Transcript Slide 1

www.upay.co.uk
Upay
User
Guide
WELCOME TO UPAY
This guide is aimed to help you to use the Upay website.
To launch Upay you will need to navigate to www.upay.co.uk on your internet browser.
Please note that to do so you will need to have your Company ID along with your unique User ID or card number:
Your Company ID is: 27
To obtain your User ID details you should call into the Catering and Conference Office in person with your buttery
card to collect this, however new undergraduates and new graduates should use their CRSid
Once these details are obtained, please click on Create New Account. You will then be prompted to enter your unique
User ID or card ID, your Company ID and confirm that your name is stored correctly.
Next you will be asked to enter the email address that you wish to use for this account. All future correspondence will
be sent to this address, unless you subsequently change it.
Once you have completed this step you will receive an email detailing your user account details. Please take care
when entering the password as spaces count as a character. This password can be changed once you are logged in.
To login please click the login button as shown here
If you have more than one child that you are registering for, please use the same email address for both. You will
then receive to welcome emails for both accounts. If you complete the registration process for both accounts you will
be able to login by adding an _2 at the end of your email address e.g. [email protected]_2 for the 2nd account that
was created.
However when you are logged into either account at the top of the screen you will be able to select the other account
from the drop down list to manage and top up any funds.
WELCOME TO UPAY
You will then be presented with a secure page to enter your
unique username and password.
Please note that if you forget your password, please click on the
Forgotten Password link on this page. Once you have entered
your registered email address a new password will be emailed to
you.
When you log in for the first time, you will automatically be
directed to amend your password to something more
memorable.
Once logged in you will be presented with your account
page, branded with your company’s details.
You will see your menu options on the left hand side of the
screen.
The first menu heading is Account Balance; by clicking on
here you can check your most recent balance.
The date and time displayed next to your current balance is
the date of your last account activity.
PAY AS YOU GO TOP UP
You will see within the Card Top Up menu that you have a
number of ways to top up your account.
The first is a pay as you go option, which allows you to select an
amount and manually enter your credit\debit card details (please
see screenshots below). Please note that after any top up to your
account you will receive a confirmation email.
If this email has not been received within one hour please
contact [email protected]
AUTO TOP UP
Another way to top up your account is using Auto Top Up.
This allows you to set a minimum balance; every time that you
reach this amount your account will be topped up automatically
using your debit\credit card.
The amount by which you wish to top up each time is also
customisable within the setup.
Select your minimum balance. Then select how much you would
like to top up by each time.
You must then confirm your credit/debit card details before
progressing.
These details can be amended at any time through the My
Account Details screen.
You can cancel Auto Top Ups on your account by selecting Auto
Top Up from the Account Top Up menu and selecting Disable
Auto Top Ups.
TOP UP REMINDERS
The Top Up Reminder service is designed specifically for Upay
account holders who wish to be reminded when their account
balance has fallen below a pre-set level, but who wish to have
control over whether to top up at that time or not.
Please note that you will not be able to use Top Up Reminders if
you already have Auto Top Up set up on your Upay account.
Firstly, you need to enter a minimum balance at which you will
receive an email reminder inviting you to top up.
You will then be asked set the amount to be credited to your
account. Please note that by setting this amount you will not be
completing the transaction, merely preparing it for future use.
You can cancel Top Up Reminders on your account by selecting
Top Up reminders from the Account Top Up menu and selecting
Remove Top Up Reminders
GUEST PAY
Guest Pay is designed to allow a non-registered Upay
user to top up a registered users cashless account, i.e. a
parent topping up their child’s account.
 Go to www.upay.co.uk and select the option called
Guest Pay
 You will now see a screen which details all of the non
user’s account information that you will need to enter
 You will now be asked to enter the registered account
user’s Username (registered email address) and User
ID (This can be found in the Account Details option
when logged into Upay)
 You will now be shown the Account details for the
registered account
 The final screen will ask you to enter the card details
for the non account user
UPAY MOBILE
UPAY Mobile is a mobile enhanced HTML5 site
that allows you to top-up on the go. Also can be
used to check balances and statements.
 Go to www.upay.co.uk and select the option
called Click here to access UPAY mobile on
the home screen. This will send a link to your
mobile phone.
 Alternatively you can access by browsing on
your phone to www.upaymobile.co.uk
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be deducted from
your cashless account.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
>
User Statement
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be deducted from
your cashless account.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be deducted from
your cashless account.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
MY ACCOUNT DETAILS
You can manage all aspects of your Upay account
through the My Account Details menu. This includes
managing your SMS and Auto Top Up facilities, your
saved payment methods, spend limits, changing your
personal details and disabling your account if you loose
your card.
STATEMENTS
Two types of statements are available within the Statements
section.
The first is a full statement of your cashless account, including
purchases at the till and revalues at both loaders and online.
The second statement lists online transactions, giving you only
the information on any transactions that have been made
through the Upay site.
You can request a full statement to be emailed to you on a
regular basis; this will provide you with a list of your full purchase
transactions and all revalues to your account.
Please note that all reports from Upay can be exported into
different formats; these can be accessed from the drop down list
at the top of the page reading Select Format.
SUPPORT
Through the Support menu you can find a copy of the Upay Help
Guide, along with information on FAQs. Should these features
not resolve your problem, there is also a link to our online
support service. Alternatively, you can email
[email protected].
UPAY FEEDBACK
We appreciate any feedback received
regarding either the Upay site or the service
itself. Should you wish to make a comment
you can do so by submitting a suggestion via
the Upay Feedback menu.
Please note that this service should not be
used for reporting technical difficulties;
instead, please email [email protected].
If you need any further assistance regarding Upay please email [email protected].