What is the onboarding process for new merchants, brands, or branches?

What is the onboarding process for new merchants, brands, or branches?

What is the onboarding cycle or timeline?

Notes
Onboarding happens every 2 weeks, but for express onboarding, contact your Customer Success Manager

We generally try and get you up and live within ~2 weeks of signing the contract. To achieve this, all steps in the onboarding process must be completed.

If you need to go live sooner, please reach out to your Customer Support Manager.

What is the onboarding process for new merchants, brands, or branches?

First-time or new merchants

Info
Please fill out the Master Onboarding Form (MO Form)
  1. Submit MO Form
    The Master Onboarding Form (MO Form) is sent to you by our Onboarding Team. Completing this form allows us to understand your business and get you set up in our system.

  2. Issued Invoice
    We will issue you an invoice to pay for the services as stated in our contract.

  3. Pay Invoice
    Once you pay the invoice, we will begin setting everything up as necessary.

  4. Submit OB Request
    Once we receive your MO Form and payment, we will submit your Onboarding Request (OB Request) on your behalf.

  5. Customer Training
    We will then schedule a training session with you to kick things off and get your staff familiar with the klikit app/ product.

  6. ...Go Live!

Adding new brands or branches

InfoPlease fill out the Onboarding Request Form (OB Request)
  1. Submit Onboarding Request Form (OB Request)
  2. Reach out to your Customer Success Manager 
  3. ...Go Live!

Webshop or Pre-Paid Reservation

InfoPlease fill out the Know Your Customer Form (KYC Form) 

  1. KYC/Payment Account Creation
    Depending on your country - we will need you to fill up the Know Your Customer Form (KYC Form) so we can pay you.

  2. Marketing Activation Training
    We will also schedule you a session with some our marketing experts to help make the most of your new tools

Need Help? Contact us on Live Chat
Info
Tap "Live Chat" button on the right bottom corner your screen




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