Manage merchants within your workspace

To update details within a merchant’s profile:

1. Open Team and select Team members.
2. Click on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Update any Personal details on behalf of the merchant.
5. Under Workspace, update 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:
      Update how the merchant account is displayed within the workspace, including reports, at point of sale, and whether Payment processing fees or New client fees are passed on to the merchant.
   4. Settings:
      Update the Appointment settings and adjust the Permission level using the dropdown to select the access level the merchant has to the workspace from No access, Basic, Low, Medium and High.
6. Under Pay, update the following areas from the menu: 
   1. Wages and timesheets:
      Update the merchant's 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:
      Update 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. 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.
7. Click Save.

The merchant will be notified via email and in-app notification about the update to their merchant agreement.

To update details within a merchant’s profile:

1. Open Team and select Team members.
2. Tap on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Use the profile menu to select and update the following details:
   1. Profile:
      Update any Personal details on behalf of the merchant.
   2. Addresses:
      Select Edit to update the address details or add more by selecting Add address.
   3. Emergency contacts:
      Select Edit to update the existing emergency contact or add more by selecting Add emergency contact.
   4. Services:
      Check the box next to each service that the merchant is qualified to perform.
   5. Locations:
      If you have multiple locations, check the box next to each one where the merchant will work.
   6. Merchant account:
      Update how the merchant account is displayed within the workspace, including report, at point of sale, and whether Payment processing fees or New client fees are passed on to the merchant.
   7. Settings:
      Update the Appointment settings and adjust the Permission level using the dropdown to select the access level the merchant has to the workspace from No access, Basic, Low, Medium and High.
   8. Wages and timesheets:
      Update the merchant's 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.
   9. Commissions:
      Update 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.
   10. 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.
5. Tap Save.

The merchant will be notified via email and in-app notification about the update to their merchant agreement.

To deactivate a merchant account:

1. Open Team and select Team members.
2. Click on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Under Workspace click Merchant account.
5. Use the toggle to disable the merchant account.
6. Click Save.

Once the toggle has been disabled the team member will receive a notification and email letting them know that the merchant agreement has been set to inactive.

To deactivate a merchant account:

1. Open Team and select Team members.
2. Tap on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Choose Merchant account from the profile menu.
5. Use the toggle to disable the merchant account.
6. Tap Save.

Once the toggle has been disabled the team member will receive a notification and email letting them know that the merchant agreement has been set to inactive.

To activate a merchant account:

1. Open Team and select Team members.
2. Click on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Under Workspace click Merchant account.
5. Use the toggle to enable the merchant account.
6. Click Save.

The merchant will then receive a notification and email letting them know that the merchant agreement is now active.

To activate a merchant account:

1. Open Team and select Team members.
2. Tap on the merchant to open their profile.
3. Select Actions and choose Edit.
4. Choose Merchant account from the profile menu.
5. Use the toggle to enable the merchant account.
6. Tap Save.

The merchant will then receive a notification and email letting them know that the merchant agreement is now active.