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
You'll be directed to the partners page of our website.
2. Select the integration you would like to connect your account to
Clicking on your selection will direct you to further details on the partner integration. You will receive instructions as to how to connect your GoCardless account to the integration.
Once you've connected your account, you can then continue your GoCardless account setup.
1. Open the set up form by clicking here
2. Complete the steps in the order, as shown in the left column
The final page of the set up form displays your accounts' current verification status.
If we require further information, we will let you know via email.
Any outstanding details will be displayed in yellow. You can expand this box to see further details of the documents required. Completed checks will be highlighted in green.
Click Return to dashboard to navigate back to the homepage of your GoCardless dashboard.
Once your account has been fully verified, the page reflect this.
Next Step: Complete outstanding verification checks