In order to process payments and refunds for registration and lead retrieval, you must first complete a Merchant Agreement and link an appropriate bank account to your event.
1. Login with your credentials into the Expo Pass Web Application and choose the appropriate event.
2. Click on your initials in the upper right hand corner.
- You should see two tabs, “Company Profile” and “Merchant Agreement Status”
- Click on “Merchant Agreement Status”
3. Read through and agree to the Merchant Agreement.
4. Complete the Merchant Identity Verification:
5. Enter your banking information.
- The bank account information you enter will be used for payment processing and deposit for (if applicable): Registration and Lead Retrieval (if choosing to mark up the cost of Lead Retrieval)
6. Once your Merchant Agreement has been approved, your Merchant Agreement Status will change to approved: