Soapbox Engage Onsite app

Getting started with Soapbox Engage Onsite

• What Soapbox Engage Onsite is and what your team can do with it
• What you need before using Soapbox Engage Onsite
• Opening Soapbox Engage Onsite and installing it on a device
• Signing in to Soapbox Engage Onsite
• Signing in with a passkey
• Using the Home screen

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Setting up Soapbox Engage Onsite

• Giving your team access to Soapbox Engage Onsite
• Which app tabs your team sees in Soapbox Engage Onsite
• Choosing the donation form Soapbox Engage Onsite uses
• Preparing your Shop for in-person selling
• Setting up Stripe Terminal readers for Soapbox Engage Onsite

Checking in event guests

• Checking in a guest by searching for their name
• Checking in a guest by scanning their ticket
• Reversing a check-in
• Viewing and updating a guest's details at the door
• Saving a guest's card at check-in
• Sending a guest their auction bidder link

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Taking donations

• Taking a donation on a staff device
• Assigning a designation to a donation
• Letting the donor cover processing fees
• Recording donor details with a donation
• Setting up a recurring donation from a staff device
• Where donations collected in Soapbox Engage Onsite appear

Selling products in person

• Selling products at an in-person point of sale
• Finding a product quickly during a sale
• Adding a donation to an in-person order
• How sales tax and shipping apply to in-person orders
• Where in-person orders and receipts appear

Running an auction on the floor

• Registering and managing bidders from the floor
• Saving a bidder's card and setting their auction default
• Capturing paddle raise commitments in Spotter Mode
• Viewing auctions and auction statistics

Collecting payments

• Choosing how to collect a payment
• Collecting a payment with a Terminal reader
• Entering card details on the staff device
• Collecting a payment with a QR code

Troubleshooting Soapbox Engage Onsite

• Why can't I sign in to Soapbox Engage Onsite?
• Why was I sent back to the sign-in screen?
• Why does Soapbox Engage Onsite say an app isn't available?
• Why won't the camera open when I try to scan?
• Why isn't my Terminal reader in the list?
• The payment went through but the sale didn't save

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