Boost recurring donations this giving season with the upsell prompt!At a fundraising event, the moment a guest is standing at the desk is the easiest moment all evening to get a card on file. Soapbox Engage Onsite lets your team save one as part of checking them in — without charging anything.
The card is stored for later authorized use: bidding at an auction, settling a balance, or a gift the guest agrees to afterwards.
To save a card as you check a guest in:
- Check the guest in as normal, by scanning or from the list.
- On the Success! confirmation, tap Add Payment Method.
- Choose how to capture the card.
- Follow the prompts for that method.
The app confirms Card saved, and you are returned to check-in to take the next guest.
Three ways to capture the card
| Option | What the guest does |
|---|---|
| Terminal Reader | Taps or inserts their card on a Stripe Terminal reader |
| Manual Entry | Hands you the card to type on the staff device |
| QR Code | Scans a code and enters their card on their own phone |
Important: Nothing is charged. This saves the card for later use only. Say so to the guest — people hesitate at a card request when they have not been told what it is for.
Saving a card for a guest already checked in
You do not have to catch them at the moment of check-in.
- Open the attendee list.
- Find the guest.
- Tap the payment method button on their row.
A guest who already has a card on file shows as such, and the option becomes Update Payment Method.
Guests without a Soapbox account
A guest who has never had an account on your site does not need one. The app creates a record for them as part of saving the card.
It needs an email address to do that. If the guest has neither an account nor an email address on their registration, the app stops before asking for the card and shows Email needed to save a card, naming the guest. Tap Add email address, enter it, and save — the app returns straight to the card options so your team can carry on. Cancel closes the prompt without saving a card.
Ask for the email address while the guest is still at the desk. It is much harder to collect afterwards, and without it no card can be saved to their record.
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