Boost recurring donations this giving season with the upsell prompt!A bidder needs a card on file before they can take part in an auction. Your team can save one at the registration desk in whichever way suits the moment — on a card reader, by sending the bidder a link to enter it on their own phone, or by typing it on the staff device.
To save a card for a bidder:
- Tap Auctions in the app.
- Tap the auction you are working.
- Tap Manage Bidders.
- Find the bidder and open their record.
- Under Saved cards, tap Save Payment Method.
- Choose one of the three options.
| Option | What happens |
|---|---|
| Use Terminal Reader | The bidder taps or inserts their card on a Stripe Terminal reader. |
| Use QR Code | The bidder scans a code and enters their card on their own phone. |
| Enter card on this device | Your staff member types the bidder's card details on the staff device. |
The app confirms Card saved when the card is on file. Nothing is charged at this point — the card is stored for use during the auction.
Important: A bidder with no card on file cannot participate. The app says so on their record: Add a payment method to participate in the auction. Save a card at registration rather than chasing it once bidding has started.
Setting the auction default
A bidder may have more than one card on file from previous events. The card marked Auction Default is the one this auction will use.
- Open the bidder's record.
- Under Saved cards, find the card you want to use.
- Tap Set Auction Default.
The card is marked as the default for this auction. Cards saved on a reader are labelled so your team can tell them apart from ones the bidder entered themselves.
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