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Preauthorizations/"Link Card to bar tabs/tables" set up in the Management Console

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Overview

A preauthorization is an amount placed on hold on a credit/debit card until the merchant finalizes the amount. Preauthorizations can be used in the Revel's link card to bar tab feature. 

Link card to bar tab/tables feature: This feature allows bartenders/waiters to easily pull up a customer's tab/table by swiping the customer's credit card, as oppose to selecting the tab/table on the screen.  It is possible to link a customer's card to a bar tab with a preauthorization or without a preauthorization.

By using the "link card to bar tabs" or link card to tables" feature the bartender/waiter can have the option of returning the card back to the customer after linking it. Since the credit card information is linked to the order, it is possible for the bartender/waiter to close out the order without the card at anytime. However, by keeping the card the bartender/waiter can easily pull up the customer's order by swiping it. Linking cards to bar tabs/tables with preauthorizations can be used for businesses that want to ensure that a customer's credit card is valid. 

Note: Only USAePay, Intuit(1526+) and Mercury work with preauthorization or linking. Only available for Table Service & Quick Service clients. Quick Service only allows linking cards to orders, it does not support preauthorizations.

If Quick Service client, please contact Revel Support for additional setup.

 

To see how preauthorizations and link card to bar tabs/tables feature works on the iPad POS Platform go to Preauthorizations/Link Card to Bar Tabs/Tables on the iPad POS Platform.

 

How to enable link a card to a bar tab:  

1. Go to Management Console

2. Click "Settings"

3. Click "Table Service Settings"

4. Click "Link credit card to bar tabs" or "Link credit card to tables"

Note: For bars make sure that the "Bar Tabs" setting is enabled. (Adjust how many pages of bart tabs at the setting below labeled, "Pages of Bar Tabs.")

5. Click "Save" at the bottom and refresh the iPad POS Platform. 

6. On the iPad POS Platform open a new order.

7. Click on "Link Card to Bar Tab" and swipe (Scroll down for a visual example).

Now, the customer's card is link to this order. The bartender/waiter can open the customer's order by simply swiping their credit card. 

 

How to enable link a card to a bar tab with a preauthorization: 

1. Go to the Management Console

2. Click "Settings"

3. Click "Table Service Settings"

4. Click "Link credit card to bar tabs" or " Link credit card to tables" (This setting must be enabled first, in order to enable preauthorizations.)

5. Click "Allow Preauthorization"

 

When "link card" feature is enabled, there are various settings for preauthorization.

  • Allow Preauthorization: Enable this setting to allow preauthorization when linking cards to a bar tab. If unchecked, linking a card to a tab will not prompt to place any preauthorization onto the card. It is possible to set the preauthorization amount in the "Preauthorization Amount" setting. The bartender/waiter will still need to confirm the preauthorization, but also can manually type in a different amount. 
  • Automate preauthorization: Enable this setting to automatically place a preauthorization amount. For this setting to function, it is necessary to enter the automated preauthorization amount in the setting "Preauthorization amount." As soon as the card is swipe, the system will automatically preauthorize it for the set amount. 
  • Preauthorization amount: Set the amount Revel will preauthorize on the card when linking the card. If this setting is at 0 the "Automate preauthorization" setting will not function, and the "Allow preauthorization" setting will require the bartender/waiter to type in the preauthorized amount each time.  

 

 


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