percentage presets are shown.

Tip Screen Message: Optional message displayed to customers on the tip selection screen.

When enabled, it allows staff to create a tab during checkout.

When enabled allows staff to create one-off items on their POS. This can be useful for craft vendors, meeting table minimums, and other applications.

Enables staff to clock in and take the preset breaks you've created. You can read more about Billfold's time tracking feature here.

Show Bartender app tutorial on first login. When enabled, this will display a video tutorial for staff to watch before using the system. If using Billfold at an event with many new staff, we recommend enabling this. If utilizing Billfold in an environment with repeat staff, we recommend disabling this.

This section is specifically for organizers implementing wristband payments. If you are not utilizing wristbands, you can skip this and go straight to "Create".

Allows you to customize how PIN codes are implemented at your event or venue. There are three options to choose from:
​Optional: This is automatically selected and allows guests to choose at the point of registration whether they'd like to use a PIN to protect their wristband and use it for every purchase.

Mandatory: When enabled, it forces every guest to create and use a PIN code for every purchase.

Turned Off: When enabled, disables the option for guests to choose or use a PIN code.

Enables a survey for guests to complete via the activation kiosks or online during wallet registration. Read more on how to create a survey here.

Allows guests to opt in to have each transaction rounded up to donate to a charity of their choice. Read more on how to create a charity for a round-up here.

When enabled enforces guests to input their information when topping up their wristband with cash. This captures data such as name, email, phone number and address.

Display Additional Data Fields allows guests to enter in optional information such as CVV, email, and phone number.

Mandatory Data Collection requires each guest to enter their email address during registration.

Show Wristband Balance allows guests to check their wristband balance, verify whether they've linked a bank card, and check the status of a linked bank card at any on-site activation kiosk.

Wristband Registration via QR Code allows you to have guests pre-register their bank card and personal information ahead of the event and receive a QR code. They will then use that QR code onsite to connect their information to the wristband they pickup onsite.