This guide will show you how to onboard a business using two approaches: Via Business Invite and a Single Business Upload.
Approach 1: Send invite via email
This approach allows you to quickly invite businesses to begin their application process.
Step 1: Send Invite:
Click on the send invite paper plane icon
Once in their invitation link, fill in the appropriate information and the business will receive an email prompting them to begin their application.
Step 2: Send Invitation:
Fill in all the fields with the red asterisk in order to send the invitation to the business merchant's email.
Step 3: Email Link
The merchant will now receive an email from your company inviting them to begin their application.
Note: You must have CRO access to send an invitation.