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Merchant Dashboard View

Action

Display

  1. Click From the Merchant Dashboard, click the user icon (usually will display the logged in users initials) in the top right hand corner

  2. Click Add Services

3. On the Add Services page, you can select one or more services using the check box next to the associated service

  • Up to five services can be selected:

    • Website

    • Appointments

    • Digital Loyalty

    • SpotOn Reserve

    • SpotOn Restaurant POS/Online Ordering and more

  • A description of each service and the associated pricing is displayed

4. After selecting services, click the Continue button at the top or bottom of the page

5. On the next page, the Add Services- Addendum/Agreement Clause will be shown

  • Read and review the agreement clause, pricing & terms and conditions

6. Select the checkbox to agree

7. Click the Accept & Submit button

8. A confirmation page will be shown and you will be contacted within 1-2 business days by a SpotOn Support Team Member to setup your services

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  • Contact the merchant within 1-2 business days to setup their service

Note

Please

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note: As the merchant has already agreed to the pricing shown in the email notification and addendum clause on their dashboard, you do not need to ask the merchant to fill out another addendum.

  • Once merchant has been contacted, add appropriate settings in Hub or any other associated system.

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  • If a merchant calls in and asks why they have not been contactcontacted, please advise the merchant it can take 1-2 business days for a response from the associated team.

  • If it has been longer than 2 business days, send a follow-up email to the associated team (for the service the merchant requested) emails above and cc: addonrequests@spoton.com