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Tab Auth Set Up

  • Last Updated: March 6, 2024

Provide excellent customer service with the Tab Auth feature! Pre-authorize customer credit cards, process pre-approved tab transactions, and close tabs quickly and easily. Tab Auth is available for restaurants, including bars, lounges, and table service establishments.

  1. From Home, navigate to Settings > Register Preferences.Home icon highlighted with arrows leading to setting and register preferences modules
  2. Tap the Restaurant tab.Restaurant tab highlighted on register preferences screen
  3. Enable Tab Auth.Tab auth slider enabled
  4. Enter a dollar value in the Pre Auth CC For ($): field to allow a user to run a pre-authorization on a customer’s card to ensure it has sufficient funds to cover the purchase. For example, when entering “$20.00” in this field, a customer’s card must have at least $20 or more in available funds.pre auth for cc slider enabled
  5. Enable the Use As Suggested Value setting to allow staff to override the pre-authorization amount.Use as suggested slider setting highlighted
  6. Enter a dollar value in the Tab Alerts At ($) field to set a dollar limit for when the customer’s card reaches its pre-authorization limit.Tab alerts at $ setting highlighted
  7. Enable the One Time Tab Alert setting to display a pop-up alert at the register when the customer’s card reaches its pre-authorization limit.One time tab alert setting highlighted
  8. Tap Save.
  • See: Manage Bar Tabs with Tab Auth

Popular With

Table Service

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Related Topics

  • Taking Payments
  • Tab Authorizations

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