> ## Documentation Index
> Fetch the complete documentation index at: https://help.simpletix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SimpleTix Organizer App – Quick Start Guide

> Step-by-step guide to setting up and troubleshooting the SimpleTix Organizer app for seamless event management.

<Warning>
  **For Event Organizers & Staff Only**: The SimpleTix Organizer app is designed specifically for event organizers and staff members, not for ticket buyers. If you're a ticket buyer looking for your tickets, check your email or the web link provided in your order confirmation.
</Warning>

<Info>
  **New Feature**: The SimpleTix Organizer app now includes a **Scan Only Mode** for volunteers and staff without SimpleTix accounts. Learn more in our [Scan Only Mode guide](/docs/simpletix-mobile-apps/simpletix-organizer-app/scan-only-mode).
</Info>

# SimpleTix Organizer App Guide

Watch our quick tutorial video to get started with scanning tickets:

<iframe src="https://www.loom.com/embed/65e3f1e94152410383baee798951733d?sid=c33f9e37-076f-45e2-82fb-45b0de77b8ea&captions=true" frameborder="0" allowfullscreen style={{ width: "100%", height: "400px", borderRadius: "8px" }} />

## Role-Based Features

The SimpleTix Organizer app provides different features based on each user's assigned role in your SimpleTix account. When logging in, users will only see the features they have permission to access:

* **Administrators/Managers**: Full access to all features
* **Sales & Check-in**: Access to sell tickets and admit attendees
* **Check-in Only**: Only allowed to scan tickets and manage admissions
* **Sales, Check-in & Order Editing**: Can additionally modify existing orders

<Card title="User Roles Management" icon="user-gear" href="/docs/user-and-roles/user-roles">
  Learn how to assign appropriate roles to your team members to control their access in the Organizer app
</Card>

For volunteers who don't need a SimpleTix account, consider using [Scan Only Mode](/docs/simpletix-mobile-apps/simpletix-organizer-app/scan-only-mode) instead.

## Getting Started

<Steps>
  <Step title="Download & Install">
    * **iOS**: [App Store](https://apps.apple.com/us/app/simpletix-organizer/id1431917900)
    * **Android**: [Google Play](https://play.google.com/store/apps/details?id=com.simpletix.boxoffice)
    * Ensure your device meets OS requirements and has a stable internet connection
  </Step>

  <Step title="Log In & Setup">
    * Use your **organizer credentials** to log in
    * Ensure your account owner has **added you** as a user before attempting to sign in
    * Verify your email is confirmed (unverified emails cannot log in)
  </Step>

  <Step title="Grant Required Permissions">
    For full functionality, allow the app access to:

    * **Camera** (required for scanning tickets)
    * **Location** (required for selling tickets)
    * **Bluetooth** (required for connecting to Square hardware)
  </Step>
</Steps>

## Configuring App Settings

<Info>
  These settings are device-specific. If you use multiple devices, you'll need to configure each one separately.
</Info>

<Steps>
  <Step title="Access Settings">
    Tap the **hamburger menu** (≡) in the top left corner, then select **Settings**
  </Step>

  <Step title="Configure Device Settings">
    * **Device Name**: Set a custom name to identify which device scanned tickets when using multiple devices
    * **Scanner Selection**: Choose between device camera or Bluetooth scanner (Socket Scanners supported)
    * **Camera Selection**: Select which camera to use (front camera recommended for iPads in Square Stands, back camera for smartphones)
    * **Square Version**:
      * US locations: Use **Reader SDK**
      * Non-US locations: Use **POS API**
  </Step>

  <Step title="Set Additional Preferences">
    * **Printer Selection**: Configure receipt printer (if applicable)
    * **Automatic Logout Timer**: Set how frequently the app should log out
    * **Scan Result Timer**: Adjust how quickly scan results disappear after scanning
  </Step>
</Steps>

<Warning>
  For non-US locations: If using the app with Square, select **POS API** in settings and ensure you have the Square POS app downloaded and logged in on your device. During checkout, the app will redirect your cart to the Square app for final payment processing.
</Warning>

## Selling Tickets

### Square

#### Supported Square Hardware

* ✅ Square Stand (Version 2)
* ✅ Square Chip Card Reader
* ❌ Square Terminal & Register (**Not Supported**)

<Warning title="Hardware">
  SimpleTix does not rent Square hardware. All Square hardware must be purchased directly from Square. If you need hardware for your event, please visit the [Square hardware store](https://squareup.com/us/en/hardware) to purchase compatible devices.
</Warning>

<Tip title="Square Reader Settings in Canada">
  If using a Square reader in Canada, you need to switch the app settings to the correct mode. In the App Settings, change the Square version to "POS API" and ensure you have the Square POS app downloaded and logged in on your device. For pairing issues, try reinstalling the Square POS app.
</Tip>

<Warning title="Using SimpleTix and Square POS Apps Simultaneously">
  **Reader SDK Mode Limitation**: If you're trying to use the SimpleTix Organizer app and the Square POS app at the same time (for example, selling tickets on SimpleTix while processing concession sales on Square POS), the reader may disconnect when you switch between apps. This is a Square limitation—the reader can only connect to one app at a time when using Reader SDK mode.

  **Solution**: To use both apps simultaneously, switch the SimpleTix app to **POS API mode**. In the app, go to **Settings** > **Square Version** and select **POS API** instead of **Reader SDK**. This allows you to sell tickets in the SimpleTix app while using the Square POS app for concessions without disconnection issues. Make sure you have the Square POS app downloaded and logged in on your device. See the [Configuring App Settings](#configuring-app-settings) section above for detailed instructions.
</Warning>

### Stripe

#### Configuration

Before you can accept in-person payments with Stripe, you'll need to configure a Location in the Stripe Dashboard. Open the dashboard, search "Terminal", and add a Location linked to where you'll be accepting payments. Then you can order Stripe hardware through the same Terminal page.

#### Supported Stripe Hardware

* Stripe Reader M2
* Tap to Pay on Android devices

#### Regional Availability

Check out the [Stripe Terminal docs](https://docs.stripe.com/terminal/payments/collect-card-payment/supported-card-brands) for the most up-to-date info on Stripe Terminal regional availability.

<Steps>
  <Step title="Start a Sale">
    * Navigate to the **Sell** section
    * Select your event from the list
    * Add tickets to the cart
  </Step>

  <Step title="Add Products (Optional)">
    * Click **Products** on the top navigation to see Square items
    * Add items from your Square catalog
    * Note: Add more items to your Square catalog through the [Manager Portal](https://manager.simpletix.com)
  </Step>

  <Step title="Select Payment Method">
    Choose your payment method:

    * **Credit/Debit**: For card payments
    * **Complimentary**: For free tickets (must be enabled in Box Office Settings)
    * **Cash**: For cash transactions (must be enabled in Box Office Settings)
  </Step>

  <Step title="Enter Attendee Information">
    * Fill in required attendee information
    * Note: Configure required fields in the Manager Portal under Settings > Box Office
  </Step>

  <Step title="Complete Transaction">
    * Process the payment
    * After completion, you can:
      * Click **Admit All** to check in all tickets immediately
      * Or click **View Attendees** to admit tickets individually
  </Step>
</Steps>

## Using Admission Features

<Steps>
  <Step title="Access Admission Management">
    * Click **Admit** on the top navigation bar
    * Select the event you want to manage
  </Step>

  <Step title="Manage Attendees">
    From the attendee list:

    * **Admit**: Swipe right on an attendee
    * **Un-admit**: Swipe left on an attendee
    * **View Details**: Tap on an attendee to see their information
  </Step>

  <Step title="Edit Attendee Information">
    After tapping on an attendee, you can:

    * Edit photos or names
    * View attendee questions
    * Check order notes
    * Access their complete order details
  </Step>
</Steps>

## Scanning Tickets

<Steps>
  <Step title="Choose Scanning Mode">
    You have three scanning options:

    * **Scan Anything Mode**: Scan valid tickets for any event (recommended for multi-event venues)
    * **Event-Specific Scanning**: Select an event, then tap the QR code icon in the bottom right (recommended for single events)
    * **Scan Offline Mode**: Use when you have poor or no internet connectivity (tap "Scan Offline" at the top of the Admit screen)
  </Step>

  <Step title="Scan Ticket Codes">
    * Point your device camera or connected scanner at the ticket's QR code or barcode
    * Hold steady until the code is recognized
  </Step>

  <Step title="Review Scan Results">
    A popup will display the ticket status:

    * **Green**: Valid ticket, now admitted
    * **Red**: Invalid ticket with an explanation of the issue
  </Step>
</Steps>

## Managing Orders

<Steps>
  <Step title="Find Orders">
    * Tap **Orders** on the top navigation
    * Search by:
      * Name
      * Email address
      * Phone number
      * Last 4 digits of the purchaser's credit card
  </Step>

  <Step title="View Order Details">
    Tap on an order to:

    * See all line items
    * Re-email tickets to customers
    * Send text messages to attendees
    * Cancel orders (without refunds)
  </Step>

  <Step title="Process Admissions">
    From the order details screen:

    * Tap **Admit Now** to check in all tickets at once
    * Tap **View Attendees** to admit tickets individually (swipe right to admit, left to un-admit)
  </Step>

  <Step title="Handle Refunds and Notes">
    * Process full refunds directly in the app
    * For partial refunds, use the Manager Portal
    * Add order notes by scrolling down in the Order Details screen
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="How to Sell Tickets Online" icon="square-1" href="/docs/box-office/how-to-sell-tickets-online">
    Detailed guide on online ticket sales procedures.
  </Card>

  <Card title="Configure Box Office Staff Settings" icon="square-2" href="/docs/box-office/configure-box-office-staff-settings">
    Instructions for setting up staff and extending operational guidance.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Offline Scanning Mode" icon="wifi-slash" href="/docs/simpletix-mobile-apps/simpletix-organizer-app/offline-scanning">
    Learn how to scan tickets when internet connectivity is poor or unavailable.
  </Card>

  <Card title="Manage eTicket Settings" icon="link" href="/docs/order-confirmation-and-e-tickets/manage-eticket-settings-easily">
    Troubleshooting tips for ticket settings in the organizer app.
  </Card>
</CardGroup>