Boarding is the process of adding paypoints to your organization in Payabli. This guide explains how to observe the boarding process in the Payabli UI.

For each paypoint, you can:

  • View boarding templates
  • Generate and send boarding links
  • Track boarding applications

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Manage boarding templates

Boarding templates allow you to customize your merchant application for different boarding scenarios. This section explains how to view your boarding templates and template usage.

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View a boarding template

To view an existing template, follow these steps:

  1. Navigate to Portfolio > Templates.
  2. Find the template and click it.

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View template usage

To see the boarding links that have been generated based on a template, follow these steps in the UI:

  1. Navigate to Portfolio > Templates.
  2. Find the template you want to check.
  3. Click the three-dot icon in the Action column.
  4. Select View Links from the menu.
  5. Review the boarding links in the panel that opens.

Boarding links allow you to send a link to an onboarding application to a merchant.

To view and manage boarding links in the UI, navigate to Portfolio > Boarding Links. This opens the Boarding Link screen, where you can see your business’s boarding links.

To use boarding links, you must either distribute the boarding link URL or email boarding links to applicants.

Use this option if you want to embed the boarding link in your app or send it to the applicant via text or another method.

  1. From the Boarding Link screen, click the three-dot icon in the Action column.
  2. Select Open from the menu.
  3. The boarding link opens in the browser. Copy the URL from the address bar.
  4. Use the URL as needed. You can embed it in your app or send it to the applicant.

Use this option if you want to email a boarding link to an applicant directly from Payabli.

  1. From the Boarding Link screen, click the three-dot icon in the Action column.
  2. Select Send Link to Email from the menu.
  3. Enter the recipient’s email address.
  4. Click Send.

To open a preview of a boarding link and its application from the UI, follow these steps:

  1. Navigate to Portfolio > Boarding Links.
  2. Find the link you want to preview.
  3. Click the three-dot icon in the Action column.
  4. Select Open from the menu.

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Track boarding applications

After a boarding link has been sent and completed by the applicant, you can track the application through the approval process.

To view applications in the UI, follow these steps:

  1. Navigate to Portfolio > Applications.
  2. To view an application, either:
    • Click on it in the list, or
    • Click the three-dot icon in the Action column and select View Details

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See boarding app notes and events

To access notes and events on a boarding application in the UI:

  1. Navigate to Portfolio > Applications.
  2. Find and click the application to open it.
  3. Click the Notes & Events tab. Any notes and events associated with the boarding application are displayed.

See Also:

User Guide: Boarding Overview

User Guide: Bulk Boarding Guide

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