# Merchant Quickstart

> Start here for a roadmap to onboarding, support, and documentation.

Source: https://help.boltapp.com/get-started/quickstart

This quickstart is for merchant teams preparing to operate Bolt. It covers account access, policies, transaction work, and support.

## Before you begin [#before-you-begin]

* [Create your merchant account](/dashboard/create-account) or confirm that you can sign in to the Merchant Dashboard.
* If you are building the checkout integration, start with [Choose an integration](/getting-started/choose-integration).

## Step 1: Review Bolt's policies and processes [#step-1-review-bolts-policies-and-processes]

1. Read about [fraud review](https://help.boltapp.com/fraud/fraud-review/), [disputes](https://help.boltapp.com/fraud/disputes/), and [refunds](/dashboard/refunds).
2. Check the [payout schedule](https://help.boltapp.com/financials/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 [#step-2-explore-the-merchant-dashboard]

1. [Create role-based accounts](https://help.boltapp.com/dashboard/account/manage-users/) for your team and turn on email notifications for each role.
2. Take the [dashboard tour](/dashboard/dashboard-tour) and open the **Transactions** view.
3. Review the [checkout settings](https://help.boltapp.com/dashboard/checkout-settings/) your team owns.

**Expected result:** Each operator has their own account and can find transaction and checkout settings.

<span id="step-3-save-bookmarks" />

## Step 3: Prepare daily operations [#step-3-prepare-daily-operations]

1. Learn how to [view transactions](/dashboard/view-transactions), [issue refunds](/dashboard/refunds), and [interpret risk scores](/dashboard/risk-scores).
2. Save the integration-specific guide your team will use:
   * For a custom cart, use [transaction webhooks](/custom-cart/transaction-webhooks) and [custom cart troubleshooting](/custom-cart/troubleshooting).
   * For a commerce platform, choose your platform from the [commerce platform guides](/use-cases/ecommerce#platform-setup).
3. Save [Contact Support](/dashboard/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.

<span id="step-4-watch-learning-videos" />

## Ongoing resources [#ongoing-resources]

* [Changelog](/releases/): product and plugin updates
* [Video library](https://help.boltapp.com/learn): recorded walkthroughs
* [Support](https://support.boltapp.com): open a support ticket

## Related [#related]

* [Merchant Dashboard](/dashboard/introduction)
* [Dashboard tour](/dashboard/dashboard-tour)