New Merchant Boarding Flow

Within this document, you'll find two important flowcharts designed to help you smoothly navigate the onboarding process as the connection point between the platform and the Merchant. The first chart gives you a quick overview of the boarding flow, showing you the steps involved in the Merchant boarding process.

Whether you are just starting or looking to deepen your understanding of the onboarding process as a Referrer, these flowcharts help you ensure a smooth and successful onboarding experience for both the platform and the Merchant.

Click on the flowchart to expand.

Below is an interactive flowchart that dives deep into a risk-focused boarding flow. This thorough flowchart outlines the risk review process at each stage of the onboarding journey for new Merchants.

There are two tabs located at the bottom left of the interactive flowchart below:

The first is the full boarding flow with API boarding status alongside risk review stages. This flowchart encompasses Referres using autoboarding features.
The second is a summarized boarding flow giving a simpler, high-level flow for general understanding.

You can easily switch between these pages by hovering your mouse over the tabs displayed at the bottom of the flowchart.