Importing Guests for COMP Card/Badge Pay Functionality

This guide explains how to add employees to the system so they can use the COMP Card or Badge Pay payment options.

Prerequisites

Before you begin, make sure you have:

• Access to the system dashboard
• Employee information, including:
  • First Name
  • Last Name
  • Email Address
  • Employee ID/PIN Number

Note: The Employee ID number entered during setup will be the PIN employees use when making purchases.

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Step 1: Navigate to the Guest Management Area

1. Log in to the dashboard.
2. Select Operations.
3. Click Guests.

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Step 2: Download the Import Template

1. Click the Import button.
2. Select Download Sample Format.

The sample file provides the required format for importing employee information.

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Step 3: Enter Employee Information

1. Open the downloaded file.
2. Enable editing if prompted.
3. Remove the sample data.
4. Enter each employee's information:
   • First Name
   • Last Name
   • Email Address
   • Employee ID Number (PIN)
5. Save the completed file.

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Step 4: Upload the Employee File

1. Return to the Guests page.
2. Click Import.
3. Choose the file you saved.
4. Click Submit.

The employee records will be uploaded to the system.

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Step 5: Verify Employee Records

After the upload is complete:

1. Refresh the Guest Dashboard.
2. Confirm that the employee records appear in the list.

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Step 6: Refresh Devices

Perform a quick refresh on your devices to sync the updated employee list.

Once synchronization is complete, employees can:

1. Enter their assigned PIN (Employee ID Number).
2. Use the COMP Card payment feature.

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Troubleshooting

Employees do not appear after import

• Confirm the file follows the downloaded sample format.
• Verify all required fields are completed.
• Re-upload the file if necessary.
• Refresh the Guest Dashboard.

Employees cannot use their PIN

• Verify the correct Employee ID/PIN was entered during import.
• Refresh connected devices to ensure the latest data has synchronized.