Creating a Ticket

Overview

The "Email Ticket" feature in the Scanner App allows users to easily send a detailed PDF ticket of a session to an email address. This function is particularly useful for providing customers or team members with a summary of the session’s transactions.

How to Use the Email Ticket Feature

Accessing the Email Ticket Option

• Navigate to the Session Details screen of the session you want to generate a ticket for.

• Press the "Email Ticket" button to initiate the process.

Entering the Email Address

• Default Email: If a customer email was provided earlier in the session details, it will automatically appear as the default email address.

• Change or Enter Email: You can either confirm the autofilled email or enter a new email address to which you want the ticket sent.

Sending the Ticket

• Once the correct email is entered, confirm the action to send the ticket. The app will generate a PDF of the session details and send it as an attachment to the specified email address.

Best Practices for Using Email Tickets

• Verify Email Addresses: Ensure that the email address provided is correct to prevent sensitive information from being sent to the wrong recipient.

• Customer Privacy: Be cautious when entering or changing customer email information to maintain confidentiality.

Conclusion

The "Email Ticket" feature streamlines the process of sharing session details with customers or colleagues directly from the Scanner App. It enhances customer service by providing tangible records of transactions and ensures all parties have the necessary documentation for their records.