In order to ensure that the Betterez application functions properly while being used within your organization, it is essential that your organization allows access to the following URL's in both sandbox and production environments.

Navigate to admin>network to configure your own account's network configuration, or to manage the agencies partnered with your account. By definition, a network agency is a secondary -but independent- account with limited access to your inventory.

CAS payload property to validate We will look at the value in this property to decide if the user has been granted access to the system. If left empty, we will grant access to any user that is authenticated.

• For now, leave the permissions empty and click "Create user". Note to yourself the Secret access key as you won’t be able to see it again (You can also download it). In case you missed it, you may need to delete this access key (not the whole user, just the key!) and create another one. You can create up to two keys.

You can access the Sales inventory page in the Admin -> Sales inventory menu.

• Sales only: If active, users who access through that machine will only be able to sell and will not be able to access other functionalities that depend on their role. Ask support in order to know the specific permissions.

In settings select Accessibility -> VoiceOver then check the checkbox by Enable VoiceOver

When logged into the back-office with a user (for example, your_user@betterez.com) that is simultaneously used as the email of the transaction (your_user@betterez.com), the user WILL NOT receive a confirmation email with the pdf ticket. The reason is that the system sees that the person logging in is the same customer completing the transaction. Since the person making the purchase has access to the back office, the system assumes that the user does not require the confirmation because he/she has access to the back-end of the system and will be able to find the transaction and ticket to print, if necessary.

If there is a specific fare type for Busbud, make sure it is linked to the product they have access to. Documentation to create/update Fare Types.

The Transactions Report lets you access a great deal of useful information pertaining to the financial transactions that have been done through all of your sales channels, using any payment method. This also includes the use of redeemable items when creating a ticket.

To access your Overrides Report, navigate to Intelligence -> Parcel Scans

First access the web sales window and select the service you want to apply the gift certificate to. In this example we will reserve a ticket. Enter the origin, destination, and type of fare. Select the desired trip. Enter the passenger's details and any additional services they require. Review the details of the trip and press the checkout button.

If the loyalty module is enabled in an account, the user will have access to the Loyalty movements report. In order to access this report, navigate to Intelligence -> Loyalty movements

When logged into the back-office with a user (for example, your_user@betterez.com) that is simultaneously used as the email of the transaction (your-user@betterez.com), the user WILL NOT receive a confirmation email with the pdf ticket. The reason is that the system sees that the person logging in is the same customer completing the transaction. Since the person making the purchase has access to the back office, the system assumes that the user does not require the confirmation because he/she has access to the back-end of the system and will be able to find the transaction and ticket to print, if necessary.

To access your Transaction Summary Report, navigate to Intelligence -> Transaction Summary

To access your Ridership Report, navigate to Intelligence -> Ridership

we recommend regularly checking you have access to this email. Password recovery and other features will send emails to this address.

The right side buttons let you perform operations after the purchase. These buttons can be enabled or disabled using roles and permissions, so only the allowed collaborators have access to certain actions.

To access your Voucher Report, navigate to Intelligence -> Voucher

To access your Special Requests Report, navigate to Intelligence -> Special Requests.

To access your Journeys Report, navigate to Intelligence -> Journeys.

To access your Logins report, go to Intelligence -> Logins.

If you want the consumer to be able to change tickets or provide some kind of customer service, you may want to grant access to more information.

To access your Shifts Report, navigate to Intelligence -> Shifts

To access your Items Report, navigate to Intelligence -> Items

To access your Redemptions Report, click on Redemptions under the Intelligence menu

To access your Overrides Report, navigate to Intelligence -> Parcels

To access your Promos Report, click on Promos under the Intelligence menu.

You can access the Segments information page in the Admin -> Sales inventory -> Segments information menu.

To access your refunds Report, navigate to Intelligence -> Refunds

To access your Overrides Report, navigate to Intelligence -> Overrides

To access your Fees Report, navigate to Intelligence -> Fees.

To access your Sequence Report, click on Sequence under the Intelligence menu.

You can access the Operation settings page in the Admin -> Sales inventory -> Operation settings menu.

Save extra user input - If you check this box, the system will automatically save the information entered in the Validation box. You can access this information later through the Tickets Report, in the Extra Field, as shown below.

If you disable the product it means it will not be available in any of the sales pages, but the name will still show up in some combo boxes across the application to allow you to access historical data.

The Merge Customer functionality is designed to address and reduce duplicate customer records. This feature was released in Q4 2024, please contact support@betterez.com in case the button is greyed out or you don't have access to it (role /customers/merge)

By Clicking on any one of the squares, you can access the manifest in order to redeem or unredeem tickets, manually add capacity to a specific schedule, or learn about any specific SSRs related to a manifest.

To access your Payments Report, click on Payments under the Intelligence menu

If you disable the product it means it will not be available in any of the sales pages, but the name will still show up in some combo boxes across the application to allow you to access historical data.

If you disable the product it means it will not be available in any of the sales pages, but the name will still show up in some combo boxes across the application to allow you to access historical data.

Now that you selected the certificate all the buttons that are at the bottom will be enabled so you can Start the program by clicking on the Start button. After clicking the button, the program will be minized in the Windows menu bar where you can access by clicking the icon.

• For each computer connected to a ticket printer, login as a user that has access to the Admin -> Printer Setup

In order to access our endpoints you would need to create a new application and generate the public as well as the provate API Keys.

Once you have access to a sandbox or production environment, you will need to configure the general settings or certain preferences for the account.

Save the Application ID and the Access token to configure your Square account in Betterez.

The Flexpass product must also be associated to the different available routes in order to access the different schedules offered and redeemed for the different origin and destination combinations using the pass. Click on the link if you need a reminder of how to associate a route to a product.

If you disable the product it means it will not be available in any of the sales pages, but the name will still show up in some combo boxes across the application to allow you to access historical data.

• Show # results per page You can set how many results (by default) will be shown in each page when searching trips in the sales flow. If there are more results, you can still access those results using a pagination control at the bottom of the page.

Vehicle: Assign a vehicle item. To be able to assign vehicles the vehicles need to have been previously created and the user will need read access to the permission "/operations/manifests/changeseatmap".

To be able to make refunds from an agency, remember to have the Agency's. configuration correct, and to have enabled the "Access Network Data".

Start by clicking the Exceptions tab (if you don't see the tab, your user doesn't have access to this feature).

You can set your print templates in the main accound and assign them to your agencies for them to use. Or in order words give the access (like you do with products, fares, etc...) to the print template you want them to use.

If you disable the product it means it will not be available in any of the sales pages, but the name will still show up in some combo boxes across the application to allow you to access historical data.

To access this manifest, please tap the desired station and select "Show tickets" option.

A Special Service Request (SSR) allows operators to provide additional services to their passengers such as requests for accessible seating, requiring wheelchair storage, or declaring that a service animal accompany the passenger on board.