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:
Navigate to the correct location
Open the Manage Location tab
Select Payment Processing
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:
Navigate to the correct location and access the Manage Location tab
In the Details section, scroll down to Location Features
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
Navigate to the correct location and open the Manage Location tab
Select Staff
Open the staff member’s profile
Go to the Merchant Account tab
Click Get Started and follow the prompts
Staff members
Log into the Dashboard on web (not the Professional App)
Open My Settings
Select the Merchant tab
Click Get Started and follow the prompts
Entering Business Information
Continue the process by providing your Business Information.
Select your entity type
Individual for independent contractor or sole proprietor
Organization for LLC, C-Corp, or other registered business
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.”)
Confirm HSA/FSA eligibility
If your services qualify, check the attestation box
Review and agree to the Medspa Compliance Terms
Add a billing descriptor
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.