Onboarding
Step-by-step: Onboarding a New Business
Walk through the partner business onboarding wizard from lead to live merchant.
10 min read
Before you start
Confirm the prospect's business type (product, service, or both), primary contact, and that they can complete Stripe identity verification.
Convert a qualified lead from the Leads pipeline to pre-fill the wizard, or start fresh from Businesses → Onboard business.
Wizard steps
The onboarding wizard collects:
- Organization details — name, address, type, currency, timezone
- Owner account — name, email, optional password for new users
- Public listing preferences and territory alignment
After creation
A PartnerBusinessActivation record tracks setup completion. Open the business detail page to see milestones: profile, payments, catalog, POS, first transaction, 30-day activity.
Schedule a handoff call with the owner once Stripe Connect and initial catalog items are in place.