Troubleshooting

Common Onboarding Issues & Fixes

Quick fixes for stalled activations and setup blockers.

8 min read

Stall patterns

Most stalls happen at Stripe Connect, empty catalog, or no first transaction within 14 days. The partner dashboard flags at-risk businesses and creates follow-up tasks.

Quick fixes

Document each intervention in lead notes or partner tasks for audit trail.

Stripe pending — owner completes verification in Stripe dashboard
No products — partner creates starter catalog items with owner approval
Email not verified — resend verification from auth portal
Wrong org type — update organization type if product/service mismatch
POS not connecting — confirm correct organization and staff login