Attach a student or guest to a FlexiPOS order
Scan or look up a student card, or collect a guest's email for their receipt
Identify the customer when you need to. You can attach a student to see their card balance, or take a guest's email address for their receipt. The order can also be linked to a parent account.
Before you start
- The Scan Student Card button appears in the cart when Student Card Scanner in Cart is switched on in Settings › Student Card. It is on unless someone has turned it off. The Student Card payment button is always available.
- Scanning needs either a barcode scanner connected to the tablet or the tablet's camera. Looking up by ID or name needs neither.
- Guest email prompts follow the Email receipt preference under Settings › Shop Settings. See configure POS payment and receipt settings.
Attach a student
- Tap Scan Student Card above the Total in the cart.
- Choose how to find the student, using the buttons on the left.
- Scanner: scan the card with the connected scanner. The window says Scanner active.
- Camera: hold the card's barcode up to the tablet camera.
- Search: use the ID Number tab (enter the number and press Enter on the keyboard) or the Name tab (type part of the name and tap the right student). Each name result shows the year and class, such as Year 4, Class 4T, so students with the same name can be told apart.
- Check Student details: ID number, card number, daily spend limit and balance.
- Tap Confirm.
The cart now shows the student's name, year and class, and wallet balance. Tap the student to view their details again. Tap ×, or Remove student in the details window, to detach them. There is no confirmation.
If no card matches, you see Student not found. Tap Try again to scan again, or Search instead.
What attaching a student does
- It shows the balance at the counter before you take payment.
- When you tap Student Card to pay, FlexiPOS uses the attached student without asking you to scan again. The balance is checked again when you charge.
- It skips the guest email prompt, because the student's parent is already known.
- Only a Student Card payment is recorded against the student. If the customer pays by cash or EFTPOS, attaching the student doesn't change who the order is recorded against.
Take a guest's email address
If no student is attached, FlexiPOS can ask for an email address after you tap a payment method, depending on the Email receipt preference:
| Setting | What happens |
|---|---|
| Always | Email receipt required opens. You can't continue without an address. |
| Prompt | Email receipt opens. Tap Skip to carry on without one. |
| Never | No email screen. |
- Type the Email address (required). Tap @gmail.com, @outlook.com or @hotmail.com to finish a common address quickly.
- Optionally enter First name and Last name.
- Tap Continue.
An order with a preorder item always asks for an email, even if the setting is Never. Student Card payments never ask.
Note: The email preference is saved on each tablet, not for the whole shop. If it was never set, a tablet behaves as Always.
Link an order to a parent
When you enter an email address and it belongs to an active Flexischools parent account, the order is linked to that parent. They can then see it in their order history in the app, like any other Shop order.
- If the email doesn't match a parent, or belongs to someone who isn't a parent, the order still goes through. The email and names are saved on the order and nothing is linked.
- The look-up never holds up an order, and capitals in the address don't matter.
You can find a guest order later by typing the email into the search box on the All tab of Orders. See search and view order details.