Assign a Merchant Account to a Meeting

To assign a merchant account to a meeting, click on Meeting Merchant Settings under the Meeting Wizard header in your meeting's Control Center.

By default, new meetings that were built from scratch will be assigned to the "Disabled" merchant and new meetings that were cloned will be assigned to the same merchant as the cloned meeting.

Click on the Assigned Merchant field to select a new merchant from the dropdown, then click Save Changes. (Fig. 1)

Fig. 1 - Assigning Merchant Meeting Settings

NOTE

Archived merchants will not show in the Assigned Merchant dropdown
If you have set up a new merchant account but have not tested it, you will not be able to assign that merchant, yet. You must complete a successful test transaction to complete the merchant setup.
If you will not be using credit card processing for your meeting, you can leave the Assigned Merchant set to Disabled.

Go back to the main Merchant Settings page.

Last modified Jun 10, 2024