This outlines the key information, articles, and troubleshooting steps for various areas of your event or venue. Select the section you need and review the training materials there.
Section | Description |
General topics that apply to all devices and areas. | |
Detailed instructions on how to use the Top-Up devices, Activations, FAQs and more. | |
For any vendors, bartenders, or general salespeople to review how to use the devices, FAQs, and troubleshooting. |
General
Quick Operational Guides - printable outlines on how to use the system and how to troubleshoot the basics.
POS Start Up Guide - this covers everything to get the device(s) up and running for your testing and fun.
Device Hardware - this covers each component and how they come together on the POS system. This is key to familiarizing yourself with the system
POS Troubleshooting Guide - this covers some common troubleshooting tips and tricks, a one-stop resource for some things you may encounter
Time & Attendance - this covers how to clock in and out of the POS, how to pull reports, and edit timecards.
How to License Devices - this covers how to pull licenses from the dashboard, remove a license from an app and how to apply a license to a device.
Printer Set Up - this covers how to enable, connect, and use a printer.
How to Set Up Cash Drawers - this covers how to set up cash drawers with the system.
Greeter/Top-Up Cashier
Billfold Wallet - Instructions for guests on how to set up their account and register their wristband. Templates to be used as an outline for communications, not to be shared with guests.
Wristband FAQ - Covers the common questions as it relates to wristbands, losing and using them, and everything in between.
Top-Ups - Covers how to use the top-up devices, refunding balances and top up via the dashboard.
Activation Kiosks (Videos Only):
How to Activate a Wristband Onsite (Can be shared with guests)
How to Activate via Pre-Registered QR Code (Can be shared with guests)
Salesperson
POS Start Up Guide - this covers everything to get the device(s) up and running for your testing and fun. This startup guide covers all the points below, but they have been hyperlinked for easy access to specific topics.
Changing Revenue Center - How to adjust the selling point associated with your device (e.g., device moves from Bar 1 to Bar 2, we want to make sure sales are allocated properly).
How to Use Quick Open Item *Note: This will appear as 'Open Item' in sales reports, in transactions and on the receipt. If you want to capture details, please view the detailed Open Item instructions.
Billfold S700 - the basics as it relates to the latest Billfold handheld device.
POS Troubleshooting Guide - this covers some common troubleshooting tips and tricks, a one-stop resource for some things you may encounter
How to Apply Discounts at the Cart and Item Level - in depth review of how to apply discounts at the item and cart level. Some discounts may require manager approval, others may be open to use.
General Videos:
Full POS Overview - Filmed in August 2025