mPOS User Guide
Contents
1. AARP ITS mopes User Guide February 2015 mPOS User Guide Before the Start of an Event Security You will receive a password for the iPad and for the mPOS system Do not share this information Both the iPad and mPOS will log you off after an idle period of time When this occurs log in again and continue using the application The iPad is for mPOS use only It is not be used for email browsing or any other uses other than mPOS The password has to be changed every 25 days To do this select reset password during login iPADs are AARP assets and no additional applications are to be loaded Doing this could be a potential security risk and place credit card information at risk Prior to Opening 1 Tapand open the mPOS system and make sure you can log in If not make sure that you have Wi Fi or cell phone access 2 Start the mPOS system and check to make sure the correct State is set to default If not Select the three lines at the top left corner of the screen and then Settings ii Nowtap the where it says Default State and select a state at the bottom gale E m 4L AARP Membership Sales History 2 Settings Help Log Out General Instructions Manual Credit Card input This is not available through mPOS Existing Members This is for New members only If someone wants to renew their membership have them call 1 888 OUR AARP 1 888 687 2277 New Member Welcome Kits should be recei2. OTE Let the member know that the receipt for this transaction will be sent to this email address AARP ITS SITM For Internal Use Page 6 of 14 2 26 2015 AARP ITS mopes User Guide February 2015 8 To add a phone number tap Add Phone Number and then type in the phone number without dashes NOTE Phone number is not a required field but is useful in contacting the Add Phone Number n L 9 If the member wishes to receive membership information in Spanish tap the button to the right of Wishes to receive correspondence in Spanish 10 Click Save at the top right of the screen ma EL AARP Membership NOTE If all of the information has not been completed you will receive a message asking you to Please Complete All Fields Bel air Alabama AL AARP ITS SITM For intemal Use Page 7 of 14 2 26 2015 AARP 11 You are now on the Confirm Page a If you need to change any information tap the back button lt at the top left corner of the screen b If all of the information is correct ask the member for a credit card and drivers license If the drivers license and credit card are a matcl c tap Confirm in the upper right corner of the screen Roviow AARF Membershio 2 yoare 48 00 Date of Birth 3 Nay 1949 Address 1204 Maple St Dener CO 09223 Email Joan Lasvarworth gmal com Phone 303 1234367 Member information Mrs Joon White Leav
3. cking send you will see the following pop up confirming a receipt was sent Click Ok Receipt Sent Ok AARP ITS SITM For Internal Use 2 26 2015 AARP TS mopes User Guide February 2015 Voids Refunds Voids on Same Day of Membership Purchase A member can receive a void on the same day the credit card was used for purchase Since charges are not processed until that evening this is a true void since the payment has not been processed To void a purchase 1 Tap on the lines in the top left corner within the mPOS application ras NOTE mPOS screens use the term E AAR Refund In AARP s case this is a VOID since the transaction has not 2 Tap Sales History NES SSS SENE 1 AARP Membership AARP Membership Sales History nera tee 4 setings dis Help Member infrmation Log Out 3 Tap Reference Number You will have a list of options to search for the purchase a Reference Number this is the Reference Number on the receipt emailed to the customer First and Last Four this is the first and last 4 digits of the members credit card Last Four This is the last 4 digits of the credit card used for the transaction Last Name The members last name exactly as it what typed into the member application All On This Device This will display a list of all purchased from this device eens Pad 00 PM isse Sales History NOTE It is recommended to use the All On This Device
4. de February 2015 4 Tap the Date of Birth field and swipe up or down on the Month Date and Year Once you have the correct date tap outside of the date Callout The date will fill into the field AARP Membership Menbarship Type Traditional 1 year 16 00 Membr ir pm November 30 1859 A December 31 1900 eee Frankin January 1 1961 February 2 1962 dan O1 1904 Seet gt NOTE If a member requests to include their middle name a title or suffix click Add Name Details to add this additional information 5 Ifyou would like to add a Spouse name select Add Spouse and complete the name information 6 Add the Address this is the Mailing address NOT the billing address a Tap the Address line 1 to enter the street address i If you would like to add an additional address line select Add Address Line b Tap and enter the City c The default State is already filled in If you would like to change the state tap Select on the right side of the State line and select another state d Enter the Zip Code 7 Add the email address on the Email line a Tap then type the address again on the Email Confirm line NOTE Remember to enter the Mailing Address and not the billing address here b Ifa member does not have an email address or does not want to provide an email address skip this step Email e g anyone anywhere com Aarpisawesome gmail com Aarpisawesome gmall com N
5. enwert 12 A prompt to swipe the card will appear Swipe the credit card at this time Use card reader now NOTE Insert the credit card with the magnetic strip on the bottom facing the two arrows on the credit card reader AARP iTS mopes User Guide February 2015 NOTE If a credit card is not swiped or can t be read within 30 seconds the application will time out Click OK return to the Confirm Details screen and retry again 13 The Signature page will appear Have the new member sign their name using their finger Once this is done tap the Authorize button lt signe ses LET EA Total 16 00 E Authorizing 16 00 AARP ITS SITM For Internal Use Page 9 of 14 2 26 2015 AARP ITS mopes User Guide February 2015 15 Upon Success the transaction completion page appears At this point you can a Done Click this option to complete this transaction and go back to the membership options page b Email Receipt This will email a receipt of the transaction to the email address included during sign up Once selected you will see the below screen Click Send lt Email Receipt Customer Receipt Ed NOTE If a member wished to have dd the receipt sent to a different rr address you can change that under hat ros Bis tenie ar Beta ND 21015 Traditional 1 year yas ota El Send receipt to on this screen After cli
6. ory lt Receipt a Customer Receipt Transaction 1D 42047204887201 Membership Type NOTE Since the transaction has been Traditional 1 years HR voided the member will not see the MARK SNIDERO Address 229 temple dr Bel air MD 21015 Void on their credit card statement Traditional Membership 1 years Expires January 07 2015 JUD Total 1600 9 Once on the Sales History screen tap the three lines at in the left upper corner to return to the menu and select AARP Membership to return to the membership screen sum m Sales History 41291 1 41 PM MARK FRANKLIN 0 00 Reference number OS 1420050958873 141231 1 45 PM MARK SNIDERO 0 00 Reference number OS 1420050058873 MARK SNIDERO 16 00 Reference number IOS 1420471767578 AARP ITS SITM For Internal Use Page 13 of 14 2 26 2015 Voids Refunds After the Day of Membership Purchase You cannot void or provide a refund for a purchase via the mPOS terminal after the end of day when the purchase was made All refunds from the day after purchase forward need to be made through the call center A member can contact the call center 48 72 hours after the purchase to request a refund
7. rposes the application automatically logs off after a period of inactivity When this occurs re log in 7 The mPOS application is now open Check the bottom left corner of the screen for the Reader symbol If it says Reader you are ready to go If it say s No Reader press the Credit Card Reader into the hole until you feel it click T r P x Using mPOS 1 When you first log in you will see the offer page tap whichever offer the member requested and then Done NOTE mPOS times out quickly and logs you out UNLESS an offer is selected Therefore whenever on the offer screen to select ANY 3years 5years offer and go to the Membership page mPOS 43 00 63 00 of time will then not timeout logoff for a long period To change the offer at any time tap the Membership Type and select 2 You are now on the AARP Membership page a Tap First name and then enter the member s first name b Tap Last name and enter the member s last name vat sar issus AARP Membership ES NOTE If the member changes their Membership Type Traditional 1 year 16 00 Member Information First name Last name mind and wants a different offer tap the Membership Type currently listed This will take you back to the offer page NOTE When typing a members name a suggested word may pop up Click the X to close it and make sure the name you entered is correct AARP ITS mopes User Gui
8. selection However Reference Number transactions will not be in any First and Last Four particular order so you may _ have to flip through the list Last Four Last Name All On This Device AARP ITS SITM For Int Use AARP ITS mopes User Guide 4 Once you have selected an option and then tap the search icon magnifying glass i roop IE Sales History Reference Number Reference Number First and Last Four Last Four Last Name All On This Device 5 Inthis example have selected All On This Device Tap the transaction that you wish to Void z Sales History 141231 1 41 PM MARK FRANKLIN 0 00 Reference number iOS 1420050958873 MARK SNIDERO 0 00 Reference number IOS 1420050958873 6 The transaction will display Click Refund i sn imo lt Receipt 00 Customer Receipt Transaction ID 42047204887201 Membership Type Traditional years Name MARK SNIDERO Traditional Membership 1 years Expires January 07 2015 DUE AARP ITS SITM For intemal Use Page 12 of 14 February 2015 2 26 2015 AARP ITS mopes User Guide February 2015 7 A confirmation screen will pop up asking whether you want to Refund the transaction Select Ok Refund 16 00 You ae about to refund 16 00 to MasterCard 2018 Canc 8 The Success screen appears The Refund has been applied to the transaction Click the back arrow to return to the Sales Hist
9. ved in about 2 3 weeks AARP ITS SITM For Internal Use Page 1 of 14 2 26 2015 AARP ITS mopes User Guide February 2015 Need Help If you are having an issue with Password needs to be Reset if you have a password lockout Contact the help desk at 888 925 2002 open a work order and ask that it be assigned to the mPOS AARP Events queue If you are having any issues with the mPOS app a This mPOS User Guide is available within the mPOS application by i Returning to the membership page and Tapping the three lines at the top left corner of the screen aT 3 AAR i Tap Help and the Help screen will appear with the user manual oaran ssm aL AARP Membership Help O Sales History 4 Setings 2 Help Log Out b Contact your DSO representative or email your questions to DSOHelp aarp org Please reference mPOS in the subject line so that the email gets routed quickly AARP ITS SITM For Internal Use Page 2 of 14 2 26 2015 AARP Access and Login 1 Before starting the mPOS application insert the card reader into the audio jack at the top left portion of the iPad You will feel the reader snap into place when correctly inserted 2 Turn on the iPad by pushing the button on the top right behind the screen 3 When the Date and Time appear place you finger on the screen and swipe to the right Monday January 12 AARP 4 Enter the iPad s passcode NOTE For security pu
Download Pdf Manuals
Related Search