Tutorial 01:  Set Your Preferences Before You Start

If your business is located in the United States, the only setting you will likely need to change is your time zone.

Open the Preferences menu to review or update your country, date and time formats, currency, and other settings.

Tutorial 02:  Quick Tour

In this video, we'll introduce the main features and settings of the Merchant App:

1. Setup Your Brand – Add your logo and business description to display across all stores and offers.
2. Create Regions – Organize multiple store locations into groups.
3. Create a Store Location – Add your store details, photos, and business hours.
4. Create an Offer – Publish offers for customers to discover and reserve.
5. Create Users and Assign Roles – Give employees access based on their responsibilities.
6. Close Deals – Redeem reserved and paid deals.
7. Redeem Bonus Coupons – Accept bonus coupons and receive their value.
8. Make Transfers – Send DealCoins to other members.

Tutorial 03:  Setup Your Brand

Setup your brand logo and description to be displayed across all stores and offers.

At any time, you can go to Preferences > Setup Branding to update your branding. Changes will automatically be reflected in all your stores and offers.

Tutorial 04:  Create Regions

If your business has only a few store locations you do not need to create regions. However, if you have many locations and plan to create different offers for different groups of stores, or if you have employees who manage multiple stores, creating regions can be helpful.
Users assigned to a region will automatically have access to all stores in that region.
Offers assigned to a region will be available at all store locations in that region.
You can create any regions that best fit your business needs.
To create a Region, go to the Regions menu, and enter a name and description.

Tutorial 05:  Create a Store location

You must create at least one store location, even if it is the same as your legal address. Mobile or home service business with no fixed address? Read this first.

• Enter the store name, address, phone number, and email address.
• Add attractive photos of the storefront and interior.
• Set your business hours. You can add up to two time periods per day.
• If needed, add special dates when your store will be open outside its normal business hours.
• Preview your store location and save it.

Tutorial 06:  Create an offer

You must create at least one store location before creating an offer.

1. Upload or take photos. The firt image becomes the main image.
2. Add a title, select the correct category and enter a description.
3. Choose the groups this offer is intended for: Men, Women, or Family. Select all that apply.
4. Enter the regular price and offer price, keeping cashback in mind.
5. Set the available quantity, the number of hours before the reservation expires, and the days and times when the offer is valid.

Tutorial 07:  Create Users and Assign Roles

If you have employees, you can create users, assign roles, and grant permissions such as viewing the wallet, viewing transfers, and sending transfers.

• Owner: Full access to all features.
• Director: All permissions, except managing the Owner account.
• Manager: All permissions except managing Directors.
• Advertiser: Can create, manage and publish offers.
• Designer: Can create and edit offers but cannot publish them.
• Agent: Can close deals

Tutorial 08:  Close a deal

Reserved Deals
Collect payment from your customer as usual.
Paid Deals
Get paid instantly. DealCoins are transferred from the customer's wallet to yours with no credit card processing fees.
Paid deals are marked PAID on a green background.

Tutorial 09:  Redeem Bonus Coupons  and receive their value

Ask your customer to display the bonus coupon they want to redeem and scan its QR code. The Value of the coupon will be transferred the customer's wallet to your wallet.
All you need to do is Honor the coupon value as a discount on whatever the customer wants to purchase from you, whether it's a CloseDeal offer or any other product or service.
When you scan and redeem the coupon, you receive its full value. If the customer uses the coupon toward a purchase that is not a CloseDeal offer, there are no CloseDeal fees, and you keep the entire value of the coupon.

Tutorial 10:  Making Transfers

This video will show you how to Send a DealCoin transfer to any other member.
To receive a transfer you can display My QR and ask the sender to scan it, or ask the sender to enter your username.
Then, the sender must then tap Verify to confirm your business name before sending DealCoins.
To send DealCoins to a consumer, the consumer must first complete their profile with their first name and last name. This allows you to verify that you are sending DealCoins to the intended recipient.

Tutorial 11:  Cashing out DealCoins as money to your bank.

Use the Withdrawals menu to cash out your DealCoins to your bank account at a rate of 100 DealCoins = $1.00.
First, you’ll need to create your CloseDeal Stripe account. Simply tap Create Account and wait 10-15 seconds for the process to complete.
Next, tap Add necessary info. You’ll be redirected to Stripe to verify your identity and connect your bank account.
All sensitive information, including your bank account details, is securely stored and processed by Stripe.