Help center › Settings, roles and agencies

For agencies: setting up Rowan for a client

Install, the sidebar, sub-account features, pricing program and payments onboarding.

1. Install Rowan on the client's sub-account from the app marketplace. Rowan adds its pages to the sidebar, opens to the Register, and hides CRM pages a front desk doesn't need.
2. In the sub-account's Features & limits, turn off features the client won't use; Rowan sends staff back to the Register instead of a hidden page.
3. Pricing program: set dual pricing, cash discount, surcharge or standard (and the rate) in the Rowan agency console. Merchants can't change it, so it always matches their processing agreement.
4. Payments: for DropTheFee merchants, the agency console tracks onboarding and connects the terminal. Otherwise add the terminal in Card terminals.
5. Have the owner run the business type wizard and the setup checklist.
6. Automations send through the client's own workflows, number and email; publish the Rowan workflows in the sub-account.

Still stuck? Contact support.