Merchant Quickstart
Start here for a roadmap to onboarding, support, and documentation.
This quickstart is for merchant teams preparing to operate Bolt. It covers account access, policies, transaction work, and support.
Before you begin
- Create your merchant account or confirm that you can sign in to the Merchant Dashboard.
- If you are building the checkout integration, start with Choose an integration.
Step 1: Review Bolt's policies and processes
- Read about fraud review, disputes, and refunds.
- Check the payout schedule.
Expected result: Your operations and finance teams know where to review order decisions, disputes, refunds, and payout timing.
Step 2: Explore the Merchant Dashboard
- Create role-based accounts for your team and turn on email notifications for each role.
- Take the dashboard tour and open the Transactions view.
- Review the checkout settings your team owns.
Expected result: Each operator has their own account and can find transaction and checkout settings.
Step 3: Prepare daily operations
- Learn how to view transactions, issue refunds, and interpret risk scores.
- Save the integration-specific guide your team will use:
- For a custom cart, use transaction webhooks and custom cart troubleshooting.
- For a commerce platform, choose your platform from the commerce platform guides.
- Save Contact Support for support hours, ticket submission, and ticket status.
Expected result: Your team can find a transaction, explain its risk status, issue a refund, and open the correct integration guide.
Ongoing resources
- Changelog: product and plugin updates
- Video library: recorded walkthroughs
- Support: open a support ticket