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Manage Your Merchant Account

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Jamie Bennett
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Please follow the steps below if you need to make any changes to your merchant account after your application has been processed.

Please contact support to:

  • Change your business type

  • Change your industry type

  • Change your contact information

  • Change your legal business name

  • Change your driver's license/ID

  • Change your mailing address

  • Change your legal name

  • Change your date of birth

  • Change your monthly processing rate

  • Close your merchant account

Note

You can only manage your merchant account once approved for Credit Card Processing.

Merchant Information

  1. Navigate to your Merchant Accounts screen.

    Vagaro Pro app

    more_cc_processing_stock.png

    Web Version

    profile_merch_acct_2x.png

  2. Open the Merchant drop-down menu and select a merchant account (if you have more than one.)

    select_merch_2x.png

  3. Click or tap the Merchant Info tab.

    edit_merch_acct_2x.png

View or Edit Merchant Account Information

View Your Merchant Information

You can review the following information about your merchant account:

  • Under Merchant Info, you can review your Merchant ID, Prospect ID, and type of hardware.

  • Business: you can view your Doing Business As (DBA), Legal Business Name, Address, and Website.

  • Bank Document: you can view your bank information, the amount of time you've had the account (Time of Ownership), and your Employer Identification Number (EIN).

  • Business License: you can view your Business Type, MCC/SIC Code, Monthly Volume, and the percentage you own of the business.

    You'll only see the Percent Owned option if you select LLC, Private Corporation, or Public Corporation as the business type.

    percent_owned_web_2x.png

  • Personal: you can see your Name, Address, Email, Mobile Number, and Social Security Number.

  • Personal ID: you can see your ID Number, the state the ID was issued, the date the ID was issued, the expiration date of the ID, and your Date of Birth.

Update/Edit Your Merchant Information

  1. Click or tap Edit to change your merchant information.

    edit_merch_acct_2x.png

  2. Enter your SSN and DL/ID number, then click or tap Verify.

    edit_sec_questions_2x.png

    Now you can edit information on the Merchant Information tab.

    You can change the following:

    • DBA

    • Banking Information

  3. Click Save to finish.

Apply For a New Merchant Account

  1. Navigate to Settings → Credit Card Application.

    credit_card_application_web_2x.png

    Note

    On Vagaro Pro, navigate to More → Settings → Credit Card Processing.

  2. Open the Merchant Account drop-down menu, then select Apply For Vagaro Merchant Services.

    apply_for_merchant_web_2x.png

  3. Select your business's Monthly Credit Card Processing Volume. Click here to learn more about credit card processing rates for small and large businesses.

    monthly_cc_volume_web_2x.png

  4. Apply all required information and then click or tap Submit Application. For more information on what is required to submit the application, see Sign Up for Credit Card Processing.

  5. Once the application is approved, send a request to support@vagaro.com to remove the previous merchant account. You will receive an email when approved.

Additional Information

Taking FSA/HSA Payments

To take FSA and HSA payments, you must select one of the following industries when signing up for credit card processing.

  • Chiropractors, Chiropractic Offices (FSA/HSA)

  • Medical Services and Health Practitioners (FSA/HSA)

Contact support and request approval to process FSA/HSA cards if you already have a merchant account. Provide proof that your business is a valid medical/health practitioner through email, and let us know what category you fall into from the codes listed below. This process takes 2-3 business days.

Note

You must attach proof that you or your business is a valid medical/health practitioner with a Business or Cosmetology License. The file formats we accept are PDF, JPG, and PNG.

  • 8011 - Doctors

  • 8021 - Dentists/Orthodontics

  • 8031 - Osteopaths

  • 8041 - Chiropractors

  • 8042 - Optometrists, Ophthalmologists

  • 8043 - Opticians, Optical Goods, Eyeglasses

  • 8049 - Chiropodists, Podiatrists

  • 8050 - Nursing and Personal Care Facilities

  • 8062 - Hospitals

  • 8099 - Medical Services and Health Practitioners

Change Your EIN

To update the EIN for your merchant account, you must submit a new merchant application with the new EIN. Once the account is approved, send a request to support@vagaro.com to deactivate the previous account.

If you entered the wrong EIN, please contact support and attach your W-9 form to make a correction.

When adding the Business Information, select the Type of Business, enter the percentage of the business you own, and then enter the correct EIN.

ein_web_2x.png

Close Merchant Account

Please contact Vagaro to close your merchant account. If you close your merchant account within 12 months of receiving your Free Credit Card Reader, you will be charged a $100 early cancellation fee.

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