Depending on the choice you made when selecting how you plan to use GoCardless (Step 1: part 3), your setup flow will differ a little.
If you've selected Connect to our partners, you will have an additional step before Setting up your account.
If you selected this please continue reading, otherwise go straight to Set up your account.
Connect to our partners
1. Click Connect with an integration (box 2) at the top of your GoCardless dashboard homepage.
You'll be directed to the partners page of our website.
2. Find the integration you would like to connect your GoCardless account to. You can filter via the categories on the left.
3. Clicking on your selection will direct you to further details on the partner integration and how to get set up with them.
4. Once you've connected your account, you'll then need to complete your GoCardless account setup. Navigate back to your GoCardless dashboard and click on Set up your account (box 3).
Click the Set up your account box at the top of your GoCardless dashboard homepage.
You will be directed to our account onboarding flow. This will open in a new tab in your browser.
1. Click Verify my account to begin
2. The onboarding verification flow consists of 5 actionable steps, starting with the option to Select your package.
Complete the steps in the order as shown in the left column.
Once you reach the Verification status step, you may be asked to provide additional information. (This is often required and nothing to be concerned about).
Next Step: Complete outstanding verification checks