Step 1: Submit the onboarding form
Collect the following information before you start:- Primary and additional contact name and email (for account users)
- Payment processor
- Primary business name (DBA)
- Billing and legal address
- Industry
- Sandbox or staging URL (optional)
- Shopping cart platform
This information creates a unique account for your company.
Step 2: Access production and sandbox
When your account is ready, you receive two invitation emails: one for production and one for sandbox. These are separate accounts. From either dashboard you can add users, retrieve API keys, and configure your store.Step 3: Set up Bolt Payments (optional)
If you use Bolt Payments, gather company, owner, and bank details with your internal teams before you start.- Go to Payments > Set up Bolt Payments.
- Under Company Information, enter business name, EIN, and year founded.
- Under Owner Information, enter owner identity, address, date of birth, last four SSN digits, stake percentage, and card-processing history.
- Under Bank Information, enter account and routing numbers.
This information supports tax reporting, identity verification, and payment payouts.
Step 4: Add support contact information
Before you go live, add shopper support channels:- Go to Administration > Business Information > Support Contact Information.
- Enter support phone number and support email address.