You can create your own merchant dashboard account and begin configuring your checkout today! You can configure payment and support information later, once you have access to the dashboard.

Step 1: Create Bolt Account from the Onboarding Form

Collect the following information and use it to fill out the onboarding form:

• Primary and Additional Person Name and Email (to create account users)
• Payment Processor
• Primary Business Name (DBA Name)
• Billing Address
• Legal Address
• Industry
• Sandbox/Staging URL (Optional)
• Shopping Cart

After you’ve filled out the form, we’ll get started generating your account!

Step 2: Access Your Account

After your account is generated, you’ll receive two emails in your inbox, inviting you to log into your production and sandbox accounts (these are separate accounts). From there, you can add new users, retrieve your API Keys, and configure other parts of your account.

Step 3: Fill Out Owner, Company, and Payment Information in Your Dashboard Account

If you plan to use Bolt Payments, work with your internal teams to gather the following required information to ensure you can give and receive payments from shoppers, as well as receive payouts from Bolt:

Company, Owner, and Bank Information

1. Navigate to Payments.
2. Go to Set up Bolt Payments and scroll to Company Information.
3. Fill out the following fields:
   • Business Name
   • Company Employer Identification Number (EIN)
   • Year Founded
4. From the same page, scroll to Owner Information.
5. Fill out the following fields:
   • Account Number
   • Routing Number
   • First Name / Last Name
   • Job Title
   • Address Line 1
   • City
   • State
   • Zip Code
   • Date of Birth
   • Last 4 Digits of SSN
   • Stake %
   • Have you accepted credit cards before? (Yes / No)
   • Annual Credit Card sales volume (Expected in $)
6. Go to Bank Information.
7. Fill out the following fields:
   • Account Number
   • Routing Number

Step 4: Fill Out Other Information

Before you set up your store, we recommend you fill out the Support Contact Information page.

1. Navigate to Administration.
2. Go to Business Information and select Support Contact Information.
3. Fill out the following fields:
   • Support Phone Number
   • Support Email Address