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Workflow 1: Boarding Your First Merchant
Complete workflow for boarding your first merchant.
- Gather merchant information - Collect all required business details, contact information, and preferences.
- Determine pricing strategy - Calculate appropriate buy and sell rates based on merchant volume and your profit goals.
- Log in to the Partner Platform and clickMerchants.
- ClickAdd Merchant.
- Enter all business details and MCC.
- Set buy and sell rates.
- Configure processing settings and services.
- Verify all information and submit.
- Use the "Send Activation Link" option to email the merchant.
- Ensure that the merchant completes activation.