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This guide walks through everything a cashless event needs, in the order that avoids rework. Plan to finish it at least a few days before doors open, because vendors need time to build menus and you need time to approve them.
The PLVR Tap group and Personalization Form only appear in the event menu for events that have PLVR Tap enabled. If you do not see them, your event is not a Tap event. For the big picture first, read PLVR Tap overview.

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Your setup at a glance

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1. Create top-up stations and payment methods

Open PLVR Tap > Top-up Setup.
1

Add your stations

On Top-up Stations, select Add Top-up Station for every place where staff will add money to wallets. A mid-size festival might have Main Entrance, VIP Area and Campsite. Use the Description for instructions such as “next to the first aid tent”.
2

Add payment methods

On Onsite Payment Methods, use Quick add for Cash, Card, QR Payment, Bank Transfer or Other, or add a Custom Payment Method such as Apple Pay. Only add the ones your team will actually accept.
Payment methods here are for reporting only. They do not take payment. Your staff must take the money with your own cash box or card terminal.
See Top-up setup.

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2. Choose what attendees are asked

Open Personalization Form. Attendees answer these questions when they personalize or claim a ticket, before a wristband is bound to it.
  • Use Quick add for standard questions such as Phone Number or Date of Birth, or write a Custom question.
  • Mark a question Required only if you really need it.
  • Drag rows to set the order, and set unwanted questions to Inactive.
This is separate from the checkout Registration form. See Personalization form.

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3. Create vendors

Open PLVR Tap > Vendor Setup. Each stall, bar or merchandise stand is a vendor.
1

Add the vendor

Select Add Vendor, enter the Name (for example “Noodle Bar”), and keep Status as Active. An optional Note is internal only.
2

Add sales locations

Open the vendor and go to Sales Locations. Add each place the vendor sells from, such as “Main Stage Stall” and “Campsite Cart”.
3

Add items

On Items, create categories if you want them, then use Add Item. Each item needs at least one sales location, a name and a price above zero. You can also leave this to the vendor, who submits items for your approval.
4

Generate login codes

On Login Codes, choose how many codes the vendor needs, add a Note such as “Alex - Vendor Manager”, and select Generate Codes. Give the codes to the vendor.
Create one login code per person on shift, and use the Note to record who has which. When someone leaves the stall, set their code to Inactive.
See Vendors.

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4. Approve what vendors submit

When a vendor adds or changes an item or category, it waits for you. Nothing goes live on the menu until you approve it.
  1. Open Approvals. A badge in the event menu shows when submissions are waiting.
  2. Check each Review Details. For edits, compare Current with Requested.
  3. Select Approve, or Reject with a clear Rejection Reason, which the vendor sees.
  4. For many at once, tick the rows and use Approve Selected or Reject Selected.
Do not wait until doors open. A vendor whose menu is still pending cannot sell it. Aim for an empty Pending list the day before.
See Approvals.

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5. Create login codes for your team

Open Onsite Staff and select Add Staff.
  • For the top-up team, choose the Top-up staff role, then pick their Top-up Station. Create a separate batch for each station.
  • For other roles, pick from the Role list. Each role shows a short description of what it is for.
  • To create codes for named people in one go, use CSV Import with the template, or Manual Creation with a Note like “Alex - Main Gate”.
  • Set a code to Inactive when a shift ends.
See Onsite staff.

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6. Add wristbands

Open Onsite Operations > Wristbands and select + Add wristbands. Enter or scan one wristband per line, add a Note about which box they came from, and select Add. You can add up to 200 at a time.
Read each result line. A band shown as newly registered when you expected an existing one usually means a mistyped ID.
See Wristbands.

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7. Run a dress rehearsal

Every vendor shows Active with the right number of Sales Locations, Items and Login Codes.
In Onsite Staff, each Top-up staff code shows the right station under its role.
A test attendee can be found in Search, has a wristband bound (check the Wristbands list), and shows the expected balance after a top-up.
The test top-up and test purchase appear in Cashless Activity.

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Next steps

Event day runbook

Run the day with Onsite Operations.

After the event

Reconcile spending and settle with vendors.