Training & Support
A Trusted Partner
Guided implementation, training, and 24/7 support
Setting you up for success
Businesses today need to prioritize simple, secure payment processing. Two key aspects of payment processing is the intial merchant onboarding and then, the ongoing support. These together lay the foundation for a streamlined, compliant, and efficient payment processing system.
Although the details of merchant onboarding are complex, the process doesn’t have to be complicated. Here’s a high-level overview of what you need to know during onboarding and the support that comes post-implementation.
Pre-Implementation Steps
1
Statement Analysis and Rate Comparison
2
Identify Current Pain Points
3
Solution Presentation
After our analysis, we come back with a presentation on how we can maximize your profits and better streamline your business as it related to payments.
4
Online Application Process
Apply with ease using our secure online application with digital signature that helps simplify and accelerate the approval process.
5
24-Hour Underwriting Approval
Once the application is signed and submitted, our underwriting team will review and approve new merchant accounts within 24 hours.
6
2-Day Equipment Delivery
Once your merchant account is approved, you will receive the processing equipment with 48 business hours.
Post-Implementation Steps
1
Equipment Installation | In-Person or via Phone
All equipment comes pre-programmed to accept payments right away. We can provide assistance with setup, just let us know!
2
Owner and Staff Training
With our packaged training, we ensure all employees and staff are comfortable operating the equipment before going live.
3
Transaction Testing and Quality Assurance
All of our terminals are tested before shipment. We also run another test transaction once the device arrives at the business location.
4
Ongoing Training at Owner's Request
We are always here to help and train staff. Our goal throughout our partnership is to make sure every employee is comfortable using our devices.
5
24/7 Customer Support
Your relationship manager is your primary contact and is always US-based. Our processor has 24/7 customer support available, as well.