Use Event Codes

WHAT'S IN THIS GUIDE:

• Create an Event Code
• See who's using your Event Code
• Deactivate your Event Code
• Use an Event Code to accept in-person payments (or scan tickets)
• Common questions

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Create an Event Code

Event codes are perfect to share with people who are helping to accept in-person payments (or scanning tickets) at a cookie booth, an event registration and more. It allows organizers to keep all payments tracked in one spot without any complicated onboarding process or learning curve for those accepting payments. It also allows organizers to keep login credentials secure. You can create an Event Code for a collection from the Cheddar Up website or mobile app.

To create an Event code from the WEBSITE, take the following steps:

1. From the Share step of your collection, click on “Share an Event Code”.
2. Click the “New Event Code” button, which will generate an Event Code below it.
3. Click to share your Event Code using the icons to the right of your code. Here you have a few different options:
   • Copy and share the code
     Copy the Event Code by clicking the teal link icon. Share this Event Code along with instructions for people to first download the latest version of the Cheddar Up mobile app. Once downloaded, people can select “Get Started" and then "I have an Event Code” from the app’s home screen and then manually enter or paste in the Event Code to start accepting payments.
   • Send the code via email
     Click the envelope icon to generate an email that will instruct people to download the latest version of the Cheddar Up mobile app and will include an embedded Event Code link. After downloading the mobile app, people can click the embedded Event Code link, which will fill in the appropriate Event Code, allowing them to start accepting payments.
   • Share a QR code
     Click the QR code icon and copy or download it. Share this QR code (via email, text, a print out, etc.) along with instructions for people to first download the latest version of the Cheddar Up mobile app. Once downloaded, people can scan the QR code, which will fill in the appropriate Event Code, allowing them to start accepting payments. 
     
     

     

To create an Event Code from the MOBILE APP, take the following steps:

1. Once logged into your Cheddar Up account on the mobile app, tap the collection in which you want to create an Event Code and you will be taken to the Manage view.
2. From the Manage view, click “Event Code” and toggle on “Share an Event Code”.
3. Click the link icon next to your generated Event Code. Upon doing so, you’ll see several options for sharing the code. You can either:
   
   • Select "copy"
     You can click "Copy" on your smart phone’s menu bar and share the embedded Event Code link as you wish (email, text, etc.). Be sure to also instruct people to first download the latest version of the Cheddar Up mobile app. Once downloaded, people can click the link and the appropriate Event Code will pre-populate so they can start accepting payments. 
   • Select your messaging app 
     You can select the messaging app from your smart phone’s menu bar. This will send a text message with your embedded Event Code link. Once again, be sure to instruct people to download the latest version of the Cheddar Up mobile app prior to clicking the link. 

See who's using your Event Code

Once you begin sharing your Event code, you can see who’s using your code within the Share > Share an Event Code section on the website. There, you’ll see a table appear that will show you who is using your code, when they last signed in, the number of transactions they’ve made and the total amount they’ve collected.

Deactivate your Event Code

At any time you can choose to deactivate your current Event Code by taking the following steps:

1. From the Share step of your collection (on the Cheddar Up website), click on “Share an Event Code”.
2. Below your Event Code, you will see a “Code status” drop down. To deactivate a code, select “Inactive” from this drop-down menu.

When a code is set to “Inactive”, people will no longer be able to accept in-person payments using that code.

Another way to limit people’s use of an existing code is to generate a new Event Code. You can do this by simply clicking the “New Event Code” button on either the website or mobile app. Doing so, will change your Event Code to something new. This means that anyone using the old code will no longer be able to do so.

When you generate a new Event Code, keep in mind that you’ll need to share it with anyone who you want to be able to accept in-person payments. Reasons to generate a new Event Code are primarily for security purposes, for example, if you have volunteers who may have an Event Code but who have moved on and are no longer working with your organization. When you generate a new Event Code, your Event Code user history table (on the website) will remain intact and new people using the new code will be added to your existing table.

See it in action:

Use an Event Code to accept in-person payments (or scan tickets)

Looking to accept point-of-sale payments (or scan tickets) using an Event Code that was sent to you? We’ll show you how:

• First, download the latest version of the Cheddar Up mobile app: iOS or Android
• If you received only an Event Code (12-digit code): On the mobile app's home screen, click the "Get Started" button. On the next screen, click the button that says "I have an Event Code". Then enter the Event Code that you received as well as your name and email and click “Continue”. This will take you to a simplified Manage view for the collection where you’ll see a prompt to begin taking point-of-sale payments or scanning tickets.
  
  
• If you received an embedded Event Code link or QR code: After downloading the latest version of the mobile app, click the link (or scan the QR code). You will be taken to a view that will pre-populate your Event Code. From there, simply enter your name and email address and click “Continue” to proceed in taking point-of-sale payments.
  

Common Questions