We firmly believe that great communication and collaboration are the keys to a successful onboarding process. To ensure we kick things off on the right foot, we kindly request your assistance in preparing a few important items before our upcoming Settings call. These are the building blocks of a fantastic onboarding experience, and your cooperation will play a huge role in making it a success!
Complete the Onboarding Questionnaire
Complete the required SimpleConsign Onboarding Questionnaire to help our team understand your shop, hardware, and data. It's a quick task, just about 10 minutes of your time. The sooner you submit, the sooner we can address any questions that may arise. If you need access to the questionnaire, you can find the link here.
Complete the SimplePay Application
As a reminder, SimplePay, our integrated credit card processing system, is a requirement of using SimpleConsign. If you haven’t already, please complete your SimplePay application and order your credit card processing terminal. It’s important that this step is completed as soon as possible to allow enough time for delivery and set up of your terminal prior to your Go Live.
Ensure Hardware is Compatible and Prepare Photos
Please carefully review our System and Hardware Requirements. While SimpleConsign supports a selection of different receipt and label printers, it’s important that you check that your device is compatible with our software - including the model, cord type, and DPI. Please come prepared with photos of your hardware (top, bottom, and back of the machine) so we can verify the compatibility. Make sure the label information, cords, and cord ports are visible. It’s important to note that SimpleConsign will support hardware up until the manufacturer’s service and support discontinuation date. If you have a label or receipt printer that’s more than 5 years old or is near that age, we highly recommend purchasing a new one to mitigate any potential end of life and software compatibility issues.
Get Started with SimpleACH*
Discover the convenience of SimpleACH, our cutting-edge automated payments solution tailored for consignors. ACH payments provide a streamlined, secure, and economical means of transferring funds across bank accounts to payout your consignors. Say goodbye to cumbersome paper checks as SimpleACH provides same-day settlement and significant cost savings.
To begin setting up SimpleACH, please follow the instructions in this Help Center article. For more information on the benefits of using SimpleACH, please refer to our blog post.
*SimpleACH is available for Standard and Professional plans only, and is available once your free trial expires. If you would like to get started sooner, please reach out to your sales rep.
Throughout your onboarding journey, you’ll have the pleasure to engage with several members of the SimpleConsign team. Each individual serves a unique role in this process and will use their expertise to create a smooth experience for your business.
Your time to value when joining SimpleConsign is of the utmost importance to our team. We’ve found that 45 days is the ideal timeframe to fully onboard new SimpleConsign customers that are transitioning over from a previous software system. This period allows ample time for all parties to coordinate credit card terminal order and delivery, configure your settings, educate your staff on the software, complete the data migration, and install all necessary hardware components. With open communication and mutual responsiveness, we’ll hit this target and have your business reaping the benefits of SimpleConsign in no time!
Below you’ll find a detailed outline of the onboarding process from our calls together to the early steps you and your team will take to get up and running with SimpleConsign. In between each step, we highly encourage you to familiarize yourself with the software and leverage our SimpleConsign Help Center (more detail in the ‘Resources’ section) for how-to’s, best practices, and useful tips.
Please print this GoLive Worksheet and have it with you for your Settings call with Alyson. It’ll give you a handy place to jot down key information as you go through everything together.
If you haven’t already, please schedule your Settings meeting here.The Go Live is the final step of onboarding. In this meeting, your Onboarding Specialist will help tie up any loose ends with your hardware, answer any outstanding questions, and review the entire onboarding checklist to make sure all bases are covered prior to the official launch. If you haven’t already ironed out a Go Live date with your Sales Executive, we’ll do so during the Settings meeting.
Please print this GoLive Worksheet and have it with you for your Settings call with Alyson. It’ll give you a handy place to jot down key information as you go through everything together.
If you haven’t already, please schedule your Settings meeting here.The Go Live is the final step of onboarding. In this meeting, your Onboarding Specialist will help tie up any loose ends with your hardware, answer any outstanding questions, and review the entire onboarding checklist to make sure all bases are covered prior to the official launch. If you haven’t already ironed out a Go Live date with your Sales Executive, we’ll do so during the Settings meeting.
Our Technical Support Team is here to lend a helping hand! They will be your best resource for hardware, software functionality, and billing questions or issues. For training-related inquiries, feel free to reach out to your Onboarding Specialist. Support can be reached in any of the following ways:
*Emergencies include any critical issue that is preventing you from accessing SimpleConsign or is preventing you from making sales. Non-emergencies will be addressed the next business day.
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Images courtesy of Painted Tree, Darling x Dashing Boutique, and Trove. If you're interested in sharing images from your store, please email us at marketing@simpleconsign.com, we love featuring our customers on our site. By submitting your photos, you agree to their use as marketing collateral.
