Onboarding Checklist
Fill in or gather the items below before starting self-guided onboarding or your demo call.
Item | Details to enter / provide |
User account | Create an admin login (email + password) |
Business name | Legal entity or DBA |
Business phone | Direct line or main support number |
Email | Primary contact for ChargeResolve notifications |
Website URL | Public storefront or SaaS domain |
Current processor | Stripe, PayPal, NMI, Authorize.net, etc. |
Billing descriptors | What appears on customers’ card statements |
CAIDs (if applicable) | Card Acceptor ID(s) from your processor |
BINs (if applicable) | Bank Identification Numbers tied to your MID(s) |
Visa ARN codes (if applicable) | Acquirer Reference Numbers for recent disputes |
Payment info | Card or ACH details for subscription billing |
Keep this sheet handy; you’ll enter each field during the onboarding flow or share it on the demo call.