Where are merchant accounts available?

Currently, merchant accounts are only available for users in the US.

Will tips be split between the team member and merchant?

Any tips received will be automatically split between the team member and merchant based on the value of the services or items each member is assigned to. You can choose to adjust these by clicking on the tip within the cart.

Can clients use gift cards, memberships, or vouchers to pay for a merchant’s services?

Clients can redeem gift cards, memberships, or vouchers to pay for a service provided by a merchant. However, because there is no exchange of money at the point of redemption, you will need to manually reimburse the merchant. To understand how much to reimburse the merchant, use the workspace’s payments and sales reports to see how much the merchant sold when the client used one of these payment methods.

What happens if an appointment with upfront payments is cancelled within the cancellation window?

Deposits are only transferred to the merchant once the sale is completed and checked out. If the appointment is canceled or the client is a no-show, the workspace will issue a refund to the client for the upfront payment.

When will the money land in my wallet?

After the appointment is completed and the checkout process is finished, the funds will show in your merchant wallet under the total balance. Once the funds have been processed by the bank they will be available to transfer.

All payments are refunded to the original payment source. For example, if the payment was made directly to a merchant’s wallet from the client's card, the refund would be processed from the same merchant's wallet back to the client's card.

Can somebody else check out my merchant sales?

Yes, team members with permission for ‘Can check out sales’ within the workspace can process merchant sales.

What happens with service charges and taxes?

Service charges and taxes are managed directly by the workspace and so any funds collected for these will be sent to the business.

What if I earn commissions on sales?

100% of sales revenue for merchants is deposited directly to their merchant wallets, as they are treated as a separate business entity. Any commission settings in the workspace for these sales are ignored. However, you can still set commission rates for these team members so they can sell items on behalf of the workspace and earn a commission. In these cases, the item sold needs to have the team member marked as the team member with a merchant account, but the merchant assigned to the sale needs to be the workspace’s. This can be adjusted by clicking the sale item during checkout and editing the team member and the merchant assigned. These sales will appear in commission reports.

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Checkout merchant sales

Checkout merchant sales

Manage merchant transactions seamlessly by checking out sales for smooth payment processing and accurate record-keeping. Learn how to checkout sales for individual merchants and appointments involving both merchants and team members.

Getting started

Merchants are able to raise sales and check out their appointments through your workspace. Any payments taken through Fresha for these sales will be received directly into their merchant account. Before checking out sales merchants will need to:

Accept their merchant agreement.
Set up their merchant account and activate payments.

Checking out appointments

Anyone with the correct permission level and access to the workspace can check out appointments or raise a sale on behalf of the merchant.

You can assign both merchants and team members to the same appointment. Each service will display the name of the team member or merchant, with the merchant's account name shown below the relevant service.

Desktop
Mobile

To check out an appointment that is assigned a merchant or both a team member and merchant:

Open the Calendar.
Click on the appointment you want to checkout.
Select Checkout or Pay now to checkout faster using the one-click payment functionality.
The items in the cart will be assigned to your merchant account. Make any cart adjustments before selecting Continue to payment:
1. Add additional items:
  Use the category menu to select additional items to add to the cart, including Appointments, Services, Products and Gift cards.
2. Update the client:
  If needed, click on Actions below the client and choose to View profile, Change client or Remove from checkout.
3. Edit item details:
  Click on the item within the cart and adjust the Price, Quantity, Discount, Team member or Merchant, then Save.
4. Adjust service charges:
  Any services will be highlighted. Click on these to adjust the Percentage and Rate value or click on the trash icon to remove it from the cart.
5. Apply quick actions:
  Click on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
If enabled, select a tip preference. After adding it to the cart, click the tip to adjust the amount, edit the team member or merchant, or split it by selecting Add team member and then Apply.
Click Continue to payment and choose a payment method.
Select Pay now.

Once completed, any funds owed to the merchant will be sent directly to the wallet attached to their merchant account. The appointment will be recorded under Sales in both the workspace and merchant’s account.

To check out an appointment that is assigned a merchant or both a team member and merchant:

Open the Calendar.
Choose the appointment you want to checkout.
Tap Checkout or Pay now to checkout faster using the one-click payment functionality.
The items in the cart will be assigned to your merchant account. Tap Add to cart to make any cart adjustments before selecting Continue to payment:
1. Add additional items:
  Use the category menu to select additional items to add to the cart, including Appointments, Services, Products and Gift cards.
2. Update the client:
  If needed, tap on Actions below the client and choose to View profile, Change client or Remove from checkout.
3. Edit item details:
  Tap on the item within the cart and adjust the Price, Quantity, Discount, Team member or Merchant, then Save.
4. Adjust service charges:
  Any services will be highlighted. Tap on these to adjust the Percentage and Rate value or tap on the trash icon to remove it from the cart.
5. Apply quick actions:
  Tap on Quick actions (three dots) to add an additional Cart discount, any Sales notes or a Service charge.
If enabled, select a tip preference. After adding it to the cart, tap the tip to adjust the amount, edit the team member or merchant, or split it by selecting Add team member and then Apply.
Tap Continue to payment and choose a payment method.
Tap Pay now.

Both the workspace and the merchant will have access to their own individual invoices.

FAQs

- Where are merchant accounts available?
- Will tips be split between the team member and merchant?
- Can clients use gift cards, memberships, or vouchers to pay for a merchant’s services?
- What happens if an appointment with upfront payments is cancelled within the cancellation window?
- When will the money land in my wallet?
- How do refunds work?
- Can somebody else check out my merchant sales?
- What happens with service charges and taxes?
- What if I earn commissions on sales?

Checkout merchant sales

Getting started

Checking out appointments

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