Organization onboarding

After first login as a merchant choose Business and complete organization creation. Screens below in onboarding order.

Screen 1: Choose Business

Business card (sales: offers, transactions, customers). After Continue organization onboarding starts (screens 2-4).

Screen 2: Company details

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, Subscriptions and payments, Customers, Analytics, Plans, Settings (Organization, Team), Developers.

Organization switcher

Top bar has organization switcher: shows the current organization name. Click to see organizations you belong to - pick another to switch context (offers, transactions and customers are separate per organization).

Organization onboarding | Zevio