Girl Scouts

1. Girl Scouts

2. What is Sage Mobile Payments? Convert your smart phone or tablet into a highly secure and convenient “use anywhere” credit card terminal. Available for use on more than 40 smart devices, Sage Mobile Payments is a leading secure payment solution that uses end-to-end encryption and meets all PCI requirements. iPhone, iPad, iPod Touch, BlackBerry and Android to name a few. • Keep more of your hard-earned cash • No monthly service fees • Competitive Rates: 2.1% for all credit card transactions (plus $.07/trans for all downgrades) • Funds deposited in your bank account in 2-3 business days with no arbitrary limits Going Mobile with Sage Mobile Payments Means More Business; More Security • Get authorization in seconds - no need to write down payment information • View the customer receipt for verification and capture the customer’s signature on touch screen devices • Email Receipts - Email message buyers receipts directly from your phone • Complete SAGE branded user interface and solution – Sage Mobile Payments comes bundled with a low cost merchant account making it quick and easy to get up-and-running with mobile payments • Secure Credit Card Reader supports more smart phone types than all of the competition including iPhone3, iPhone4, iPad, Ipod touch, Droid and BlackBerry • PCI compliant device: The Sage Mobile Payments card reader is an industry leading, end-to-end encrypted device which eliminates electronic card skimming devices from stealing credit card data • Ultra Secure means you can trust that all of your transaction data is encrypted before it leaves your smart device. Absolutely no personal data is retained on your device

3. Sage Payments Ver. 2.0 • Sage Mobile Payments turns smart devices or touch pads into a PCI secure POS device • What is the difference between Version 1.0 and 2.0? • 2.0 • Capture customers email address and send receipt via email • Track cash sales and provide receipt via email • Complete history access on phone • Ability to void “non” settled transactions • Capture the customer’s signature on touch screen devices • TIP and TAX calculation options available • Ability to view the customer receipt for verification • 100% Sage internal support • Accept Credit Card Payments on the phone securely

4. V2.0 … ENHANCED LOOK AND FEEL FOR OVERALL BETTER CUSTOMER EXPERIENCE Defaults to credit sale unless another option selected SIGNATURE CAPTURE RECEIPT DISPLAYED

5. Requirements to use Sage Mobile Payments • Compatible device-Sage Payments mobile application (free) AND swipe reader (G2 OR G3X) • Confirm compatibility of application AND swipe supported device list-http://devices.roamdata.com/device-center/index2.php • Your swipers are G3X • iPhone, Android, Blackberry OS6/OS7 • iPad, Android tablet (list of supported tablets) • A Sage Mobile Account (welcome email with link to register at new Sage branded portal www.mysagemobile.com) • Minutes after registration you will receive confirmation with your username and password that you created during the registration process (Activation codes are no longer necessary) • A data plan on the device • Must have a way to connect to the internet from the phone • A card swipe reader device provided by Sage • Without card swipe device, card information is entered manually and “card present” rates are not utilized • Sage Payments Mobile application downloaded free from Itunes, Android Marketplace or Blackberry appworld

6. Step by Step user setup process The steps are as follows: • Following SPS’ importing of troop setup spreadsheet, within 4 business days  • SPS sends a mobile welcome email that includes a link, click or copy/paste url into internet browser. • Register the smart device and user info, click submit. When you are prompted for last 4 digits of social security or tax id, input 9999 OR 1111 • Within minutes after registration you will receive confirmation with your username and password that you created during the registration process • Download Sage Payments app (free) from ITunes app store, the Android Marketplace or the Blackberry Appworld • Click/select the Sage Payments app icon on the smart device, then enter user id/password for Sage Payments, plug in swipe device and be sure the audio volume is set to max and the phone. Confirm the phone is not on mute to start accepting cc. • SPS Mobile Support 8am-12am est M-F, 8am-8pm est Sat/Sun • 1-888-477-8570 or email mobilesupport@sagepayments.com

7. How Does it Work? • Download the Sage Payments mobile app • Available FREE from the iTunes app store, Android marketplace and Blackberry Appworld • Log in with your username and password created at registration • Plug the Sage Mobile Payments Credit Card Reader into the phone audio jack (G3X pictured here) • Turn the audio jack volume to maximum • Start accepting credit cards

8. Registration email sample

9. Agenda • Sage Mobile Overview • How does it work? • Customer Experience & Demo Apple, BlackBerry and Android • Adding users through the online management portal • FAQs, Phone Compatibility, & Additional Resources

10. Download the Application • Download the FREE Sage Paymentsmobile application • Available from the iTunes store, Android marketplace and Blackberry Appworld • Select the “App • Store” icon 4. Select the icon to run 3. Select “Free” then Install 2. Search for “SAGE PAYMENTS”

11. Set up and Processing a Transaction – iPhone, iPad, Android & Blackberry REMINDER: Since the device runs through the audio jack, please remember to set volume to MAXIMUM level when using Enter Username and Password **Notice the first time you log in the Username and password is on the top and the bottom** Application Launch Press continue to Change password and set default settings NOTE: After you log in the first time the application will display username and password on the left and the right. If it is on the left and the right someone has tried to log in to the application before. If this is the first time you are logging in delete the application and reinstall it.

12. Set up and Processing a Transaction (cont.) Select Save Prompted to change password Confirmation

13. Set up and Processing a Transaction (cont.) Defaults to credit sale Key in sale $ amount Set functionality Requirements by Checking appropriate box and select Save. Select Continue

14. Setup and Processing a Transaction (cont.) Confirmation of Total sale-Select Continue Select “Swipe Card” icon and swipe Credit Card-card informationwill Populate and hit submit payment. Manually entered sales require CVV Number (3 digits) Optional Data capture Fill in customer data or select Skip

15. Setup and Processing a Transaction (cont.) Upon approval a Receipt will be generated Card Authorization Optional Signature Capture feature- Hit Done and transaction is complete When enabled, signature is required Before you can proceed

16. Agenda • Sage Mobile Overview • How does it work? • Customer Experience & Demo • Adding users through the Online Management Portal • FAQs, Phone Compatibility, & Additional Resources

17. Online Management Portal www.mysagemobile.com

18. Adding Additional Users 1. Via the internet go to www.mysagemobile.com 2. Use the User ID and Password you created during your account setup to login to the Merchant Service Center Note: You will use the same User ID and Password to log in to Sage Payments Mobile on your phone. • 3. To add users: • Select “My Account” on the welcome screen.

19. Add-A-Line Click “Add-A-Line” to add additional users

20. Additional Resources • Online viawww.mysagemobile.com Same user name and password-this ties the app to any compatible device and access to the portal. Reprovisioning is no longer required. Must be new install of app. What is the purpose of mysagemobile.com site? This is the site where users can add additional lines, view reports and data about their transactions and change information regarding their account. It is basically the administration piece to the Mobile puzzle plus • Sage Mobile Swipe supported device list-VERIFY APP AND SWIPE DEVICE IS COMPATIBLE • http://devices.roamdata.com/device-center/index2.php • Demo: http://www.youtube.com/watch?v=fzd748fAtQs • Customer Support: • By phone-SPS Mobile Support • 8am-12am est M-F • 8am-8pm est Sat/Sun • 1-888-477-8570 • Email – mobilesupport@sagepayments.com

21. Add-A-Line Fill out the User Form and click “Create Subline” You will see the lines that are active on your account in this menu

22. Agenda • Sage Mobile Overview • How does it work? • Customer Experience & Demo • Adding users through the Online Management Portal • FAQs, Phone Compatibility, & Additional Resources • Appendix

23. FAQs • How does Sage Mobile work? Sage Payments mobile works the same way any credit card processing system would; your customer gives you a credit card number, you key it in or swipe the card. If the sale is authorized, the funds are transmitted electronically from your customer’s bank to your bank and you email a receipt to your customer • What credit cards can I accept with Sage Mobile You can take all major card brands; Visa, MasterCard, and Discover. American Express is also available-pricing and account provided by American Express. • Can I accept debit cards? If your customer has what is called a “signature debit card” or a check card, you have everything you need to process. PIN based debit cards/transactions are not supported. • Can more than one person use a single Sage Mobile User ID at the same time? No, but you will be able to add additional users through your online portal as necessary. Each user has separate access to payment processing. • Can How much data does a credit card transaction use? Less than one email size.

24. FAQs cont. • Can the merchant access the original receipt from a transaction already processed on-line?  • Yes. Complete history is available both in the Sage Payments application on the smart device and from the online portal www.mysagemobile.com • How does the customer “sign” the receipt for the card Transaction? On a smart phone/tablet with a touch screen, the customer simply signs their name on screen with their finger. If the device uses a stylus pen this can be used as well. When enabled, signature is required to proceed. • Please return the troop spreadsheet setup file to Girlscouts@sagepayments.com, this copies several colleagues to ensure fastest response.  • Please note:  all accounts must be checking only-no savings • IF you have devices without phone numbers such as IPOD touch and IPAD, please fill in phone number with all 9s (or any number such as home phone, etc.), if prompted during setup.

25. Reporting for Council • Our Virtual Reports program will provide you reporting for all troops under your Girl Scout Council.  This link is a demo to show you what the reporting program offers.  http://www.sagepayments.com/Support-Resources/Product-Demos/online-reporting • The link to register and view Council and troop info is  https://www.myvirtualreports.com/virtualreports for virtual reports (overall council merchant activity including transactions for troops), you’ll need to register the first time with your Council merchant number, you’ll also need to put in the dda bank account number, the routing is not required.  Then you’ll have all access to transactions.  If you have questions about the reports, please call our virtual terminal/reports support line at 1-877-841-7014. 

26. Agenda • Sage Mobile Overview • How does it work? • Customer Experience & Demo • Adding users through the Online Management Portal • FAQs, Phone Compatibility, & Additional Resources • Appendix

27. BlackBerry Device Instructions The BlackBerry app world may need to be downloaded to your phone if so: From your mobile browser, download from www.blackberry.com/appworld OR Visit http://us.blackberry.com/apps-software/appworld/download.jsp and enter an email address that’s integrated with your BlackBerry smart phone and click submit to have a download link sent to your phone’s email inbox Click on the link in the email and follow the instructions **Blackberry OS6 and OS7 are the only versions supported.

28. BlackBerry cont…. • From your BlackBerry device, open your ROAM Data welcome email and click on the BlackBerry App World icon in the email. This will launch BlackBerry App World and take you to the download page for Sage Mobile Payments. Alternatively, you can open BlackBerry App World on your handset and search “Sage Payments” • Download and install Sage Mobile Payments to your BlackBerry handset • Log-in using your credentials and you are ready to begin accepting card payments

29. BlackBerry cont…. Downloading SMP for BlackBerry 6.0 • Open your Internet Browser on your PC • Please click on the link to download the application : https://appworld.blackberry.com/webstore/content/64695?lang=en • Click on Download • Enter your Blackberry Username and Password • Download the Sage Mobile Payment application  and Click on Run and your Blackberry desktop software will open up on your PC. • Connect your phone using your USB cable to Synchronize and Backup  your information to prevent the loss of your contacts and/or applications. • The application would be transferred from your PC to your Blackberry phone. • After the process has been completed you would be prompted to disconnect your mobile phone. • You will see the application from Sage Mobile Payments in your downloaded folder in your Blackberry. • Open the application and proceed with log in.

30. BlackBerry cont. If you are experiencing some challenges with Sage Mobile Payments, please visit the KNOWLEDGEBASE within the SPS self service portal for answers to your specific issue or any other industry related questions.