Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Four things to do
To start taking cards through Fiserv, Kuee has already filled in your application. You only need to do four things: open the signing email, register an account, review the details, and sign. The store on screen is a demo.
▶ Play from this scene2Open the signing email
You'll get an email from CardPointe saying your CardPointe application is ready to sign. CardPointe is Fiserv's payment platform. Click Sign My Application.
▶ Play from this scene3Register a CardPointe account
The first time, you register a CardPointe account: choose a username and password, then click Register Account. Your progress is saved, so you can log in later and pick up where you left off. On the right are the three steps ahead: create a log-in, review the information, and submit.
▶ Play from this scene4Review the prefilled details
The application has five steps, and everything we prefilled is already there. Look over each item, and correct the name, address or phone right there if anything is wrong. Step one is business details. Fill in any required field that is still empty, such as the EIN, your business tax ID. Continue checks the page and marks anything missing in red; you can move on once it is filled in. Step two is the industry and owner. For the industry, search 7298 and choose Health and Beauty Spas. The SSN only needs its last four digits, to confirm your identity. You tick the personal guarantee yourself. Step three is your bank account and card volume. Check the account number carefully: card payments are deposited into this account. Step four, equipment, is already chosen, so you can leave it as is.
Stores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us