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Onboarding Checklist

Get started with these essential steps to maximize your partnership.

Complete Your Partnership

Set Up Your Stripe Account

To start processing payments and get money in your pockets, set up your Stripe account. You can find the activation link in your email from Stripe. 

Sign the Order Form

Check your email for the order form from ConsumerDirect and sign it to complete your partnership agreement.

Learn SmartCredit

SmartCredit Features

Watch our library of short videos to learn all the features and how to use them.

Marketing Assets

Check out our marketing assets available for review and download to help you promote with ease!

The Partner Manual

Think of this as your cheat sheet for success! The manual includes:

  • How to sign up & close new clients
  • Platform walkthroughs & FAQs

đź“– Download the Partner Manual

Check out our marketing assets available for review and download to help you promote with ease!

Sign Up Your First Customer

How do I sign up my first customer?

Find your custom link in your Welcome email and:

  • Send it to your customers
  • Add it to your website
  • Share it on social media

Partner Portal

Supportlink

SupportLink is your customer management portal, providing full control over your clients. With SupportLink, you can: 

  • View and manage your customer memberships
  • Close accounts 
  • Issue refunds 
  • Track customer activity

Access is provided based on your partnership level. Check with your Account Manager for details.

 

If you have access, you can log in using the below link.

Log in now

More Benefits For Your Business

Want more features?

Upgrading to a Co-Brand unlocks: 

  • Advanced reports & analytics 
  • Additional customer management tools 
  • Enhanced user experience

Check with your Account Manager for details.

Need Help?


Visit the FAQs page for answers to common questions.


Still stuck? Contact our Partner Support Team for personalized assistance at 714.503.8690.