CardsSafe® protects assets for businesses and customers alike. The system is specifically designed to securely retain bank, ID cards. CardsSafe is also perfect for situations where a customer tries out a product or service for a period before returning or settling the bill. CardsSafe has revolutionised the way businesses manage customer tabs on or off their premises. Protecting assets, increasing customer spend and profits securely.
The good news is that CardsSafe® is also very easy to use!
Here are the basic steps:
- Greet and serve the customer in a usual, friendly manner.
- Politely ask if the customer would like to run a tab to encourage this, as this will lead to increased sales, but do mention that you have a secure device for their card, as many cardholders are concerned about the level of fraud in the UK.
- Run a 1p charge against the card to make sure it is valid and not reported stolen. If the customer queries this, explain it is for their own protection and that the 1p will be deducted from their final bill.
- Take the card and record the customer’s name on the tab sheet using the next available tab number (if you currently do not have a tab sheet, it would be good to start one).
- When setting up the till tab, ensure that the boxes are used in numerical order, i.e., 01, 02, 03, etc. For instance, set up as 801, 802, 803, etc., as needed.
- Remove a CardsSafe box from the unit by depressing the two buttons on the top of the unit with one hand and taking out a box with the other.
- In front of the customer, unlock and open the CardsSafe box by pushing in the key and using this to pull out the draw.
- Place the customer’s car in the box and close it by pressing on either side of the draw as the box locks itself.
- Remove the key and hand it to the customer using their surname.
- Replace the box in the relevant slot in the unit with the empty key slot facing out, which will visually signal to staff that this box is in use and will continue to serve the customer as required.
- When the customer wishes to pay their bill, politely ask for their CardsSafe key.
- Remove the relevant box by depressing the two buttons on the top of the unit.
- Take the customer’s key, unlock and open the box in front of them, and remove the customer’s card(s), which are then handed back.
- Close the box with the key still in position and replace it in the CardsSafe unit (the key should now be on the inside of the unit).
- Complete the payment transaction.
Simple!
NOTES ON GDPR COMPLIANCE
CardsSafe Limited is 100% compliant with GDPR since we:
- Only hold data you or your company have provided to us voluntarily and under contract.
- WorldPay handles all monetary transactions between your company and ours.
- Our company does not sell to or share any data with third-party vendors.
- CardsSafe does not store any payment details.
KEEP IN MIND
- The master key is to be kept in the safe in a sealed envelope, signed across the seal by the Duty Manager, who will re-seal each time after use.
- Lost keys can be replaced by logging into your CardsSafe online account or, if you prefer, by contacting CardsSafe Limited at 0845 500 1040.
If you want to know more, read our FAQs.