Merchant Onboarding

Merchant onboarding is the process of registering a new merchant in the Convenient Checkout system. This guide outlines the required information, configuration steps, and best practices to ensure a smooth onboarding experience.

Onboarding begins when a prospective merchant submits the Convenient Checkout Engagement Form with business, treasury, and technical stakeholder details. See Merchant Intake & Onboarding for the business-level overview.

Requirements Checklist

Before starting, ensure you have the following:

• Merchant details
• Merchant group information
• Webhooks configured
• Reports setup

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Merchant Information

Collect the following information from the merchant:

• Merchant Name
• Merchant ID
• Merchant Group
• Customer Identifiers (e.g., patient ID, first/last name)
• Stripe Connect Account ID
• Language Preference
• Merchant Settings
  • Payment Method Settings
  • Enterprise Settings
  • Transaction Metadata
  • Sender Information for Communication Channels