Onboarding links

Create, send, and view account onboarding links in the Dashboard.

Use Moov’s hosted onboarding process to create business or individual merchant accounts right in the Dashboard. Pre-fill data then select capabilities and a pricing plan. Send the form directly to merchants to complete on their computer or phone.

Onboarding link

Onboard form

Navigate to Accounts > Onboarding links to create a new onboarding link.

The onboarding form allows to create business or individual accounts. You can prefill existing customer data like names and contact info. You’ll select capabilities for the account, as well as a pricing plan.

You can provide an optional return URL and terms of service URL under Advanced options. A return URL is where you would like to send users after they’ve completed the form. If you need users to agree to your own terms of service, you can provide the URL in that field.

Preview pricing plans & disclosure

Select a pricing plan from the list to preview it. The preview will display the rates for the following:

  • ACH
  • Card acquiring
  • Instant payments (RTP)
  • Transaction management fees
  • Platform fees
  • Network fees

Device compatibility

Customers can complete the form on both desktop and mobile.

View the status of links you’ve sent out or create a new link to send to a merchant.

Summary Beta