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Submitting Merchant Details

To provision business and staff payout accounts, Boulevard requires you to submit merchant details.

Marie London avatar
Written by Marie London
Updated over a week ago

Overview

Before you can process payments and receive payouts through Boulevard, you’ll need to set up a merchant account. A merchant account allows business locations and independent contractors to securely process transactions and deposits funds directly into their checking account.

To complete the setup, you’ll be asked to provide verified information and documents for both your identity and your bank account. Merchant account requirements differ slightly for Individuals (independent contractors and sole proprietors) and Organizations (registered businesses, C-Corp, LLC, etc.).

Once details are submitted, the approval process typically takes 2–3 business days, though timelines can vary. If required information is missing or incomplete, your application may be delayed or denied. To avoid payout delays, we recommend submitting your merchant account and verification documents as early as possible.

Submitting A New Merchant Account

For Your Business

Account administrators and location managers can set up a business merchant account by following these steps:

  1. Navigate to the correct location

  2. Open the Manage Location tab

  3. Select Payment Processing

  4. Click Get Started and follow the prompts

If your business has multiple locations, a separate merchant account is required for each one, even if other business details (like name or address) are the same. Complete this process for each location.

For Staff Members

If your business includes independent contractors, you’ll need to enable Staff Merchant Accounts before they can receive deposits directly. Staff merchant accounts deposit funds from service sales to the provider, but any product sales they process are deposited to the main business account.

To enable Staff Merchant Accounts at your location:

  1. Navigate to the correct location and access the Manage Location tab

  2. In the Details section, scroll down to Location Features

  3. Under Multi-Merchant, check the box labeled Enable Staff Merchant Accounts

Once Staff Merchant Accounts are enabled, they can be created either by an account admin or location manager on behalf of the staff member, or by the staff member directly.

Account admins or location managers

  1. Navigate to the correct location and open the Manage Location tab

  2. Select Staff

  3. Open the staff member’s profile

  4. Go to the Merchant Account tab

  5. Click Get Started and follow the prompts

Staff members

  1. Log into the Dashboard on web (not the Professional App)

  2. Open My Settings

  3. Select the Merchant tab

  4. Click Get Started and follow the prompts

Entering Business Information

Continue the process by providing your Business Information.

  1. Select your entity type

    • Individual for independent contractor or sole proprietor

    • Organization for LLC, C-Corp, or other registered business

  2. Enter the required information

    • First/last name for Individuals, Legal business name for Organizations

    • Registered business address

    • Business phone number

    • Website URL (must begin with “https://www.”)

  3. Confirm HSA/FSA eligibility

    • If your services qualify, check the attestation box

    • Review and agree to the Medspa Compliance Terms

  4. Add a billing descriptor

  5. Review and continue

    • Review and acknowledge the Terms of Use

    • Click Next to set up your payout and bank account details in a new tab

Entering Identity & Payout Details

Continue the process by providing your identity and banking information for verification.

Submitting Identity Verification

All users must provide identity documents to complete the verification process. Documentation can be uploaded manually through the setup flow, or through the Onfido Integration.

Onfido is a third-party service that allows you to upload or capture identity documents online and securely verify your identity during the merchant account setup process.

For Individuals

1. Select Personal Details

  • Enter your legal first and last name

  • Provide your contact email and phone number

  • Upload identity documents either through Onfido or by manual upload (driver’s license, national ID card or passport)

  • Review and click Submit

2. Select Sole Proprietor Details

  • Verify the country of establishment

  • Confirm your business legal name, tax ID type (EIN or SSN), and DBA name (if applicable)

  • Enter your registered business address and principal place of business

  • Review and click Submit

For Organizations

1. Select Business Details

  • Verify the country of establishment

  • Confirm your legal business name, EIN, state of registration, and state registration number (optional)

  • Select your company structure (LLC, C-Corp, etc.)

  • Enter your DBA name (if applicable), registered business address, and principal place of business

  • Upload business tax documentation (IRS CP 575 letter or another document showing EIN and legal business name)

  • Review and click Submit

2. Select Decision-Makers

  • Add details for all owners, controlling persons, and signatories in your business. One person may hold multiple roles, but each role must be assigned to at least one individual:

    • Controlling person: Authorized to make major business decisions (may or may not be an owner)

    • Owner: Holds 25% or more ownership through equity, voting rights, or similar

    • Signatory: Authorized to sign official documents (often also an owner or controlling person)

  • Click + Add Decision Maker

  • Assign each role the individual holds

  • Enter first and last name, job title, email, and phone number

  • Provide identity documents via Onfido or manual upload

  • Review and click Submit

  • Repeat for each decision maker

Submitting Bank Details

After completing identity verification, the next step is to add your bank account details for payouts.

All users must provide a checking account when submitting merchant details.

Bank details can be submitted manually or through our integration with Plaid, a third-party service that lets you securely connect your bank account by logging in with your online banking credentials.

For Individuals & Organizations

1. Select Payout Details

  • Choose your Verification Method:

    • Verify via mobile banking app or website (Plaid): Follow the prompts to log in and connect your account

    • Upload a bank statement (manual entry): Enter your account and routing numbers, then upload a verification document (a bank statement, deposit slip, check, or a letter from your bank)

  • Follow the prompts to provide the necessary information

  • Review and click Submit

Signing the Services Agreement

Once all required details are entered, each completed section will display a green checkmark. Review all your information carefully to confirm accuracy before selecting Sign Services Agreement.

Review the full platform terms and conditions before checking the box to confirm you’ve read and agree to the terms. Sign the agreement.

After the agreement is successfully signed, a final green checkmark will be shown, indicating you’ve completed all required steps and can return to the Dashboard.

Application Processing & Status

After you’ve submitted all required information and signed the Services Agreement, the verification process is initiated. Approval for new merchant accounts usually takes 2–3 business days, though timelines may vary.

Both account administrators and location managers can check the status of merchant applications.

  • Account Admins: Open the Manage Business tab and select Payment Processing to review statuses across all business locations.

  • Location Managers: Open the Manage Location tab and select Payment Processing to review status of the business and staff accounts at that location.

Once verification and approval are complete, your merchant account will be active, and you can begin processing payments and receiving payouts through Boulevard.

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