Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Merchants can now request to add services from their merchant dashboard. This will allow merchants to request services without the need of an addendum. When a merchant does request services, the associated team will be notified and should follow the process outlined below.

...

Add Services via Merchant Dashboard

Action

Display

  1. 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