Southern MealCard Site - User Guide Table Of Contents

Transcription

1 Southern MealCard Site - User Guide Table Of Contents Login or Register card Dashboard 1. Add Funds to a card 2. View Details 3. Deactivate Card 4. Add Card 5. Transfer Balances My Account page Edit Info Change Password 1

2 Login or Register card 1. To Login - On the screen above enter your address and password the click the Login button to access the system. Once logged in you will be forwarded to the Dashboard (see below). If you ve forgotten your password click the Forgot password link. The system will walk you through resetting your password. 2. To Register - On the screen above, enter the card number (back of card on top) and the 5 digit pin (back of card on bottom) into the correct text boxes. The card number and pin should be found on the back of your card. Once entered click the Register button you will be forwarded to the screen below. IMPORTANT: If you already have a user account and have registered a card before, login first then you can add an additional card to your existing user account from your dashboard. 2

3 To complete the registration process, enter your Name, Address and Password under the Enter Your Information section. Once you ve entered your information, click the Register button. The system will generate an notifying you that you ve successfully registered your card. You will then be able to login using the You will be logged into the system and forwarded to your Dashboard (see below image on page 4). 3

4 Dashboard From your dashboard you can: 1. Add Funds to a card 2. View Details of the transactions on a card 3. Deactivate a card 4. Add a card 5. Transfer Balances between cards if you have more than one. 6. Access My Account settings (in header menu bar). Below you ll find the details on each of these functions. 1. Add Funds to a card 4

5 Begin by entering the amount you wish to add to the card. Click the Next button. You will be forwarded to the screen below. 5

6 On the next page of the Add Funds process you will provide your credit card information. You can either manually enter the card information or if you have Stored a card for later use on the system you can simply choose the card. 1. To manually enter a card, be sure the Enter Card Information radio button is chosen in the left column then fill out all the Card Information details on the right column. All fields presented are required. 2. To use a stored card simply select the radio button next to the Card you wish to use. 6

7 Once you ve provided the required card information click the Process Transaction button. However unlikely, if an error were to occur the screen will refresh and provide an error message. Once the transaction successfully occurs you ll be forwarded to the page below. The funding page shows the amount that was added to your card, the fee amount if any, Amount actually charged to the credit card, your cards current balance and lastly a reference number for your records. If your cafe is currently participating in a funding rewards program, the details of your reward amount would appear on this screen as well. You can click Continue to return to the Dashboard. At this point money has been added to your card. You will receive an confirmation of this transaction. 7

8 2. View Details The view details screen will allow you to see any transactions that have occurred on your card. You can choose to view a specific date range, by selecting Start Date, End Date and clicking the Go button. 3. Deactivate Card To deactivate a card simply click the Deactivate button you be prompted to confirm you want to deactivate the card. Once you have deactivated your card, you cannot reactivate it. This feature is available for you in the event your card is lost or stolen. 8

9 4. Add Card Once logged in you can add another card to your account. To do so simply enter the Card Number and Card pin in the correct text boxes, then click the Register button. The card will be added to your account and you will be forwarded to your Dashboard (see above). 9

10 5. Transfer Balances Once you click the Transfer Balance button on your dashboard you will be forwarded to the screen above. To transfer a balance you ll need to select the card to transfer from, select the card to transfer to and then enter the Transfer Amount. Click the Transfer Funds button to perform the transfer. The Transfer Amount will be deducted from the From card and add to the To card. You will be forwarded to your Dashboard (see above). Note: Transfers can take up to 15 minutes to be available at the register once completed online. There is a $1.00 transfer fee to cover the cost of the replacement card. 10

11 My Account page The account settings page (shown above) allows you to configure your account for various notifications and manage any cards you ve stored on the system. 1. Auto Funding - The MealCard system allows you to automatically fund a card when it drops below a certain balance. To use this feature you must store a card on the system (see Adding Funds above). Once you have a stored card, you can set the system to fund a specific amount to your MealCard once it drops below a specified value. The system will send you an notification each time an auto funding event takes place. 11

12 2. Balance Alerts - The MealCard System can send you balance alerts via when you account drops below a specific value. 3. Purchase Alerts - The MealCard System can send you a detail purchase alert (at supported units) every week or month if you so choose. 4. Stored Credit Cards- Any credit cards you ve stored will the system will appear here. From this page you can delete any of your stored cards off the system. Note: The MealCard System does NOT store your actual credit card information. The actual credit card information is stored with our processing vendor, Paypal, to provide enhanced security. Once you ve made the changes to the settings on the account settings page, click the Save Settings button. Additionally from the My Account page you can access the Change Password and Edit Info pages. The functionality of those pages is described below. 12

13 Edit Info The edit user information page allows you to change your name and contact information. Additionally you can provide a secondary address if you wish to receive notifications (auto funding, purchase and balance alerts) at both addresses. Once you ve made changes to the edit user information page click the Update button to save those changes. 13

14 Change Password The change password page allows you to change your password once logged in. Simply enter your password and the new password two times then click the Change Password button. 14