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Merchant Accounts | How To Create And Use A Merchant Account

Published on 08/29/17 by karyn.menzies@safetyspot.com
Updated on 08/30/17.

Setting Up a Merchant Account

Note: You must have administrator privileges in your organization to activate Merchant Account.

Step 1

Click on the Organization icon on the top right and select your organization.

Step 2

Click on the settings link to open your organization settings.

Step 3

Click on the Merchant Account and click the activate your merchant account link.

Step 4

Fill out the New Merchant Account form. You can select to either register as a company or as an individual.

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Charging for a Training

Step 1

After setting up a Merchant Account, navigate to the Trainer Management section.

Step 2

Find the Training you would like to charge for and click on the Edit Training button.

Step 3

Find the Charge For Training field and switch it on.

Step 4

Choose the amount you would like to charge per enrollment and check the box to agree to the Terms and Conditions.

Step 5

Click save and the process is complete.

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Enroll in and Pay for a Training

Step 1

Go to the Training Center on Safety Spot

Step 2

Search and select the Training you would like to enroll in.

Step 3

Click on enroll and complete the payment form. You will receive a confirmation message and email.

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View Transactions and Issue Refunds

Step 1

Go to the Merchant Account on Safety Spot by clicking on the Organization Icon on the top right.

Step 2

Click on the Show Transactions link. Here you will find a history of transactions linked to your Merchant Account.

Step 3

You can select a transaction on this view, it will show you all the details for the selected transaction.

Step 4

In this view, you can choose to issue a refund by clicking on the Refund Payment button.

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View Voided Enrollments

Step 1

Navigate to the Trainer Management section and find the Training.

Step 2

Click on the Enrollments button to view a list of all the enrolled students

Step 3

Click on the Show Details to view more information. On this view, you can issue a refund and void an enrollment.

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