Description: A Check/Tab can be opened in three ways: by Credit Card, Name, or Seat Number.
How to open a Check/Tab by Credit Card
A Check/Tab can be opened with a credit card at the event's start and does not require the card to be retained to complete the transaction at the end of the event.
- Log into Activate and place the desired items in the cart.
- Select the Check tender option below the cart.
- A new screen will appear with options to open a new Check by Credit Card, Name, or Seat Number.
- To open by Credit Card, select the option and swipe or manually enter the card information.
- Once you see the Confirmation Screen, the tab has been created.
How to open a Check/Tab by Name
A check/tab by Name is used when you want to start a tab without needing a card to hold the transaction (Ex, restaurants, suites, comped tabs, etc.).
- Log into Activate and place the desired items in the cart.
- Select the Check tender option below the cart.
- Select the Open with Name button and enter a description of the guest or their name to recall the transaction later.
- Select Ok. The Confirmation screen confirms that the tab has been created.
How to open a Check/Tab by Seat
This is used to connect a location to a transaction and start a tab without needing a card to hold the transaction.
- Log into Activate and place the desired items in the cart.
- Select the Check tender option below the cart.
- Select Tab by Seat and scroll to the guest's seating location to recall the transaction later.
- Confirm the seat and once you see the Confirmation screen, the tab has been created.
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