Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

To be able to authenticate users in Betterez using OneLogin system we need to do some configurations in OneLogin as well as in Betterez.

To be able to authenticate users in Betterez using the EntraId system, we need to do some configurations in both EntraId and Betterez.To authenticate users in Betterez using EntraId, you need to configure both EntraId and Betterez.

If the currency configured in Betterez is different than the currency configured in Square the payment will not be processed. you need to make sure both systems are configured to use the same currency before processing payments.

Control Classes integrate (optionally) with an external Revenue Management System (RMS) which governs how many tickets can be sold at each pricing level for each trip segment. This enables dynamic revenue optimization: the RMS decides how many seats are available at each price tier, and Betterez enforces those limits during the purchase flow.

Remember that in order to be able to login to the scanner the system must know your name and surname, so please, if you haven't set it yet, proceed with this on back-office first.

External ID: Optional identifier for external systems or integrations. Shown when the account uses schedule integrations.

Use case: When an operations user modifies a manifest—such as removing a stop, adding a new station, or cutting the trip short—the system ensures traceability by creating an audit record. This allows supervisors and compliance teams to see a clear history of adjustments for operational accuracy, accountability, and regulatory reporting.

Below is the view of an account that supports all existing pricing schemas in the Betterez system.

Note on Mapping: If you map a "Flexible" class from one product to a "Standard" class in another, the system may currently display the entire trip as "Flexible," so this should be reviewed carefully.

• Client Id: This is a public key issued by the external system

You will have a new CSV file with the rules already in your system and the filters applied when downloading the list.

Betterez uses an automated email system to handle confirmations and notifications related to ticket transactions. However, certain conditions and system behaviors affect whether an email is sent.

You can find the search box on the top right corner, next to the Admin Menu from every page in the Betterez System. Click on the Magnifier Glass Icon or press Alt+F to be able to type in the box.

You won't be able to move a ticket that needs a companion. The system will require you to move a companion as well.

The system may display an error message similar to the following:

For tickets that were changed, the original transaction that generated the ticket and ticket info remain the same and offset each other. To record the change, the system will create a new transaction with "0" balance, in which you will see a new ticket with the ticket amount, and a refund with the same amount. So using the formula above you will have tickets minus refunds equals transactions which is 0.

This option allows you to control whether the system should send automatic emails when a refund is generated. You can choose from the following settings:

Keep in mind if any of these tickets need a companion. The system will show a warning message if there are any restrictions.

The system checks every 15 minutes so it won't send the notifications with the upmost precision, It will send the notification a 15 min earlier or 15 min later depending on the type of notification.

At Betterez, we work to ensure that all your schedule and configuration changes made in IMS are reflected on Busbud as accurately and efficiently as possible. However, depending on the type of update and system behavior (such as caching), the time it takes for changes to appear on Busbud may vary.

AmenityExternalId: This is to reference external systems.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

At the moment, if the account does not have Seat Classes, Fare Classes cannot be used as price modificator. If exists more that one fare table with fare classes, the system will takes the cheapest one.

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.

The system will recognize which transactions are over a day old, and in this case, no error messages will be shown when having the additional fees and penalties in the shopping cart.

For example, say that the system has found two trip results, one that departs at 8AM and arrives at 10AM, and another trip that departs at 8AM and arrives at 11AM.
If you have set For each available departure time, display the 1 fastest connecting trips, the system will discard the trip that arrives at 11AM because the trip arriving at 10AM departs at the same time, and is faster.

When scheduling a trip from Station A to Station C, the system adjusts the departure time to 10:30 in the trip result.

In the provinces select box you can select multiple provinces/states. These provinces will be matched with the origin station when making a sale to find the correct zone to calculate prices. If multiple zones match, the first zone will be used, usually the older zone on the system but this is not guarantee.

The logistics tracking system that provides visibility of parcels as they move through the delivery process. From receiving the parcel through final delivery, this system lets you visualize the statuses at every step.

Allow to add control points to routes. When this setting is enable you will be able to add control points into a route. Control points are used by external software and not directly by the system.

When purchasing a one-way ticket, the system will take the price entered in the column “Price” in the configuration box for each O&D

Ticket agents log in to the system and select their point of sale location.

• Choose the desired user from the list. You will be able to see if they already have an open shift, otherwise, the system will ask you to open a shift. By default, the system will use the offline user's config, including the default shift location. But if they don't have one, you may select where to open the shift at.

Clicking the button will send the user to the configured provider and they will complete the flow in that system. Once they are authenticated in the provider they will be redirected to the websales portal.

Seats must be selected for each trip, or for each subtrip if applicable. The system will display the configured seat map, automatically validating the origin and destination as well as reflecting real-time seat availability based on current bookings. Users can then proceed to select their preferred seat based on its location (row and column, and level if applicable). If multiple sections are available, a “Sections” option will appear at the bottom of the interface, allowing users to navigate between them.

• The system may fail to receive or persist the confirmation.

To be able to authenticate users in Betterez using the CyberArk system, we need to do some configurations in both CyberArk and Betterez.To authenticate users in Betterez using CyberArk, you need to configure both CyberArk and Betterez.

The system will display an error with the legend: “The ticket has restrictions related to the purchase date and time, cancellation not permitted.” when a cancellation cannot be made because the refund cutoff time has expired.

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.

State/Province: The name of the state/province where this tax should apply. This combo box takes the province values from the stations in the system, so you need to enter your stations first. By default this value is "All".
NOTE: Keep in mind if you select country and province, the system interprets you are trying to configure a provincial tax and the country will be overwrite to "All".

Click the Download button to download a CSV file that have the proper columns in the exact order needed to upload companies into the system.

If the subdomain is accepted, the system will redirect you to the subdomain list.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

• When configuring a “valid amount of uses”, the system counts the number of times a promo code is applied to the shopping cart, which is the same as the number of transactions where the promo was entered. This is separate from the number of tickets, and there could be more than one ticket per transaction.

You can also create new custom payment methods for your account by clicking the Add New button. In person payment methods can only be used in backoffice, while referenced payments are meant to integrate with an external system.

Betterez has several payment methods integrated into its system, including both in-person and online options.

Get started by selecting the operating system that is installed on your device.

Then if we want to add another with overlapped dates, but with a different structure, the system will throw an error indicating a conflict with other fare tables in certain positions.

Tickets resulting from redeeming a Flexpass can be cancelled (system allows it) but there is no refund since there was no payment for the ticket per se. There is the option to add a cancellation fee.

When paying with loyaty points, the system will always use the maximum amount of loyalty points available for the transaction.

The system will try to re-assign the seats as best as possible. If the new vehicle/seatmap has less seats than already sold, you will not be able to change it.

External id: You may add an ExternalId to reference an external system.

The Logins report allows you to view information related to any logins to our system that have been made using valid credentials.

This report shows information about any Parcels. This can include parcels in paid, waiting for payment, canceled and All status as well as ticket changes. Since the system allows to have several policies for these operations, this report will show the details of each parcel and the total amount of each of them.

You can select either Draft or Published for the template status. Draft allow you to work on a new template without it being used by the system until is changed to Published.

For scenarios where you have different brands in a multi-trip journey (connex or roundtrips), you need to be specially careful. Otherwise the system will lack info for one of the trips and throw an error. Same rules described lines above still apply even for multi trip journeys.

This report shows information about any refunds. This can include both cancellations and ticket changes. Since the system allows to have several policies for these operations, this report will show the details for each transaction and the total amount refunded after any fees are applied.

If you integrate with ShipTrack, the Id should be EXACTLY the same as in the shipTrack system. This ID is CASE SENSITIVE. So lower and uppercase are important as well as "spaces" and any other spelling detail.

You will see a list of seat class in the system..

• For oversize packages, you can create another fare class. Follow the steps above except, when it comes to entering maximum dimensions, increase the weight limit and under 'Adjustment Type' drop-down list, choose '% percentage', '$ dollar' or 'override price', and enter the appropriate values. See an example below where 'override price' is selected. Note that for the '% percentage' option, the system will pull the route price from the appropriate zone table, and apply the overrage % to it.

You will see a list of seat fees in the system.

If there are insurances in the system you will see a list of the insurances in the page. If there are no insurances you will be invited to create one.

You can see here a list of the products already in the system.

If the system starts a payment but the Stripe terminal doesn't ask for the payment information this can mean several things. Usually is that the computer is associated to a different Terminal or that the Terminal code used to login into a terminal have expired or have been deleted from Stripe.

When selecting zone pricing the system will use the zones for the Origin and destination stations and it will use zone pricing information to find a proper price. You can read more on how zone pricing works here

A customer is automatically created when a purchase is made. However, there are a few scenarios to consider regarding the automatic creation of users by the system:

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

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.

Data archiving is applied to some accounts based on a number of factors, but is generally based on the amount of data being stored, as well as the age of the data. These settings are stored internally in the Betterez system and cannot be interacted with via the UI.

• circuit_breaker: after too many failed attempts, the system will "break the circuit" to avoid noise.

Auto-apply when checked, the system will attempt to apply this promotion automatically when eligible items are added to the cart (subject to channel, payment method, and rule eligibility).

The type field allows defining the context in which the form will be used, facilitating its use in different types of products or processes within the system.

If the account has the admin/finances/shift-settings ➝ "Shift operation control by location" setting selected, the system auto-selects the selected shift on admin/finances/shift-location-closures, based on the users selected shift location.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

If set as mandatory, the users will be required to change password before they can proceed to any page or menu in the system.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

At the final page of the sales flow, the system must evaluate the operator’s configuration:

The system will use the email of the agent making the purchase in this case, a customer record will still be created, but the email will not be the email of the customer.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

• Why? The system tags these tickets as "no-show" by clearing the seat information to release the inventory.

When the Inverse Route Name field is populated, the system automatically creates a route with the stations listed in reverse order. This inverse route will reuse the fare table defined for the original route (hereafter referred to as the parent route), applying it with the origin and destination combinations reversed. As a result, fare updates are only required on the parent route, since the inverse route will always reference the same pricing structure.

If there is a report which you periodically export from the system, you can also schedule it. Doing so will send this report to your email every certain time. You may choose which columns should be included, as well as the data period.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Override Connections configuration: Click this to enable this feature. If not selected, the system will use the default connection settings.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Click on Add New. Next click the Choose a file button, a dialog with your operating system files will open, select the logo from there.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

• If there are two "is companion" fare types travelling with one "requires companion" fare type, the system will permit the cancellation of one of the "is companion" fare types, but not both, without having to cancel the "requires compaion" fare type.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

In case the fares classes to be mapped have different change or cancellation policies the system will display a warning.

If you check the reprint option and have the option to Automatically send confirmation email when the purchase is completed, the system will assume that the customer already has in his email the ticket of his trip so it will not allow the reprint.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

In all cases, the general mechanic behind each payment type involves interaction with an external service where a unique reference number is obtained. These payment types are asynchronous as it is the extermal system who will update the status of the payment before processing the reservation based on the unique reference number.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

When a Flexpass is configured to be "redeemed in advance, " customers can enter the sales flow to reserve a seat before their trip and "pay" using their flex pass. Tickets that were generated from a flexpass redemption can be changed or cancelled to free seats. However, the system will not grant any credit for the change operation to prevent fraud.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

In order to ensure that the email comes from your company (and not from Betterez), you will need to ensure your email is verified by the Betterez system.

Trip departure time offset: This value apply when the sale is made near of the trip departure time and override partially maximum waiting time behaviour.
If the sale is made between trip departure minus this offset, the expiration time will be set from that moment plus the offset. This feature set a time window where the system extends the expiration time beyond the trip departure. Also, it allow made sales after trip departure.
The next image shows two sales made within of time window.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

If this window is used, the time fields must be set to the GMT time of the account. If CSV file uploading is used, the time fields should be set to GMT 0 time and the system will offset it taking into consideration the timezone of the account.

Will compare these fields. The user input for these should be the same before the system lets you continue.

Enter "agencyacme" as the subdomain and the agency will login into their own betterez.com system using "agencyacme.betterez.com"

Send automatic emails for refund receipts Send automatic emails for refund receipts: Determines whether the receipt should be automatically emailed when refunding with this method. If set to 'Use system default', the behavior will follow the 'Email refund receipts automatically' setting in the account's admin/setup page.

If multiple users select the same trip result at nearly the same time, the system will allow only the first user who made the selection, chose the corresponding seats (if a seatmap is available), and clicked the Next button to proceed.

Las clases de control se integran (opcionalmente) con un sistema externo de gestión de ingresos (Revenue Management System o RMS) que determina cuántos boletos pueden venderse en cada nivel de precios para cada segmento del viaje. Esto permite una optimización dinámica de ingresos: el RMS decide cuántos asientos hay disponibles en cada nivel de precio y Betterez aplica esos límites durante el flujo de compra.

Just click on the delete icon at the right of the terminal you want to delete from the system.