“Go Live” Checklist for Clients

Anchor Go-Live Checklist -2024 (Link to Printable Checklist)

User Access

• User Access set up for all team members
• All users confirm that they can access their Anchor Accounts
• Refund settings are checks for all users
• Users have access to the necessary reports (ie. Manifest)
• At least one Admin user is trained and dedicated to ongoing building and schedule adjustments in Event Builder
• At least one Admin user is designated to set up and train new users in Anchor
• At least one Admin user should have access to the Payment Gateway Account (Authorize.net) to view settlements, make manual refunds, and check any transaction issues if needed.

Hardware

• POS Computers have been set up with cash drawers (if applicable) & credit card devices
• All Scanners are charged and in working order.

Dock Access App

• Dock Access App has downloaded to iPhone scanners and a login test completed
• Test scanning a ticket for a correct time to verify a successful scan and check in the ticket
• Test scanning a ticket for an incorrect time to verify the correct alert is appearing
• Search for customer in Dock Access
• How to check in a guest manually
• How to uncheck-in a guest
• How to override a ticket (if allowed)

Box Office

• All available services (Tours) including applicable tickets & products are visible in Box Office ready for purchase
• Pricing for all tickets has been audited for accuracy by the client
• The Schedule has been reviewed for accuracy of times, dates, capacities, and vessels.
• Any special capacities (ie. window seats) have been checked for accuracy and added to the applicable tours
• Test of a live purchase using in-person credit card device has been completed successfully
• Email confirmations have been reviewed and approved
• Text Confirmations have been reviewed and approved.
• Invoices for Companies have been tested and checked
• Ticket booth staff know how to complete the following tasks
  • Make a new booking in either the Quick Sale or Reservation using these payment types.
    • Cash
    • Credit (manual)
    • Credit (EVM)
    • Split payment
    • Gift Card
  • Search for an existing booking using the booking id, email or name.
  • Apply a coupon code to an order
  • Validate a gift card
  • Transfer a booking to a new date/time
  • How to switch a round trip to a one way (if applicable)
  • Combine an order (if applicable)
  • Refund a booking to a specific from of payment
  • Make a booking for a company (sell on behalf of) (if required)
  • Run a boarding report
  • Run an attendees report
  • Add tickets to an existing booking
  • Add enhancements (add-ons) to an existing booking
  • Run and read the Event Schedule
  • Check availability in the event schedule
  • Reprint a ticket from the Service Order page
  • Resend an email confirmation from the Service Order page
  • Text a ticket to a customer from the Service Order page
  • Complete and balance a Cash drawer settlement on a POS machine
  • How to use Manage my booking

Charters (if applicable)

• Charter Manager knows how to add Contract Wording (if required)
• Charter Manager knows how to create a charter proposal (if required)

Anchor Backend

• Tour Pages have been checked for content accuracy
• Products have been checked for content accuracy
• Scanning Rules are checked and approved
• Vessel Pages (if applicable) have been checked for content accuracy
• POS Nodes and Internal Office Node has been set up and connected to the Payment Gateway
• Event Builder – Taxes, convenience fees, cost rates a
• Any Promo codes that have been added are accurate and tested
• Any Companies with Cost Rates that have been added have been checked and rates have been tested in Box Office to ensure all tickets appear with the correct rate.
• Admin user knows how to complete the following tasks.
  • Edit Dates & Times
  • Edit Capacities by sales channels & Vessels
  • Update event Status
  • Create a new schedule in the event builder
  • Add an new date to an existing schedule (build)
  • Admin user knows how to update prices in a Build
  • Admin user knows how to update Charter Pricing (if required)
  • Add a new Tour
  • Add a new Product
  • Add a new Package (if required)
  • Create a new coupon
  • Update scanning rules (if required)
  • Add new users
  • Run a Report in Anchor
  • Schedule a report in Anchor
  • Reverse a payment
  • Set up an email or text template and send them via the boarding report
  • Update Charter Terms & Conditions in setup (if applicable)
  • Add Docking Locations in Setup (if applicable)
  • Add new cost rates in Anchor
  • Update a GL
  • Add Onboard Revenue
  • How to run a bulk invoice for a company

Hosted Website or SDK sites

Hosted Websites only

• Hosted Website URL is correct
• Hosted Website layout and overall design is approved
• All pages on the new website are functioning with no errors
• Access to the website to self-manage has handed over

SDK Integrations

• SDK has been integrated with the website and test bookings have been made on the site

All sites

• All available services including tickets & products, are visible on the website for sale
• No internal tickets are visible on the public website
• All pricing, taxes and fees for tickets is accurate on the website
• Terms and conditions are correct on the website
• Manage my booking (Account) page is active on the website and Self-Service module is integrated
• Gift Card Page is active on the website and displaying correctly
• Social Media Icons on the site are clinked to the correct pages
• All navigation links work on the site and link to the correct pages
• Page is available on the site for Proposals (if required) and SDK is integrated
• Page is available on the site for order details (Make a Payment Page) and SDK is integrated