Quick Links
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.
Merchant Dashboard View
Action | Display |
|---|---|
|  |
3. On the Add Services page, you can select one or more services using the check box next to the associated service
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
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 |  |
Internal Notification Workflow
Internal Email NotificationAfter a merchant has requested (an) additional service(s) the associated teams (listed below) will be notified. The email will display:
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.
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