How to setup the self service terminal

Blanca Castillo
Blanca Castillo
  • Updated

Where can I find it?

Sales channels > Self Service

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What does it mean?

The Palisis Self-Service terminal complements your onsite sales team highly efficiently. It sells 24/7/365 in all weather conditions. This terminal covers many of your labour-intensive procedures, such as card and mobile wallet sales, redemptions, and check-ins.

It also doubles as a customer information display. Between sales, the screen can be used to advertise your own or third-party services.

Once you log into the device, you are redirected to the self-service webshop, which should be set up according to the instructions below.

 

What should I do?

How to configure the self-service terminal

Below, we will explain how to configure each setting and its meaning. Please contact our support team if you need further assistance.

First of all, you need to create an online self-service channel. To do this, navigate to Sales channels > Self Service and click the “+ New SST” button.

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After that, enter a name for your self-service terminal, in our example, “demoss,” and then activate the channel. A new online self-service channel will be created afterwards.

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Then, you need to enable the self-service design. To do this, click on the “edit” icon, navigate to Attributes > Layout and Color and allow the “Reduced layout (self-service)” attribute.

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After that, the self-service online channel, in our case https://demoss.palisis.com/, will display this look and field, allowing you to continue with the configuration.

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In the Layout and Colour tab, you can configure more settings:

Attributes

Description

pit.desktop.header.logo

You can upload a logo to the header pit, and desktop

header.image

You can upload an image on the header

pit.desktop.wave.color1

Here, you can define the first wve colour

pit.desktop.wave.coor2

Here, you can define the second-wave color

Main background page

The primary colour of your shop.

MainMground shop

The main colour of the “Book” buttons

Select and cart colour

Colour of the main offers' background and colour of the selected items (number of tickets, date, time, etc.).

calendar and action colour

The calendar's non-selected dates are coloured, as are the backgrounds for the tickets, checkout, time options, etc.

Hover action color

Action button colour on mouse hover.

Primary font colour

 Colour of the main text 

Secondary font color

Colour of the dates in the calendar and departure times

Tertiary font color

Colour of the text of the call to action buttons or links (BOOK, NEXT, BACK, back arrow, cart icon, etc.

Disabled Button Color

Background Color of a disabled button (e.g. “BOOK NOW” Button when is not clicked)

Reduced layout (self-service)

This option needs to be enabled.

 

For example, here you can see a logo (MACAAN), and image and also 2 different colours for the waves (blue and purple):

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Next, go to the Booking Process tab, where you can configure some settings:

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Attributes

Description

pit.desktop.offerListColumns


Enter the number of columns you'd like to use to arrange the offers on the screen. For example: 3

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pit.desktop.offerListColumnsFullWidth


Enable this option to display the offers in a single, full-width column. Example:

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Claim action on download hidden

You can hide the “My bookings” button on the checkout screen.

We recommend hiding this action.

Calendar show departures

If enabled, the calendar will display coloured icons to display the capacity. More information here.

pit.desktop.calendarShowFromPrice

If it's enabled, the calendar will show the from-price per date. More information here.

 

 

Next, go to the Self-service tab and enable the relevant settings according to your needs.

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The calendar view is also customizable. For that, go to the Calendar tab:

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Attributes

Description

Timetable show upcoming only

Should the next few upcoming events be displayed or not.

pit.desktop.timetableShowUpcomingOnly

 

Yes - The device only shows the upcoming events, not the calendar. We recommend this for the self-service.

No - Default value, the device also shows the calendar

Timetable upcoming value

How many upcoming events should be displayed?

Timetable auto upcoming if few events

The timetable will show automatically if there are less than three events in the next three months.

Timetable if few threshold

You can choose the threshold from when the whole timetable should be displayed.

Event preload (month)

How many months ahead can customers book a tour online? If you enter 12, customers can book the tour 12 months into the future.

 

 

Next, go to the Sorting tab to configure three options: ordinal, name or none.

  • Ordinal: It will take the manual sorting from the BackOffice. You can sort the objects manually, ordinal will take this sorting.
  • Name: Alphabetical order of the names.
  • None: The order in which the objects have been created.

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Attribute

Description

Sort option passenger category

Decide how the passenger category should be sorted.

Sort option seat category

Decide how the seat category should be sorted.

Sort option priceplan

Decide how the priceplan should be sorted.

Sort option offer

Decide how the offers should be sorted.

Sort option summary

Decide how the summary should be sorted.

 

 

 

Next, navigate to the Branding and Social tab, where you can configure Google Analytics for your self-service:

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Attribute

Description

Google Analytics E-commerce enabled

Enable Google Analytics E-commerce. Per default, it is disabled.

Google Analytics Domains

Comma-separated list of Google Analytics Domains.

Google Tag Manager ID

Activate Google Tag Manager by setting a tag manager ID

(The tag is directly loaded into the index file, not injected by javascript async.)

Anonymize IP for Google Tag Manager and Analytics

Enable → The customer's real IP is anonymized and not sent to Google.

 

 

Next, continue with the Layout /Fonts tab, where you can change the default fonts:

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Attribute

Description

pit.newdesktop.fontMainUrl

You can change the primary font, here you need to enter a URL code. I.e. for Pacifico: https://fonts.googleapis.com/css?family=Pacifico.

pit.newdesktop.fontMainFamily

Besides the primary font URL, you also need to enter the name of the font. I.e. for Pacifico: Pacifico.

pit.newdesktop.fontBoldUrl

You can change the bold font, here you need to enter a URL code. I.e. for Pacifico: https://fonts.googleapis.com/css?family=Pacifico.

pit.newdesktop.fontBoldFamily

Besides the bold font URL, you must also enter the font's name. I.e. for Pacifico: Pacifico.

 

 

 

After that, go to the Integration tab:

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Attribute

Description

Force locale (Locale code e.g. "en"-English)

Normally, the shop adjusts the language to the browser's IP address. If you enter en, the shop will always be displayed in English no matter the IP (this does not work for iFrame).

Remove Locale from Header (List of codes e.g. "es, fr, it")

You can remove languages from the header. You must use the shortcut.

List of Languages e.g. en=English,de=Deutsch,...

You can add certain languages. But only languages that the Palisis System assists.

 Zero allowed enabled

 It allows bookings for price 0

Date format

Define the date format to fit your location

Time format

Define time format to fit your location

Date Time format

Define date/time format to fit your location

 

 

There are also some configurable labels in the Localization tab:

A detailed description and examples of each label can be found here.

 

Attribute

Description

Label Self-Service Inactive

Default - “Inactive Session”

You can change this text, it’s displayed on Figure 1 like “Label Self-Service Inactive”.

Label Self-Service Booking process timeout message

Default - “Due to inactivity, we’ll close the booking process in X seconds”

You can change this text, it’s displayed on Figure 2 like “Label Self-Service Booking process timeout message”.

Label Self-Service Proceed booking

Default - “Proceed booking”

You can change this text, it’s displayed on Figure 2 like “Label Self-Service Proceed booking”.

Label Self-Service Cancel

Default - “Cancel”

You can change this text, it’s displayed on Figure 1 like “Label Self-Service Cancel”.

Label Self-Service Confirm timeout message

Default - “Due to inactivity, we’ll close the booking confirm in X seconds”.

You can change this text; it’s displayed in Figure 1 as a “Label Self-Service Confirm timeout message.”

Label Self-Service Extend

Default - “Extend”

You can change this text, it’s displayed on Figure 1 like “Label Self-Service Extend”.

Label Self-Service Close now

Default - “Close”

You can change this text, it’s displayed on Figure 1 like “Label Self-Service Close now”.

 

 

Next, navigate to the Self-service Terminal tab:

Attribute

Description

Self-Service Terminal ID

This option needs to be enabled.

Yes - This webshop is displayed on the self-service terminal.

No (Default) - This webshop is not displayed on a self-service terminal

Payment running message

Message to inform the user about the payment process. It can differ for every language, e.g. “The payment is in progress. Please follow the instructions on the payment terminal.”

Header iframe url

You can insert here a URL to be displayed on the header

Header iframe height

The header iframe height can be defined here in pixels

Footer iframe url

You can insert here a URL to be displayed on the footer

Footer iframe height

The footer iframe height can be defined here in pixels

Hide PDF Download

Yes - Hide the link to download your PDF tickets after the booking

No - Default value, link available to download the PDF

Passenger data disabled

Yes - Hide the passenger data fields on the checkout screen

No - Default value, you can enter the passenger data on the checkout

Booking process timeout

After X seconds of inactivity while booking, the device shows a message, and the user should select “Proceed booking” or “Cancel” within X seconds. By default, it is not active.

Booking checkout timeout

After this number of seconds of inactivity on the last page, “Download your tickets!” the device shows a pop-up of “Inactive session”, and the user should select “Extend” or “Close now”. By default it is not active.

Timeout

After the first pop-up message of inactivity, the system will close the booking process after this number of seconds of inactivity.

Self-Service Thermo print

Yes - if there is a thermo printer connected to the device

No - default value, there isn’t thermo printer connected

pit.desktop.selfservice.printer.error.block

Yes - It checks internally the status of the printer and it shows an error in case there is any failure.

No - Default value: the device does not check the printer's status.

Hide Terms & Conditions Checkbox

Yes - Hide the “Terms & Conditions” checkbox on the checkout screen

No - Default value, “Terms & Conditions” checkbox is displayed

Skip checkout view

Yes - If it’s enabled together with the following settings:

  • Passenger data disabled

  • Hide Terms & Conditions Checkbox

Then, the checkout view is skipped. 

No - Default value, the checkout page is displayed

Auto Select Today

Yes - Today is auto-selected in the calendar. It only applies if the “Reduced layout” setting is yes.

No - Default value: the user must manually select a date on the calendar.

 

 

 

 

Example

The self-service screen will display this message if the customer is inactive during the process:

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How to log in

The Palisis webshop will be automatically open just after clicking on the “Start Ticketing” button.

 

How to log out

The device is protected from logging out of the app, so you need to scan this QR on the scanner to log out of the Palisis app.