General Onboarding

Account Onboarding

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Customer Details
Organization Name*
Parent Company (if applicable)
Type of Business *
Tax ID *
address
Organization Street Address*
City*
State / Province*
Postal / Zip Code*
contact information
Organization Phone Number
Organization Website
Admin information
We will use this information to configure the Admin Account on the platform and send an invitation to log in. Admins can then add additional users.
First Name
Last Name
Job Title
Contact e-mail (ie. name@company.com)
Contact Phone Number

Program overview
This helps us understand if there are any unique configurations your programs will require.
Use Case
Is there any unique messaging that you would like to include with offer's text/email?
Card Design
Upload Logo that you wish to appear on card (Logo files should be provided in .PNG format with a transparent background
Accepted file extensions: .PNG
Cancelof
Card Background Color (provide Hex)
Card Font color

AP contact
First Name
Last Name
Contact Information
AP e-mail (ie. name@company.com)
AP Phone Number
E-mail where invoices need to be sent (ie. name@company.com)
AP Mailing Address
PO Box
City
State / Province
Postal / Zip Code
AP Fax Number
Signature
Are you authorized to sign the Account Agreement? We will send a secure electronic signature link to the appropriate person.

Yes, I am authorized and agree to the Account Agreement.No, Please direct the agreement to someone else in my organization.
Please fill out the contact information below. We will send a secure electronic signature link of the Account Agreement to the assigned person.
First Name
Last Name
Job Title
Contact e-mail (ie. name@company.com)
Terms and services & Privacy policy
By checking this box, you confirm you have read, understand, and agree to our Terms and Services and Privacy Policy.
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Account Onboarding