Onboarding a New Business to Stripe via Kayana Partner Admin

This guide is for new business users joining Kayana Partner Admin. It walks you through setting up your account, entering business details, and connecting your Stripe account for payments.

Note: You will have received an onboarding email from Kayana with the clickable text: “Complete your onboarding now”.

1. Access the Onboarding Link

Accessing the onboarding link is the first step in onboarding a new business to Stripe via Kayana Partner Admin.

1. Open the email from Kayana.
2. Click “Complete your onboarding now”.
3. You will be redirected to the Kayana Partner Admin Sign-Up Page.

2. Set Your Password

Once logged in, you can begin onboarding a new business to Stripe by completing your account and security setup.

1. On the Sign-Up page, some fields may already be pre-filled (email, business name, etc.).
2. Enter a secure password of your choice.
3. Click Submit or Continue to access your Partner Admin dashboard.

Tip: Choose a password you can remember, but avoid simple or easily guessable passwords.

3. Welcome Dashboard

1. You will see a “Welcome to Kayana” message.
2. Click the Orange “Start Onboarding” button to begin setting up your account and payment gateway.

4. Fill in Your Contact Details

1. Enter the following details for the business owner or primary contact:
• First Name
• Last Name
• Email
• Phone Number
2. Click Next.

5. Fill in Your Business Information

1. Complete the following fields:
• Legal Business Name: Official registered name
• Trading Name: Optional, name customers see
• Organization Type: Select from dropdown
• Website: Business website (optional)
• Business Type: Select from dropdown
• Registration Number (e.g., CRN for UK businesses)
• VAT Number
• Business Phone
• Business Email
2. Click Next to continue.

6. Fill in Your Business Address

1. Enter your business address, including:
• Address Line 1
• Address Line 2 (if needed)
• City / Post Town
• Postal Code
• Country
2. Click Submit to save your business details.

7. Set Up Stripe Account

1. Click the “Set up your Stripe Account” button in Partner Admin.
2. You will be redirected to Stripe to complete your payment setup.

Stripe Onboarding Flow

Follow the next steps in Stripe:

7.1 Business Type

• Select Company or Individual / Sole Trader depending on your business registration.
• Click Continue.

7.2 Business Details

• Legal Name
• Trading Name (optional)
• Companies House Registration Number (CRN)
• Business Address
• Phone Number
• Industry (select the option that best matches your goods/services)
• Website or product description
• Click Continue.

7.3 Business Directors

• Add any company directors if applicable.
• Click Continue.

7.4 Business Executives

• Add any executives or senior managers with significant responsibility.
• Click Continue.

7.5 Confirm Ownership

• Add owners holding 25% or more of the business or significant managers.
• Confirm details are accurate and click Submit.

7.6 Bank Details

• Enter bank account details for payouts:
• Currency
• Country of account
• Sort Code
• Account Number
• Agree to the Bacs Direct Debit Instructions and Services Agreement.
• Click Continue.

7.7 Review and Submit

• Review all information.
• If everything is correct, click Agree and Submit.

Tip: Double-check each section before submitting. Once submitted, changes may require contacting Stripe support.

8. Completion

• After submission, you will see a confirmation message.
• You are now fully onboarded on Kayana Partner Admin and Stripe.
• You can begin using the dashboard to:
• Manage your business details
• Connect EPOS or card readers
• Process orders and payments