Merchant Intake & Onboarding
Merchant Onboarding is how a prospective merchant starts the process of accepting payments through Convenient Checkout. The merchant's business, treasury, and technical stakeholders submit the Convenient Checkout Engagement Form, which kicks off scoping, configuration, and implementation planning for the new merchant.
To configure a merchant after onboarding is initiated, see the Merchant Onboarding integration guide.
Key Benefits
A new healthcare provider wants to accept patient payments online. Their business owner submits the Engagement Form with business, treasury, and technical contact details and an estimated implementation date. The Convenient Checkout team uses that submission to plan configuration instead of collecting the same information over email threads and calls.
| Without the Engagement Form | With the Engagement Form |
|---|---|
| Stakeholder details are collected ad hoc over email and calls | One submission captures business, treasury, and technical owners |
| Implementation timelines are estimated without volume context | Annual payment volume and target date are captured up front |
| No single record of who requested onboarding | A tracked form response starts the onboarding record |
How It Works
| Step | Outcome |
|---|---|
| Prospective merchant submits the Engagement Form | Business, treasury, and technical stakeholder details are recorded |
| Convenient Checkout team reviews the submission | Scoping and implementation planning begins |
| Merchant configuration is completed | The merchant is set up to process payments |
Business Rules
Pre-Conditions
- The prospective merchant has identified a business owner, treasury owner, and technical owner.
- The merchant has an estimated annual payment volume and target implementation date.
Post-Conditions
- The submission is routed to the Convenient Checkout team to begin onboarding.
- The merchant record moves into configuration once stakeholder details are confirmed.
Constraints
- The Engagement Form does not configure the merchant automatically; it starts the onboarding process.
- Form fields and routing are owned by the Convenient Checkout team and may change without a documentation update.
Scenarios
Onboarding Scenarios
| Scenario | Outcome |
|---|---|
| Merchant submits the Engagement Form with complete stakeholder details | Onboarding and scoping begin |
| Merchant submits the form without a technical owner | The Convenient Checkout team follows up to collect missing details |