Add merchants to your workspace

To create your merchant's personal profile: 

1. Open Team and select Team members.
2. Click Add.
3. Under Personal, select Profile.
4. Click on the camera icon to add a profile picture.
5. Upload, crop and apply your preferred photo.
6. Enter the merchant's First name, Last name, Email address and Phone number. 
7. Select a Calendar color to represent the merchant on your calendar.
8. Add a Job title. This will be visible to your clients when booking online.
9. Under Employment details, enter a Start and End date for their employment.
10. Add any private Notes regarding their employment details.
11. Click on Addresses from the profile menu, select Add address, enter the details, and click Add to save.
12. Click on Emergency contact from the profile menu, select Add emergency contact and fill in the details.

To create your merchant's personal profile:

1. Open Team and select Team members.
2. Tap on Add (+) then select Profile.
3. Tap on the camera icon to add a profile picture.
4. Upload, crop and apply your preferred photo.
5. Enter the merchant's First name, Last name, Email address and Phone number.
6. Select a Calendar color to represent the merchant on your calendar.
7. Add a Job title. This will be visible to your clients when booking online.
8. Under Employment details, enter a Start and End date for their employment.
9. Add any private Notes regarding their employment details.
10. Tap Addresses from the menu, select Add address, enter the details, and tap Add to save.
11. Tap on Emergency contact from the menu, select Add emergency contact and fill in the details.

To add workspace details:

1. Open the merchant’s profile under Team members.
2. Under Workspace, set up the following areas from the menu: 
   1. Services:
      Scroll through the list of services, check the box next to each one that the merchant is qualified to perform.
   2. Locations:
      If you have multiple locations, scroll through the list, check the box next to each one where the merchant will work.
   3. Merchant account:
      Click on Set up to assign the member as a merchant.
      1. Add the Name of merchant account. This will be how they are displayed within the workspace, including reports and at point of sale.
      2. Under Fresha fees, choose whether fees are passed on to the merchant:
         1. Team member payment processing fee:
            Check the box to have payment transaction fees charged to the team member's merchant account.
         2. Team member pays new client fees:
            Check the box to charge new client fees to the team member's merchant account and specify the portion of fee to pass on.
   4. Settings:
      Under Appointment settings, check the box to Allow calendar bookings. Under Permission level, use the dropdown to select the access level the merchant has to the workspace from  Low, Medium and High.

To add workspace details:

1. Open the merchant’s profile under Team members.
2. Tap on Services from the profile menu, scroll through the list and check the box next to each one that the merchant is qualified to perform.
3. If you have multiple locations, tap on Locations from the profile menu and check the box next to each one where the merchant will work.
4. Tap on Merchant account from the profile menu:
   Tap on Set up to assign the member as a merchant.
   1. Add the Name of merchant account. This will be how they are displayed within the workspace, including reports and at point of sale.
   2. Under Fresha fees, choose whether fees are passed on to the merchant:
      1. Team member payment processing fee:
         Check the box to have payment transaction fees charged to the team member's merchant account.
      2. Team member pays new client fees:
         Check the box to charge new client fees to the team member's merchant account and specify the portion of fee to pass on.
5. Tap on Settings from the profile menu. Under Appointment settings, check the box to Allow calendar bookings, and Add. 
6. Under Permission level, use the dropdown to select the access level the team member has to the workspace from Low, Medium and High.

To add pay details for a merchant, continue from adding workspace details or:

1. Under Pay, set up the following areas from the menu: 
   1. Wages and timesheets:
      Set up the merchants earnings by selecting an hourly rate, and if needed, include overtime calculations and rates. Use timesheets to measure hours worked and lateness, or use automated timesheets to automatically calculate wages from shifts and breaks. Learn more.
   2. Commissions:
      Set up tailored commissions for the merchant to earn on services, products, memberships, and gift cards they sell on behalf of your venue. Commissions can be configured as a fixed rate or tiered based on the structure and sales period selected by you. Learn more.
   3. Pay runs:
      Choose to include the merchant within pay runs and configure a preferred payment method for them. You can also determine which fees will be deducted from their pay when completing a pay run. Learn more.
2. Click Save.

To add pay details for a team member, continue from adding workspace details or:

1. Tap on Wages and timesheets from the profile menu and set up the merchants earnings by selecting an hourly rate, and if needed, include overtime calculations and rates. Use timesheets to measure hours worked and lateness, or use automated timesheets to automatically calculate wages from shifts and breaks. Learn more.
2. Tap on Commissions from the profile menu and set up tailored commissions for the merchant to earn on services, products, memberships and gift cards. Commissions can be configured as a fixed rate or tiered based on the structure and sales period selected by you. Learn more.
3. Tap on Pay runs from the profile menu and choose to include the merchant within pay runs and configure a preferred payment method for them. You can also determine which fees will be deducted from their pay when completing a pay run. Learn more.
4. Tap Save.

To re-assign a current team member as a merchant:

1. Open Team and select Team members.
2. Click on the team member to open their profile.
3. Click on Actions and select Edit.
4. Under Workspace, click on Merchant account and select Set up.
5. Add the Name of merchant account. This will be how they are displayed within the workspace, including reports and at point of sale.
6. Under Fresha fees, choose whether fees are passed on to the merchant:
   1. Team member payment processing fee:
      Check the box to have payment transaction fees charged to the team member's merchant account.
   2. Team member pays new client fees:
      Check the box to charge new client fees to the team member's merchant account and specify the portion of fee to pass on.
7. Click Save.

To re-assign a current team member as a merchant:

1. Open Team and select Team members.
2. Tap on the team member to open their profile.
3. Tap on Actions and select Edit.
4. Select Merchant account from the profile menu.
5. Tap Set up.
6. Add the Name of merchant account. This will be how they are displayed within the workspace, including reports and at point of sale.
7. Under Fresha fees, choose whether fees are passed on to the merchant:
   1. Team member payment processing fee:
      Check the box to have payment transaction fees charged to the team member's merchant account.
   2. Team member pays new client fees:
      Check the box to charge new client fees to the team member's merchant account and specify the portion of fee to pass on.
8. Tap Save.