Day One Onboarding
PLACEHOLDER — Replace this with your real day-one onboarding content.
Your first day
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Required reading (in this order)
- (Add link) — How we talk to merchants
- (Add link) — Elavon vs CardConnect: which is which
- (Add link) — How to identify a merchant when they call
- (Add link) — Escalation paths
- (Add link) — Top 10 common questions you’ll get
Tools you’ll use
- (Add link) — Internal CRM walkthrough
- (Add link) — Elavon partner portal
- (Add link) — CardConnect CardPointe walkthrough
Day-one questions to expect from merchants
| Question | Where to look |
|---|---|
| ”Why didn’t my deposit hit?” | Funding |
| ”How do I connect my A80 to wifi?” | Terminals → PAX A80 |
| ”How do I dispute a chargeback?” | Chargebacks |
| ”I need to update my bank account” | Account changes |