📱 How to Set Up & Use BidKit Payments App for Tap To Pay or M2 Reader

BidKit Payments is ClickBid's mobile app for processing credit cards at your event. It works with the M2 card reader for tap or insert payments, and supports Tap to Pay directly on Android & iOS devices. This guide walks through getting the app installed, pairing your reader, and checking in bidders.

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💳 Understanding Your Payment Options

Before getting started, here is a quick overview of both options so you can choose what works best for your team.

	Tap to Pay (+App / no card reader)	M2 Card Reader + App
Extra hardware needed	Mobile phones (iOS or Android) only	M2 reader + iOS or Android phone, tablet, or iPad
Accepts contactless/tap	Yes, Android and iOS phones	Yes, Android and iOS phones, Android tablets, iPads
Accepts chip cards	No	Yes
Accepts swipe	No	Yes
Available in US, Canada, and Australia	Yes	No, United States only
Best for	Teams that want zero extra hardware	Teams that want to accept every card type

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💳 Compatible Payment Methods

Both options accept all major credit and debit cards including Visa, Mastercard, American Express, and Discover, as well as digital wallets like Apple Pay and Google Pay. The M2 reader additionally accepts chip and swipe payments.

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📦 About the M2 Card Reader (Optional)

The M2 is a compact, battery-powered Bluetooth card reader made by Stripe. It pairs with the BidKit Payments app and is about the size of a deck of cards, weighing just under 3 ounces, easy to carry during an event.

Specification	Details
Connectivity	Bluetooth Low Energy (BLE)
Compatible devices	iOS and Android phones, tablets, and iPads
Battery life	Up to 28 hours of active use
Standby time	Up to 42 hours
Charge time	Approximately 2 hours
Charging connection	USB-C
Security	End-to-end encryption, P2PE ready
Availability	United States only

Compatible Devices for the M2 Card Reader

iPads: Any iPad running iPadOS 17 or later, including iPad Air (M1 or later), iPad Mini (6th generation or later), iPad Pro (M1 or later), and standard iPad (10th generation or later).

Android Tablets: Any Android tablet running Android 8.0 (Oreo) or later, including Samsung Galaxy Tab series and Google Pixel Tablet.

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❓How to Purchase an M2 Card Reader

M2 card readers are available for purchase directly through Stripe at $59 + shipping and tax where applicable. You will be able to purchase through Software Settings > Auction Settings > Payment Settings. For more information view 💳 How to Order a Stripe M2 Card Reader

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📲 Step 1: Install the BidKit Payments App

On iPhone (iOS)

1. From the App Store look for BidKit Payments App
2. Tap Install to download the app to your phone.
3. When installation is complete, you will see the BidKit Payments icon on your home screen.

On Android

1. From the Google Play Store locate BidKit Payments app.
2. Tap Install to download the app to your phone
3. Once installed, open BidKit Payments app. 

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🔑 Step 2: Log In to BidKit Payments

1. Open the BidKit Payments app.
2. Log in using your email & password for the Event.
3. Enter your event keyword when prompted.
4. You will land on your event's butler main screen inside the app.

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 🔗 Step 3: Pair Your Payment Method 

From the Butler main screen, locate the Card Reader field. Tap the Connect icon to open the reader selection screen, then choose one of the following:

Option A: Pair the M2 Card Reader

1. Press and hold the button on the side of the M2 reader until the lights on the front start blinking and you hear a double beep. The lights will scroll back and forth, this means the reader is in pairing mode.
2. In the BidKit Payments app, tap the wavelength icon in the top right corner of the screen. 
   
3. Tap Scan for Readers.
4.  Select M2 Reader from the list. 
5. When your M2 reader appears in the list, tap it to connect.
6. Once connected, the icon in the top right will turn green.

 Option B: Set Up Tap to Pay 

1. From the reader selection screen, tap This Device (Tap to Pay).
2. Wait for the status to show Ready.

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💳 Step 4: Check In a Bidder and Save a Card

Using the M2 Reader (iOS and Android)

1. From the main screen, search for the bidder by last name and tap their record to open it.
2. Confirm their first name, last name, and phone number.
3. Locate the Card field. If no card is on file it will say None. Tap the down arrow next to it.
4. This will slide you to the bottom of the screen where you will see the Use Card Reader button.
5. Tap Use Card Reader. The M2 reader's light will turn on and the screen will prompt the bidder to tap or insert their card.
6. The bidder taps or inserts their card on the reader.
7. When the card is saved successfully, you will see a confirmation with the last four digits of the card number.
8. Tap Complete to finish check-in. A welcome text message will be sent to the bidder automatically.

Using Tap to Pay  (Android and iOS) 

1. After opening the event in the app, tap the wavelength icon in the top right corner.
   
2. Tap Tap to Pay and wait for the status to show Ready.
3. Search for the bidder by last name and open their record.
4. Tap the down arrow next to the Card field and tap Use Card Reader.
5. Hold the bidder's card behind your Android or iOS phone when prompted.
6. The card will be read and saved.
7. Tap Complete to finish.

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✏️ Step 5: Manually Enter a Credit Card

If you need to type in a card number instead of using the reader:

1. Open the bidder's record in the app.
2. Tap Add Credit Card.
3. Enter the card number, expiration date, security code, and zip code.
4. Tap Complete.

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💳 How to Check Out a Bidder

Once a bidder is ready to pay, you can collect their card and complete checkout all from within the BidKit Payments app.

🪪 Step 1: Add a Card

When you open a bidder's record and scroll to the checkout section, you will see the total amount due and a Payment Type dropdown. Confirm Credit Card is selected, then choose how you want to collect the card.

Option A: Use the M2 Card Reader

1. Tap Use Card Reader.
2. The M2 reader will light up and prompt the bidder to tap or insert their card.
3. The bidder taps or inserts their card on the reader.
4. Once saved, you will see the card's last four digits confirmed on screen.

Option B: Use Tap to Pay (Android)

1. Tap Use Card Reader.
2. When prompted, hold the bidder's card behind your Android phone.
3. The card will be read and saved automatically.

Option C: Enter a Card Manually

1. Tap Add Credit Card.
2. Enter the card number, expiration date, security code, and zip code.
3. The card will be saved to the bidder's record.

✅ Step 2: Collect Payment and Complete Checkout

Once a card is on file, you are ready to charge the bidder and complete their checkout.

1. Tap Collect Payment on Card Reader to charge the card on file.
2. Review the total with the bidder and confirm everything looks correct.
3. Tap Complete Checkout to finalize the transaction.
4. A confirmation and welcome text message will be sent to the bidder automatically.

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🔄 App Updates

When a new version of BidKit Payments is available, your phone will receive a notification. Tap the notification to update. Updates can be pushed in real time once the app is installed.