Please note: Some images in this article may look different depending on the app version installed on your device. Features and layouts may vary based on recent updates
The following article is about the functionality and usage of the Palisis Ticketing application.
ℹ️There is an option to download the Palisis app on your personal mobile device, please check How to use the Palisis Ticketing APP on Android mobile devices
BASIC SETUP
RMA process: If you go through an RMA (hardware return/repair), once the device is returned to you, to enable app downloads on your device, please contact our Support team with your device serial number. This process must be completed by a Palisis agent and cannot be configured independently.
If you want to install the Palisis Ticketing app on your mobile phone, you can download it from the Google Play Store (not in the browser) on your Android device.
Search for “Palisis Ticketing” and install it on your device or use the following link. At the moment of installation, you are required to grant ALL permissions to the app.
Wait for the screen shown below; this indicates your Hardware and Palisis IDs are not yet configured.
Please write to support@palisis.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.
1. Settings - Here you can activate the support mode (logs will be sent to us in a moment) and also "Delete Settings"
2. Additional information below the owner name.
3. UAT / Live (Live System)
4. Palisis Foreground Service Icon.
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 (pre-configured in the Backoffice). 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.
Click on the 3 dots button > STATUS WIDGET to go 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.
Click on the back arrow to go back to the main screen which appears after you successfully log in and continue with the booking process.
IMPORTANT:
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 our Support team here.
BOOKING PROCESS
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.
To enable the calendar feature, if it's not already activated by default, follow these steps:
- Cilck on the 3 dots button
- Click on STATUS WIDGET
- Then tap on the calendar icon. If you see an 'X', it indicates that the calendar is enabled, allowing you to book tickets for a specific date and time.
Or either directly click on the calendar icon located in the top right corner which indicates whether the sale with calendar feature is enabled or not.
Sale with calendar enabled
Sale with calendar not enabled
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 redirected to the basket screen:
If you want to change to a different currency, then click on the '$' button on the basket screen and then you can select a different currency:
Once in the basket screen, 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 3 Euro in cash and you enter the amount 5, it will calculate the change for you.
PASSENGER DATA FORM
Please, take a look at the support article on How to capture passenger data on the device.
HOW TO UP-SELL AND CROSS-SELL ON THE DEVICE
Please, take a look at the support article on How to set up the upsell and cross-sell functionality.
SCANNING QR CODES AND BARCODES
Please, take a look at the support article on How to scan QR codes and barcodes for check-in.
HOW TO VALIDATE A TICKET
Please, look at the following article on How to validate tickets using a device.
VOUCHER REDEMPTION
Please, look at the following article on How to redeem vouchers.
RESCHEDULING FOR A DIFFERENT DATE
Please, look at the following article on How to reschedule for a different date.
REFUNDING TICKETS OR VOUCHERS
Please take a look at the support article on how to process a refund from the device.
HOW TO SEARCH FOR A BOOKING
Please take a look at the support article on how to search for a booking on the device.
HOW TO USE THE MANIFEST ON THE DEVICE
Please, take a look at the support article on how to use the manifest on the device.
HOW TO FIND THE LAST BOOKING?
Please, take a look at the support article on how to find the last booking on the device.
HOW TO REPRINT A TICKET
Please, take a look at the support article on how to reprint a ticket.
SUBMITTING THE CASH SETTLEMENT, FAVORITES, THEME SWITCH AND LOGOUT
CASH SETTLEMENT
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 or the device's printer, the Cash Settlement will be printed out. You also have the option to reprint if needed.
FAVORITES
If you want to display the favorite screen on this device, then click on the "FAVORITES" option:
Here you can find our support article about how to setup the favorite screen.
THEME SWITCH
Please, take a look at the support article on how to change colours on the device screen.
CONFIGURING PRINTER AND CREDIT CARD PAYMENTS
Please, take a look at the support article on how to configure an external printer and / or credit card reader.