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Account Setup Checklist

Gather these items before beginning setup to ensure a smooth process:

Etienne Champagne avatar
Written by Etienne Champagne
Updated over 6 months ago

Account Setup Checklist

Before You Start

Gather these items before beginning setup to ensure a smooth process:

Business Information

  • Legal business name (exactly as registered)

  • Business registration or incorporation number

  • Business tax ID (CRA Business Number for Canada)

  • Physical business address (not a PO Box)

  • Business phone number

  • Business email address

Banking Details

  • Business bank account number

  • Bank routing/transit numbers

  • Recent bank statement (may be needed for verification)

Personal Information (Business Owner)

  • Your full legal name

  • Date of birth

  • Social Insurance Number (SIN) or Social Security Number (SSN)

  • Government-issued photo ID (driver's license or passport)

  • Personal address

Facility Information

  • Facility name and address

  • List of unit sizes you offer

  • Current pricing for each unit size

  • Security deposit amounts

  • Any special features (climate control, 24/7 access, etc.)

Common Questions

Q: Can I start without all information? A: You can create your account, but you'll need complete information to accept payments and bookings.

Q: What if I don't have a business bank account? A: You must have a business bank account. Personal accounts cannot be used for payment processing.

Q: How long does payment verification take? A: Usually 1-3 business days. Simple cases may be instant, complex cases up to 7 days.

Next Steps

Ready to begin? Start with Payment Setup (Stripe Connect) - this is required before you can create your facility.

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