Merchant Onboarding

Merchant onboarding is the process of registering a new merchant in the Convenient Checkout system. This guide outlines the required information, configuration steps, and best practices to ensure a smooth onboarding experience.

Onboarding begins when a prospective merchant submits the Convenient Checkout Engagement Form with business, treasury, and technical stakeholder details. See Merchant Intake & Onboarding for the business-level overview.

This page is shared across both adoption paths

This onboarding process applies whether you're adopting V2 directly as a net-new merchant or migrating an existing V1 integration. Complete it first, then continue to the guide that matches your situation.

Requirements Checklist

Before starting, ensure you have the following:

• Merchant details
• Merchant group information
• Webhooks configured
• Reports setup

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Merchant Information

Collect the following information from the merchant:

• Merchant Name
• Merchant ID
• Merchant Group
• Customer Identifiers (e.g., patient ID, first/last name)
• Stripe Connect Account ID
• Language Preference

🔒 InternalInternal information — not visible in the public (merchant) site.

• Merchant Settings
  • Payment Method Settings
  • Enterprise Settings
  • Transaction Metadata
  • Sender Information for Communication Channels

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Roles & Responsibilities

Role	Responsibility
Merchant business/treasury/technical owners	Provide stakeholder details and merchant information via the Engagement Form
CCG onboarding team	Review the submission, provision the merchantId, and complete merchant configuration
Merchant's implementation team	Complete the integration steps for their chosen adoption path (direct-to-V2 or migration)

Expected Outputs

By the end of this step, you should have:

• A provisioned merchantId
• Configured merchant settings (payment methods, enterprise settings, transaction metadata, sender information)
• Confirmation from CCG that merchant configuration is complete

Completion Criteria

• All items in the Requirements Checklist above are complete
• merchantId has been provisioned and confirmed by the CCG onboarding team
• CCG onboarding team has reviewed and configured merchant settings as needed

Once complete, continue to your adoption path's integration steps: Direct-to-V2 Integration Steps or the V1 to V2 Migration Guide.