This week, we’re spotlighting two features that simplify operations from day one: Customer Onboarding and Notifications. Each tool is designed to automate a different part of the process—collecting information upfront, keeping payments on track, and eliminating manual follow-ups—helping merchants build automation into their daily operations while creating a smoother experience for both their team and their customers. Simplify Onboarding and Keep Payments Moving ➡️ Customer Onboarding Share an easy link or QR code on your website or through digital channels. Customers can quickly and securely add their basic details and authorize payment methods to be stored on file (if needed). This automation streamlines onboarding by collecting all required information up front—making it efficient for your merchants and easy to fold into everyday operations. This feature can be found under Customers > Customer Onboarding Link Notifications Keep everyone informed automatically. Customer Notifications Send payment requests by email or SMS—set globally for your site or customize per customer within the Customer tab. While email remains the standard for invoicing, adding SMS delivers messages faster and increases visibility—helping merchants reach customers quickly and drive faster payments. Faster reach: texts are typically seen within minutes. Higher completion: many customers prefer SMS for convenience. Better…
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As a business owner you are busy, which makes it easy to overlook the importance of reviewing your...