Page Comparison

Quick Links

...

...

Add Services via Merchant Dashboard

You can now request to add services right from their merchant dashboardyour Dashboard. This will allow merchants allows you 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.

Merchant Dashboard View

for a written addendum.

Action	Display

Click the user icon (usually will display the logged in users initials) in

From the Merchant Dashboard, click the User Icon in the top right hand corner

Click

Select Add Services

Image Removed

Image Added

3.

On

From the Add Services page,

you

users can select one or more services

using the check box next to the associated serviceUp to five services can be selected

displayed. When the user hovers the mouse over the service card, it will flip over to display information, pricing, and a check box to enable: Website Get your business online Appointments

Digital

Create and Manage appointments Loyalty

SpotOn Reserve

Boost sales with a loyalty program SpotOn Serve Take restaurant orders anywhere 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

Image Removed

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

Image Removed

Internal Notification Workflow

...

Internal Email Notification

After a merchant has requested (an) additional service(s) the associated teams (listed below) will be notified.

The email will display:

• MID

• Merchant DBA

• Hub Link

• Service(s) Requested

• Pricing merchant agreed to

Associated Teams:

...

Service Setup

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

Please remember, 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.

FAQ

...

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

...

Take orders in person or online DoorDash Offer delivery with DoorDash	Image Added
4. After choosing the needed service(s), select the blue Submit Request button	Image Added
5. Enter a phone number and SpotOn will be in contact to set up the new service within 1-2 business days	Image Added