STEP – BY – STEP REGISTRATION PROCESS

1. To fill out the online application, visit the link provided by your council and click Get Started

Select “Choose Plan 1”

Leave this page as is,

then select “Proceed”

Enter Your Scout

Unit’s Info on this

page.

If you do not have a

fax #, you can use

555-555-5555.

You must enter a

valid email address

and phone number

In the DBA Name field, please enter your

Scout Unit or Pack Number, then the Name

of your District.

Example:

Scout Unit #123, Frontier District

Un - Check this box

Enter Your Personal

Info in this section.

For your Social

Security Number, use

111111111.

For your Date of

Birth, use

01/01/2013

Then select

“Proceed”

Enter your Scout

Unit’s Federal Tax

ID, Tax Filing Name,

and Tax Filing State

in this section.

Please enter all

other information

exactly as shown

here.

**Important**

The Tax Filing Corporation Name should match exactly with the

Federal Tax ID information on file with the IRS.

Enter Your Banking

Information here

and select

“Proceed”

The Routing Number is always a 9 digit number

Enter the amounts

as shown and click

“Proceed.”

Please Note: If you

would like to accept

Amex, you may do

so, but their rates

are higher than Visa,

MasterCard and

Discover.

You are now on the

final “Review and

Submit” step.

Review your

information. If

everything is correct,

select “Proceed.”

Please read the Terms and Conditions, and if you agree, let us know by selecting “I AGREE”

Your application has

been submitted!

Within 48 business hours of submitting your application, you will receive a Welcome Letter from NA–SPS–

Operations-Deployment@sage.com, showing your Unit Number, Merchant ID number, and several attachments.

You do not need to do anything with this letter, but you should save it, as it contains the 16 digit Merchant ID

number that you may need to refer to later. Please feel read over the attachments as well.

After receiving the Welcome Letter, you will receive a second email, this time from

VirtualSupport@sage.com (shown below). The subject of the email will be “New Sage

Mobile Payments Account Setup For (your Unit name)” Click the Launch button or

copy/paste the URL into your Internet browser.

** Please note, if you do not receive this 2nd email within 24 business hours of receiving the

1st welcome letter, please contact support at 888-477-8570 or mobilesupport@sage.com.

Please have your 16 digit Merchant ID ready if you call. If you email support, place the 16

digit Merchant ID in the subject line of the email for faster response.

You will then be directed to the Registration Page below. Please enter 1111 for the last 4

digits of your SSN and click Submit.

Note: Items shown in red will be specific to your Unit.

After you submit the 4 digit code, you will be directed to the Place New Order Page.

Please fill out all the blank fields. You will need to create a username and password. Then

click Submit Order.

Approximately 5 to 10 minutes after you Submit Order, you will receive the below email,

confirming the username and password that you created during your registration process.

Note: Items shown in red will be specific to your Unit.

If you have not done so already, you should now download the Sage

Payments Mobile application on your smart phone or tablet.

See download instructions (separate document).

After the application has been

downloaded on your mobile device,

select the Sage Payments app icon on

your smart phone or tablet

Then enter the User ID and

password you created.

Finally, plug the swipe device into your audio jack. Be SURE your phone is on its

MAXIMUM volume (NOT on mute).

You are now ready to begin accepting credit cards!

Service & Support For assistance with the registration, setup and functionality of

the Sage Mobile Payments application, please contact:

888-477-8570 or Email:

mobilesupport@sage.com

Please reference your 16 digit merchant ID # (beginning with 3948)

Support Hours

Monday – Friday, 8:00am – 12:00 am midnight ET

Saturday – Sunday, 8:00am – 8:00pm ET

For additional information including mobile demos, please visit the Sage Self Service Portal:

www.sagepayments.com/Support-Resources