Configuring Hosted Merchant Onboarding

Hosted Merchant Onboarding allows merchants for tailoring the onboarding experience to match their branding, communication, and operational preferences. Use the following configuration options to align the platform with your business needs.

Branding

Add your company logo to create a consistent, branded experience for merchants during onboarding.

Communication Settings

• Postback URL- Define the URL where system-generated transaction updates and status notifications will be sent.

• Support Contact Information- Update the support email address and phone number shown in system-generated emails. This ensures merchants know how to contact your team during the onboarding process.

User Management

Enable automatic creation of user accounts for both the Merchant Portal and Virtual Terminal. This simplifies access setup once onboarding is complete.

Reminder Emails

Configure automatic reminder emails to prompt merchants to complete their applications before the expiration period. By default, a reminder is sent 3 days before expiration. You can also choose to send reminders 2 days or 1 day before expiry.

Application Completion Rules

Define how application completion is determined based on your business model or industry requirements. Work with your onboarding representative to set the appropriate logic.