Onboarding guide

It's easy to get a Zip account. Here is your guide.

Register

The very first thing to do is visit our dashboard.

Supply the required information and once your information is validated, your account will be immediately created.

Welcome to Zip! 🥳

Set up your basic information ℹ️

1. Let's prepare your account name

2. Input your account name

3. Prepare your business logo

4. Select a logo from your device

5. Review the logo

6. Success!

After completing the basic info, you can consider diving to complete your account and business settings. This helps you get identified in the platform and sets up better communication with your customers.

But wait! It appears your have not yet verified your email address! It is important the we make sure your email address is indeed owned by you, as we will send notices about activity on your account. So let's take that next step.

Verify your email 📧

Zip will send you an email.

Click on the link and enter your password.

Email verified!

Next up: business verification and bank account setup.

Verify your business 🏬 📜 🏦

We will need to collect information from you so that we can verify your business. Don't worry, if you are a solo seller, you are a business. If you a freelancer, you are a business. We accept micro, small, medium, and big businesses! Everybody welcome.

First, we collect your business address and let you choose what type of business organization you have. Each selection from the dropdown will pop up a short definition of each type to help you choose.

We then move to collect your personal details. This would be the owner of the merchant account. We will collect your name, birthdate, home address (which could also be your business address), and finally, a valid government-issued ID.

We delve a little bit more about your business. Your "doing business as" is your public identifier. Please select your industry from the searchable dropdown.

We collect your web site address. If you do not have one, you may supply your Facebook URL, or a LinkedIn profile URL.

It is important that we attach your statement descriptor in every payment transaction, specially for credit cards. This makes sure that your customers are able to identify your charges in their statement of account.

We need to get your bank details so we know where we will deposit your successful charges.

A few statements to declare your legal right to apply for this account, as well as links to our terms and conditions, and our privacy statement. Please read everything carefully.

Protect your account from unauthorized access. To enable two-step authentication, please download Google Authenticator from Google Play Store or Apple App Store, and configure accordingly. Watch this video for a walkthrough.

You may also configure two-step authentication using SMS. Verify your mobile phone for this option.

If you have filled up the required fields, then you will have reached this phase, and all you need to do now is to submit the application and you're (almost) all set.

Go build your business 👩🏻‍💻

Well, that's it. If you had everything on hand (IDs, bank details, and such), you should be done in just a few minutes. Reading this guide may have taken a bit longer. 😁

Note that the user journey depicted in this guide is the shortest path, in which you probably are an Individual registrant. For each type of business organization, there are quite a number of requirements that is unique to the type. For example, a multi-shareholder corporation would be required to submit a secretary's certificate that declares authorization to transact and states the representatives. The onboarding flow takes care that you are guided along the way, with information popups, so please read carefuly.

Congratulations if you have reached the end of the journey. We can't wait to see what you will build.

Maraming salamat po!