The following article is about the functionality and usage of the Palisis Ticketing application for Android mobile devices. The Palisis Ticketing app includes all the basic functions you already know from using the Palisis Ticketing Terminals. It enables you to make bookings, redeem vouchers, check the validity of tickets, issue cash settlements, and print tickets (in case you are using an external printer).
You can download the Palisis Ticketing app in the Google Play Store app (not in the browser) on your Android device. Keep in mind that the app is not currently supported by devices running on Android 10.
Search for “Palisis Ticketing” and install it on your device or use the following link.
The first time you use the app you will have to link it to your Palisis account. Hold down the “Start Ticketing" button for at least 5 seconds, until you see the screen shown below, indicating that the Hardware ID and Palisis ID have not yet been set up.
Please write to email@example.com and we will happily send you a QR code that you can then scan (by clicking on the scanner symbol on the lower-right part of the screen) in order to set up your device.
Once your user has been set up, the main screen will display your account.
In order to get started, click on “Start Ticketing”. This will lead you to the Operator Login screen, where you will be able to log in by choosing your user and entering your PIN. Your user will only show if it has been set up as a “sales user” in the Palisis Backoffice, User Permissions.
Once you have logged in successfully, you will be able to use the app.
Swipe right to get to the status screen, where you will find information about the owner, connection and unsent data (in case there is any), as well as the selected waypoint and event icons. The event icon functions as an on-off switch for event date selection. If you enable event date selection, you will be able to select the event date of the chosen product. If it is disabled, there won’t be any option to choose time and/or date of the product, you will only be able to book the next available event/departure.
Let’s go back to the main screen which appears after you successfully log in and continue with the booking process.
Keep in mind that your booking process might differ from the examples shown below. The process is dependent on your products and their configuration in the Palisis Backoffice. If you have specific questions regarding your setup, please contact firstname.lastname@example.org.
The first selection will depend on your configuration in the Backoffice. In our example, we start with a choice of:
- Owner: your own products
- Partner: your partner products
- Voucher: for redeeming vouchers
For the sake of this article, let’s choose our own product. Thus, we select “Owner” and get to the Business Unit selection next.
Let’s say we are selling our Hop on Hop off service (neither a product nor a bundle), so we click on “Hop on Hop off” > “Transport”.
Follow the selection process according to the booking you want to issue.
The number of tickets selected and their price will be shown in the bottom left corner of your screen and by clicking on it, you will be able to change the currency (if you have set up several currencies in your Backoffice).
To go to the basket, swipe right. To check out, click on the printer icon at the bottom right.
In Android devices, the capacity for the products in the basket will be temporarily reserved, preventing overbooking. This is especially helpful for operations selling the same products with several devices at the same time.
On the checkout screen, you can choose from your available payment accounts before accepting a payment. Depending on your Backoffice configuration, you will also be able to modify the price or apply a discount.
It is also possible to split a payment into different payment methods. This is especially useful if the customer intends to pay one part by card and the remaining part in cash. This feature is also handy for calculating change due, in the case that there is any.
For example, if the amount to pay is 40 Euro and we choose to pay 20 by credit card, the app will display the remaining amount on the following screen.
If you choose to pay the remaining 20 Euro in cash and you enter the amount 30, it will calculate the change for you.
SCANNING QR CODES AND BARCODES
If you need to scan tickets or vouchers, you can do so by clicking on the barcode icon just next to the printer icon.
You may encounter illegible QR codes/barcodes, which is why you also have the possibility to enter a barcode manually. Click on the three little dots on the top right and choose “Enter Barcode” or “Ticket Checker”. This allows you to enter the code manually if needed.
After scanning a valid ticket, you will see the following screen with the date and time of the event (if previously selected), the operation line, the route, the passenger category, the price plan, etc.
If your account is enabled to do so, the option to reschedule and/or check-in will be shown here.
RESCHEDULING TO A FUTURE DATE AND REFUNDING TICKETS
On the main screen, click on Enter Barcode and activate the function “Get additional barcode information”.
Now, when scanning a ticket, two new buttons will appear in the bottom left corner of the screen. By clicking on the calendar icon, you will be able to reschedule tickets to a new date and time. You can choose which tickets in the booking you want to reschedule.
After the selection is made, a confirmation message will be shown.
By clicking on the money icon, you can refund and/or disable a ticket(s). Again, you can choose which tickets within the booking you want to refund or disable.
You can partially refund a ticket by entering a price in the field labeled Manual Amount. Any comment added to the refund will be visible in the Palisis back office (Operation>Search tickets).
A confirmation message will be shown once the tickets have been refunded/disabled.
SUBMITTING THE CASH SETTLEMENT AND LOGGING OUT
It’s important to always submit the Cash Settlement at the end of a shift. To submit, click on the three dots in the upper right part of the screen and select the option Cash Settlement. The message Submit Successful and the total amount of the settlement will pop up. Click on Logout and you will be redirected to the Start Ticketing screen. If you are using an external printer, the Cash Settlement will be printed out. You also have the option to reprint if needed.
CONFIGURING PRINTER AND CREDIT CARD PAYMENTS
You can configure an external credit card reader and/or printer on your phone to use with the Palisis app. This way you can print out tickets, receipts and cash settlements as well as take credit card payments.
The printer settings are accessible from the Start Ticketing screen by clicking on the gear.