Navigate to Admin > Users.

1.Untrusted user

Navigating to Admin -> Users it is possible to create new and edit existing users. To create a new user, select + Add new user to arrive to the New user screen to begin the configuration. If you would like to edit a user, select the existing user to make the update.

In previous versions if the user needed to open a shift in order to scan, he/she had to to do that in the back-office.

Starting with v5.10.8 the login page now has the option to use an scanner badge for login. After scanning his/her badge the user has to enter the password.

Users can select (or be assigned) one of more "default" shift locations in the users setting page. If a user has default shift locations assiged, they will not be able to select a different location when opening a shift (see below), just the ones authorized for them.

• Customer Support and Troubleshooting: Allows the support team to quickly access booking information to resolve user questions and problems.

Continuing through the configuration, there are a number of features of the product that need to be configured by the user.

The Operation settings contains settings that affect different operational areas, how routes or schedules are create, manual tickets for users, etc.

Combining Only allow to sign in with single sign on and Force customer login to use websales will redirect customers directly to the sso provider login page when they reach websales without an active session. This can be helpful if you want to normalize the login user experiences among different applications in your company.

Ex: You may have an station named New York City so users can search by that name, but the vehicle will actually stop at a few different addresses based on the schedule, for example 200 W 72nd St and 100 W 52nd St

The sequence number will be create the first time a user is assigned to a manifest.

There are three ways to redeem a Flexpass for a reservation product as a back-office user:

Continuing to scroll down through the options will bring you to the section that will allow you to configure (by channel) the time a user may hold a seat in a booking flow, otherwise known as booking session grace period, before the seat is released for sale by other users in the specified channel.

If the simple workflow is selected then there is no need to select the trip before scanning. The user simply logs in, taps on Scan and will be able to scan the following:

Request endpoint: This endpoint will be used to send GET and POST requests for some actions that your application may want to do, like resetting a pwd (action='resetPwd'), self service changes (action='change'), using a gift certificate (action='useGiftCertificate'), redeeming a flexpass (action='redeemFlexpass'), logging a user using a jwtToken (action='logginUser'), etc.

• Enable the setting from here: admin/sales-inventory/operation-settings. "Enable the assignment of manual ticket sequences to users"

Email: Enter the email you will assign to the admin user. IMPORTANT It should be the operators own email.

Password expiration if checked at selected period of time all users user will be brought to a page to change password.

You will create an admin user for the account.

We added Spanish to the list of supported languages. Now users can use the app either in English, French or Spanish.

This usually happens the first time an email with a new domain is included. Other users/email addresses with that same domain shouldn't go through this step.

The Betterez platform allows a user to configure different types of promotions. Simply navigate to Admin -> Promos.

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 OneLogin system we need to do some configurations in OneLogin as well as in Betterez.

While it is always a plus to fit the look & feel to match your company brand, it is not recommended to modify options that affect the layout and the overall user experience. Anyway you can always get back to the default styles by removing the custom CSS.

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.

Once on the Edit payment method screen the user will be required to configure the following fields:

The Show sold out trips checkbox will indicate if sold out trips are shown in the trips results page. These trips will be clearly marked as sold out and the user will not be able to purchase them.

Inside websales, users will find a new button with the text Where's my bus?.

To setup live seatmaps, we first need to update the hold period a customer will have on their purchase window selection that will prevent other users from booking the same seat.

any additionals to the price, such as taxes or modifiers will be waived. In this example the user will just pay 1000 points. The .06 from the modifier, and the .19 from the IGV tax are waived.

For tracking all the custom field information, users will need to go to the Transactions report under Intelligence menu, then select the customer field from the gear sign located right beside the download button.

The Parcel family of products, allows you to create product lines that are used to sell parcels. Parcels can be any type of item that users want to ship from one place to another.

If a change is desire, all the new tickets as a result of multiple changes would be refundable, but the system will force the user to override the payment method for the refund, since in the original transaction there is one non refundable method.

The user can create a new fare table use the upper right or down left corner of "add new" button.

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.

In the configuration, the user can select the payment methods that will be available for the customer to pay for the purchase. The payment methods available are Oxxo, Pago Express and Pay Manually.

After login the scanning mode will immediately be triggered allowing the user to start scanning. Being in this mode the user will be able to scan:

In the fare table create or add screen, the user can define the effectives dates, seat class or fare class for this new fare table.

The Betterez Loyalty configuration page is divided into four main sections. Depending on the languages enabled in the account, the user will have to translate and enter the information from the main language of the account into the others languages that are enabled.

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

Notice the shopping cart icon in the image below - this will appear on the webpage after the user selects at least one ticket, and provides their name and e-mail. Users can click the cart to get a view of the list of purchased fares, and move onward to the payment webpage. Alternatively, customers can also click the 'Continue Shopping' button which will redirect them to the reservations webpage.

Your new bucket is now ready to use with the user you’ve created!

When continuing through the Betterez purchase flow and upon arriving to the Passenger details screen, the user will have the option to use the Copy information button to copy down the information of the first passenger to the rest of the passengers with tickets in the transaction.

• Created by: Rules created by a specific user.

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.

• Apply manually: If =true it can be applied manually by the user and will create a new dropdown box on the main booking page so the fee or fees can be applied 1, or multiple times to a purchase.

To redeem a gift certificate in the Betterez Backoffice app, the user would need to enter the entire 24 character Gift Certificate ID including the GC label as well, in the payment field. Since this is quite a long code, we recommend copying and pasting the digits when possible.

• Requires extra user info: To understand more completely what happens if this box is checked, please click the link Fare type validation.

• Warning when user selects a date different to today.

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

Requires extra user info

• Client id: The user that GOAL provide you to authenticate and use with their apis

Prices for redeemable items are based on the cheaper trip found for the following 7 days when a user purchase the bundle. That price is them discounted by the amount in value (either a percentage or money amount).

The time to process the payment expired. The processing time is the same in both Betterez and the terminal, but be careful when receiving this error message, that the user doesn't try to continue payment in the Terminal.

1.The first method requires the user to navigate to the web sales portal.

When the user clicks on the seat, a pill with the name of the seat and its price will be shown.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

• Assigned Users (Middle Right)

Once a user is enrolled in the loyalty program, points can be manually added to or removed from the loyalty member's account by an administrative user. The ability to add or remove points is hidden behind a permission that can be added to a user role upon request by contacting support@betterez.com. The user adding or removing the points must also select one of the pre-configured reasons for the addition or deletion of points and may also add a free-text comment.

Capture information during the sales flow: If enabled the user will be presented with the check-in information field to be filed during the sales flow for each passenger, if any of the schedules in the trip requires check-in. This property can be selected only if the account enables check in for selected trips.

Once in the Shifts report page, you will see there are a variety of filters to select the data that you are interested in seeing. As shown below, the filtering options available include filtering by Shift status, Location, Open date, Close date, User, or Variance (to find any unbalanced shifts). Once you select the data you would like to display, click on the "Apply Filters" button to display the data.

Once on the Parcels report page, you will see that there are a variety of filters to select the data you are interested in viewing. As shown below, the filtering options available include filtering by Scanned From and to, Roles, User, Agency, Parcel status, Product, Scan Status, From and To. Once you have selected the data you wish to view, click the "Apply Filters" button to display the data.

Once in the Redemptions report page, you will see there are a variety of filters to select the data that you are interested in seeing. As shown below, the filtering options available include filtering by Date, Schedule, or backoffice user. Note that the Redemption date is the ticket creation date, not the travel date. Once you select the data you would like to display, click on the "Apply Filters" button to display the data.

Once on the Edit payment method screen the user will be required to configure the following fields:

When the user sign out, he will be presented with the following screen.

Once these options have been enabled, a user selling from the Toronto shift location will be able to drop down a menu in the UI to determine in which currency he would like the trip results to appear and later use these same currency options to complete the payment.

The permissions to enable the overrides to a user must be set by an admin, please contact Betterez Support to do this.

Once on the Edit payment method screen the user will be required to configure the following fields:

Arriving at the shopping cart screen the user will find a summary of the purchase with any applicable taxes or fees included. Clicking on Check Out will bring the user to the Payment information where a payment can be applied to the transaction using one of the available forms of payment. Clicking on Next will finalize the purchase.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

NOTE: In some cases, trying to refund an authorize.net transaction may result in an error stating "The referenced transaction does not meet the criteria for issuing a credit." Usually, the user is attempting to return an order on the same day that they did the original charge. This is not possible because the original charge is still an "unsettled" charge until you run the end of day, so Authorize.net does not recognize the original charge yet. The solution is to try to refund the transaction after it settles on the next business day.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

• Enter the Secret Answer to the Secret Question for your user account. The API Login ID and the Transaction Key (see below) will then be generated.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Of course, in order to validate membership of such an institution or organization one must show identification or documentation to the ticketing agent before they be offered the special price. As such, this freature is only available to users in the back-office or agent-back office channel and may be used in conjunction with fare type validation

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

If you choose to download All of the records, the report will be processed in the background and will be emailed to you when it is ready. Depending on the size of the report, this may take some time (large reports may take 30 minutes or more). The report will be sent to the same email as your user in Betterez.

Creating and using an Attach-To-Ticket paid-in item follows the same process as creating Paid an item product and making it available for sale. There is, however, one small difference as it pertains to the purchase flow of a reservation product, since users will have the chance to choose it or not at the end of the new sales flow

Also if you open the user side menu you can see at any time which port the document reader is using:

We have implemented a new theme to match our new brading so the user will find the UI refreshed with the same colors we are using in back-office.

Show email opt-in checkbox If checked, a checkbox for the user to opt-in to emails will be shown.

• Vaya a admin > Usuarios > (su usuario), luego en la sección de secuencias de tickets: https://sandbox.betterez.com/admin/users/{userId}, agregue una nueva secuencia.

• In case you need to block the option to unredeem tickets, you must modify the user role by selecting only the Create and Read capabilities of the route /tickets/redeem.

To protect your customer's information, you can set a mask that will hide certain characters from the user input. The rules for this have to be following the Regex conventions as well.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Also, checking the check box that says Automatically accept terms for back office users will automoatically check the box in the UI.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Scrolling down within this view allows the user to click on different tabs to display historical transaction information as it pertains to actual transactions, unique tickets, refunds, redemptions, and loyalty points movements.

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".

Once on the Edit payment method screen the user will be required to configure the following fields:

Continuing through the purchase flow, the user will select their desired trip and then proceed to checkout. If you have selected to apply change fees, they will have to pay for the fee before being able to change their ticket, otherwise, they can change their ticket with no charge or fee.

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

Once on the Edit payment method screen the user will be required to configure the following fields:

The use of the operation messages feature will help communicate service disruptions/cancellations in a particular area to customers (via websales) and back-office users alike purchasing a reservation product or redeeming a flex-pass for a reservation.

The username “ADMIN” and the default password is “123456A”. These are case sensitive.

If you wish to point your users to a trip result from an external source, say, a homepage widget then there are a set of rules you would need to apply to your online form to generate a deep link.

• To install this version, users needs to uninstall any previous version of the app.

Users can easily tell what their current parcel status is by checking the parcel details. All these statuses can be reversed from the Betterez BackOffice App except the 'Received' status.

• lh3.googleusercontent.com

Punto final de solicitud: Este punto final se utilizará para enviar solicitudes GET y POST para algunas acciones que su aplicación puede querer realizar, como restablecer una contraseña (action='resetPwd'), cambios de autoservicio (action='change' ), usando un certificado de regalo (action='useGiftCertificate'), canjeando un flexpass (action='redeemFlexpass'), registrando a un usuario usando un jwtToken (action='logginUser'), etc.