Onboarding and account type

After first login (or when account type not chosen yet) the app shows account type choice: Individual (payments, bookings) or Business (sales, creating organization). Screens below.

Screen 1: Account type

Two cards: Individual and Business. Short description under each. Select a card, then Continue.

Option: Individual

You use Zevio as customer - payments for others' offers, subscriptions, bookings. After Continue you go to dashboard in user view. Left menu: Home, Transactions, Calendar, Organizations, Subscriptions, Pay for offer, Settings. You will not see: Offers (create), Customers, Analytics, Plans, Developers.

Option: Business

You run sales - offers, transactions, customers. After Continue organization onboarding starts (steps 2-4 below).

Screen 2: Company details (Business only)

Company details form:

  • Tax ID (required).
  • Fetch from registry - after entering tax ID fills company name, address and contact automatically.
  • Or Fill manually - then you enter: Name, Contact person, Phone, Address, Postal code, City, Country, Timezone, Terms link, Privacy policy link.

Bottom button Next. Validation: e.g. required tax ID, invalid format - messages by fields. After valid submit Next goes to Screen 3 (Branding).

Screen 3: Branding (Business only)

Branding form (payment page look):

  • Website URL (optional). Fetch brand - system may fetch brand data from URL.
  • Logo upload - drag file or choose; crop option.
  • Brand color - used on payment and checkout page.
  • Checkout preview - how payment page will look with your logo and color.

Back (to company details) and Create. Create goes to Screen 4.

Screen 4: Creating organization and finish

Creating organization… (loader). Then success message. Sometimes Tpay activation link with short instructions. Finish - takes you to dashboard in the new organization. Menu: Offers, Transactions, Customers, Analytics, Plans, Settings (Organization, Team), Developers.

Organization switcher

Top bar has organization switcher: current organization or "personal account". Click to see list: choose another organization or personal account. Menu content depends on selection: with org - Offers, Transactions, Customers, etc.; personal - Transactions, Calendar, Organizations, Pay for offer, etc.

Onboarding and account type | Zevio