Some parts of this handbook are marked Varies by program — those depend on how your programs are set up, and your manager will know which apply to you. Anything not covered here, ask them — except enrollment codes, which come from your AnyRoad account manager.

Start here

Two minutes of reading that saves an awkward one at the counter.

The address

The scan app lives at one address. Open it in a browser on the device you'll use:

id.anyroadclubs.com

Bookmark it, or add it to your home screen. You'll only need to type it once — after setup, opening it goes straight to the scanner.

Which browser you use matters

This is the one thing worth getting right first, because it's annoying to undo.

A device is remembered by the browser you set it up in. Set it up in Chrome, and Safari on the same phone is a stranger — it'll ask for an enrollment code all over again, and you'd need a second code to give it one.

The reason it matters is the next page: pointing your ordinary camera at a card opens the app in your default browser. If that browser isn't the one you set up, you'll meet the setup screen mid-service.

Adding it to your home screen

Optional, and whether it's a good idea depends entirely on how the device gets used.

A tablet that lives on the bar: worth doing. You get an icon and a full-screen app with no browser chrome, and staff open it themselves and use the scanner inside it — so nothing about the day depends on the camera.

Your own phone: probably skip it. A card scanned with your camera opens your browser, never the home-screen icon. So the browser is the thing that has to be set up, and the icon would just be a second place needing a second code.

• iPhone or iPad: open the address in Safari, tap the Share button, then Add to Home Screen.
• Android: open the address in Chrome, tap the three-dot menu, then Add to Home screen.

Whose device?

Either. A shared tablet on the bar and a bartender's own phone both work the same way — it's the device that's trusted, not the person holding it, so there's no login and nothing to share.

Two things follow from that. Give each device an honest name at setup, because that name is recorded against everything scanned on it. And if a personal phone leaves — end of a season, end of a job — tell your manager so it can be switched off.

Set up your device

Once per tablet or phone. Your AnyRoad account manager issues the enrollment code — three groups of four characters, like 7K4M-QP9X-RTB2.

1. Open id.anyroadclubs.com on the device

   In the browser you settled on in Start here. It'll ask for a code.

2. Type or paste the code

   Don't worry about getting it neat — the box tidies it up as you type. Lowercase is fine, and you can leave the dashes out; it puts them in for you.

3. Give the device a name

   Say where it lives, not what it is — Front Desk iPad, Bar 2, Tour guide handheld. This name shows up next to everything you scan on it.

4. Tap Set Up This Device

   You're straight into the scanner. That's it — no password, nothing to remember, and you won't be asked again.

Scan a member

Two ways in. Use whichever is closer to hand.

Your ordinary camera

Point your phone's normal camera app at the QR code on a member's card, the way you'd scan anything else. Tap the link it offers, and the app opens already on that member.

You don't have to open the app first. This is usually the quickest way when you're not already holding the app open, and it's the reason the browser you set up in matters — see Start here.

The scanner inside the app

If you're already in the app — scanning a queue of people, say — point the camera in the app at the card instead. Same result, and it comes straight back for the next person.

If the card won't scan

Cracked screen, dead battery, or they never installed the card. Under the camera, tap Can't scan? Look up by email, type their email address, and tap Look Up. It pulls up the same record and works the same way.

Occasionally one email address is on two memberships — a household sharing an inbox, or someone who signed up twice, once for pickup and once for shipping. The screen then shows both, each with the member's name and how they collect. Ask which one is in front of you, and use that section's buttons.

Check you've got the right person

Their email address is at the top of the screen. Read it back to them to confirm you've got the right person.

Underneath it you'll see where they stand — Active, Paused, and so on. If there's a date next to it, read it. Ends December 31 means they're good today. A date that's already passed means check with a manager before pouring.

If the member isn't found

The app says so, and shows what it searched for.

Usually it's one of three things: the email on their card differs from the one they just gave you, they signed up minutes ago and haven't synced yet, or they're a member somewhere else. Check the email address on screen first — that's normally the answer.

Redeem a benefit

The buttons on the member's screen are your program's own — check in, a pour, a cocktail, a barrel thieving, a bottle pickup. Varies by program

Tap the one they're using. The app waits for it to save, then confirms. If it didn't save, it tells you. A double-tap on bad wifi records once, not twice.

If they're at their limit Varies by program

A warning comes up saying what the limit is and how much they've used. You can go ahead anyway — tap Log Anyway. Some programs ask you to type a quick reason first.

Handing over a bottle Varies by program

If something's waiting for them, it shows on their screen. One tap hands it over and marks it collected. If a colleague already gave it to them, you'll be told that instead — so nobody walks out with two.

When something's off

What the app says, and what to do about it.

None of this loses a visit. If you're stuck at the counter, look the member up by email, serve them, and flag it afterward.

Questions

The ones that actually come up on a shift.

What the words mean

The terms on screen, in the order you're likely to meet them.

Program

The thing a member actually joined — a club, or a membership. Your venue may run more than one, and a person can hold two at once.

Active

Their membership is in good standing. Serve them.

Paused

Usually a billing hiccup rather than a cancellation. They keep their benefits — serve them as normal.

A date next to the status

When their membership ends. A future date means they're good until then. A date already past means check with a manager before pouring.

Check-in

A visit, recorded. It doesn't use anything up — it's just a note that they came.

Redemption

A benefit actually used: a pour, a cocktail, a barrel thieving. These are the ones that count against a limit.

Limit

How many of a benefit someone gets in a period — a day, a year, whatever your program sets. The app warns when they reach it; it never refuses.

The numbers on the tiles

How many times they've had each thing, with the date of the most recent. A red tile means they're at or over the limit for it.

Allocation

A physical item set aside for them — usually a bottle. It shows on their screen until someone hands it over.

Collect

The button that hands an allocation over and marks it gone, so nobody gives out a second one.

Enrollment code

The one-time code that sets up a device. From your AnyRoad account manager, good for one device.

Device name

What this tablet or phone is called. Recorded against everything scanned on it, which is why it should say where it lives.

Member information

You'll see personal details on this screen all day, so it's worth knowing what's there and what isn't.

There's nothing on this screen you could use to charge someone.

Your part in it

• Don't pass enrollment codes around. A code sets up a device that can look up your members. Use it, then it's spent.
• Report a lost device the same day. It can be switched off remotely in seconds, but only if someone knows.
• Don't read a member's details out loud any further than you need to confirm who they are.
• Location is optional. If the device asks to use your location, you can decline. Scans record perfectly well without it.