Onboarding
Business Onboarding Checklist
Printable checklist to ensure every merchant reaches activation.
5 min read
Activation checklist
Work through these steps with every new business:
- Organization profile complete (address, phone, type)
- Owner email verified
- Stripe Connect onboarding finished
- At least one product or service published
- Business listed publicly (if applicable)
- First order or booking completed
- POS device paired (retail/service locations)
- Payment link sent (optional remote sales)
Suggested timeline
Day 0–1: Create business, complete profile, start Stripe
Day 2–3: Publish catalog, test a transaction
Week 1: POS or Pay setup if needed
Day 30: Confirm ongoing activity for retention credit