Complete Your Onboarding

Run the setup wizard the first time you create a store.

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Overview

Onboarding is the short setup wizard you run the first time you create a store. It has four steps: “Store Details”, “Address”, “Company Details”, and “Payment Details”. The address, company, and payment steps can be skipped and completed later from your store settings. You reach onboarding after accepting an invitation or creating a new store. You can also start it for an additional store by clicking your store name in the upper left corner and choosing “Add new store”.

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Step 1: Store Details

Enter the essentials for your store:

1. Enter a “Name”.
2. Enter an “Email”. This is the public contact email for your store.
3. Optionally enter a “Handle”. The handle becomes the URL slug for your store. Leave it empty to generate one from the name.
4. Select a “Currency”.
5. Click “Continue”.

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Step 2: Address

Enter your business address:

1. Enter a “Name” for the address, for example Headquarters.
2. Enter the “Address”, and optionally “Apartment, suite, etc.”, “Postal Code”, and “City”.
3. Select a “Country”, and optionally enter a “State”.
4. Click “Continue”, or click “Skip” to add this later.

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Step 3: Company Details

Enter your business details if you are registering as a company:

1. Optionally enter “Company”, “Registration number”, and “Tax ID”.
2. Click “Continue”, or click “Skip”.

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Step 4: Payment Details

Tell the marketplace how you want to receive payouts:

1. Select a “Country”.
2. Enter the “Account name”.
3. Enter your bank details. These depend on your country:
   • For the United States: “Account number” and “ACH routing number”.
   • For other countries: “IBAN”, “Account number”, and “SWIFT / BIC”.
4. Click “Complete setup”, or click “Skip”.

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After onboarding

Your store account is created with a “Pending” status while the marketplace reviews it. You are notified by email once the review is done. In the meantime, you can select your store and continue setting it up. If any required information is still missing, a “Complete profile” block shows what is needed.

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Next steps