Quick start with kevin.’s client self-onboarding
Becoming a kevin. client has never been easier. We’ve recently launched a client self-onboarding service that allows merchants to start using kevin. payment initiation service quickly. Self-onboarding is entirely online, meaning merchants can save time and human resources by onboarding whenever convenient for them.
Together with the client self-onboarding flow, we have also updated our payment dashboard. kevin. clients can now track and filter all the transactions in one place. The payment overview helps merchants stay on top of their client transactions and provides essential payment data.
This quick start guide will explain how to start onboarding with kevin.’s new self-service, its advantages, and what information merchants can see in their payment dashboard.
Client self-onboarding flow
kevin.’s self-onboarding is straightforward. The flow consists of five steps: ID verification, Know Your Customer (KYC) form, Setting up a project, Agreement, and Activation.
1. ID verification
This is a standard ID verification process that most people are familiar with. The client needs to scan their valid passport or identity card and take a picture of themselves. kevin. partners then review the ID and the picture, confirm the ID, or ask for a resubmission.
2. KYC form
The client needs to choose whether they’re onboarding as an individual or a company. When choosing the former, clients need to provide information about themselves, name activity details, and ultimate beneficiaries. In the latter case, the client needs to enter their company details, name representatives, and fill out other business information and ultimate beneficiaries. After all the information is complete, the KYC form needs to be signed. Our legal team reviews and confirms or returns the form for revision.
3. Setting up a project
Users can set up as many projects as they need. During the project, a client will be asked to provide their website details. The client receives integration keys that can be copied and safely stored for future reference during this step. Once submitted, kevin. legal team reviews the projects for confirmation.
When each of the previous steps has been completed and confirmed, the client needs to agree with terms and conditions and sign an agreement which can be downloaded from the onboarding site. Also, the agreement can be signed via an electronic signature platform.
The client can now either continue testing the service or activate the keys and start collecting payments via kevin. right away.
Bear in mind that some steps can be filled out simultaneously, while others need to be confirmed before moving on. For example, once the ID verification (step one) is completed and approved, the client can move on to filling out the KYC form (step two) and setting up a project (step three). Steps two and three have to be completed and approved by our legal department before you can sign the agreement (step four).
All the entered information can be saved as a draft, and clients can come back to submit the data at their convenience.
kevin.’s self-onboarding benefits
Quick and easy self-onboarding provides many benefits for kevin. clients:
- Convenience - merchants can submit their information entirely remotely and whenever available. They can also save their progress and come back to the forms later if needed.
- Progress tracking - clients will always know the status of their submissions: approved, input needed, in review, or rejected.
- Speed - in most cases, self-onboarding may be finished as quickly as all the documents are submitted and approved.
- Security - self-onboarding is completely safe. Clients need to use two-factor authentication to log in to their onboarding site to ensure maximum security.
Once onboarded, kevin. clients gain access to kevin. payment dashboard. The dashboard allows companies to conveniently overview all the payments. It also enables searching for specific transactions based on their ID or filtering payments based on their type and other parameters.
The dashboard displays payment status (started, pending, completed, failed), order ID, payment amount, method, type (payment or refund), payment flow (bank, card, redirect), date, and indicates whether the payment has been refunded.
All the information can also be extracted as a .csv file.
Creating the future of payments together
kevin.’s client self-onboarding is a convenient and time-saving way to start using our services. The process consists of five steps, and we offer 24/7 support throughout the process. After successful onboarding, clients receive access to kevin. payment dashboard, which allows them to track and filter payments.
While we’re incredibly excited to introduce the client self-onboarding service and payment dashboard, we’re also constantly looking for ways to improve the service. We work together with our clients to collect feedback and find ways to make our onboarding process even better.
If you’d like to join the companies that enjoy the benefits of kevin. payment infrastructure, get in touch, and we can start building the future of payments together.
Frequently asked questions
Who can use kevin.’s self-onboarding?
kevin.’s self-onboarding is available to small businesses in every country where kevin. operates. Our team will lead the onboarding of all the larger companies, however they still need to be located in our service zone. You can check the locations on the map on our website. To find out if your company is eligible for self-service onboarding, please get in touch with us, and we’ll discuss your case.
Can any employee onboard their company?
No, not every employee can go through with the onboarding. Only the company’s CEO, General Manager, or a person with a power of attorney can go through the first steps of the onboarding process (ID verification and KYC form).
Can I get help during self-onboarding?
Yes, you can get help whenever needed. kevin. client support works around the clock, and you can easily contact them via email. To do that, click on the “Support” button in the left bottom corner of the onboarding page.
How long does kevin.’s self-onboarding take?
The length of the onboarding process depends on various factors:
- How soon the company provides all the documents;
- How long the client wants to test the system for;
- How soon the client can integrate with kevin.
Depending on these factors, the onboarding may be completed as soon as all the documents are submitted and approved.
Who can use the payment dashboard?
All the companies that use kevin. can register and access their payment overview via the dashboard. Companies that haven't gone through the self-onboarding process can still use the payment dashboard.