Activate Classic - How to Open a Check/Tab

A Check/Tab can be opened 3 ways: by Credit Card, by Name, or by Seat Number.

How to open a Check/Tab by Credit Card

A Check/Tab can be opened with a credit card at the start of the event and does not require the card to be retained in order to complete the transaction at the end of the event. 

1. Log into Activate and place the desired items in the cart.
2. Select the 'Check' tender option below the cart.
3. A new screen will appear with options to open a new Check by Credit Card, Name or Seat Number. 
4. To open by Credit Card, select the option and then either swipe or manually enter in the card information. 
5. Once you see the Confirmation Screen, the tab has been created. 

How to open a Check/Tab by Name

A check/tab by Name is used in situations where you would like to start a tab without needing a card to hold the transaction (Ex: restaurants, suites, comped tabs, etc.).

1. Log into Activate and place the desired items in the cart.
2. Select the "Check" tender option below the cart.
3. Select the Open with Name button and enter in a description of the guest or their name to recall the transaction later.
4. Select Ok. The Confirmation Screen confirms that the tab has been created. 

How to open a Check/Tab by Seat

This is used to connect a location to a transaction and start a tab without needing a card to hold the transaction.

1. Log into Activate and place the desired items in the cart.
2. Select the 'Check' tender option below the cart.
3. Select 'Tab by Seat' and scroll to the seating location of the guest to recall the transaction later.
4. Confirm the seat and once you see the Confirmation Screen the tab has been created.