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Make client onboarding simple with just a few clicks. Setup multiple accounts and invite clients to configure their own payments.

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What is Client Onboarding?

Client onboarding lets you quickly add new clients to your PesaSwap platform. Instead of doing everything manually, clients can set up their own payment methods in minutes.

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Key Features

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1. Setup Multiple Accounts

Create different accounts for different parts of your business:
  • Main business account
  • Separate accounts for different stores
  • Different accounts for different services

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2. Invite Clients to Setup Payments

Send invitations to clients so they can:
  • Choose their payment methods
  • Configure M-Pesa, cards, bank transfers
  • Start accepting payments immediately

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How It Works

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Step 1: Create Your Account

  1. Go to PesaSwap signup page
  2. Enter your business details
  3. Verify your email
  4. Account ready in 2 minutes

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Step 2: Setup Multiple Accounts

Your Business Structure:
├── Main Account (Your Company) 
├── Store 1 (Nairobi Branch)
├── Store 2 (Mombasa Branch)  
└── Online Shop
Each account can have its own:
  • Payment methods
  • Settings
  • Reports
  • Team members

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Step 3: Invite Clients

  1. Click “Invite Client” button
  2. Enter client’s email address
  3. Choose what they can access
  4. Send invitation

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Step 4: Client Sets Up Payments

Your client receives an email and can:
  1. Click the invitation link
  2. Create their password
  3. Choose payment methods (M-Pesa, cards, etc.)
  4. Start accepting payments

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Setting Up Accounts

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Create New Account

Add New Account
Business Name: [Enter name]
Type: [Store/Online/Service]
Location: [Select location]
[Create Account]

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Manage Accounts

View all your accounts in one place:
  • See transaction totals
  • Check which payments are active
  • Switch between accounts easily

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Inviting Clients

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Send Invitation

Invite New Client
Client Name: [Enter name]
Email: [Enter email]
Access Level:
☑️ Can setup payments
☑️ Can view transactions  
☐ Can manage team
☐ Can view reports

[Send Invitation]

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What Clients Can Do

After accepting invitation, clients can:
  • Add M-Pesa payments
  • Add card payments
  • Add bank transfers
  • View their transactions
  • Manage their settings

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Payment Setup for Clients

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Available Payment Methods

Mobile Money
  • M-Pesa (Kenya, Tanzania)
  • MTN Money (Uganda)
  • Airtel Money (Kenya, Uganda, Tanzania)
Card Payments
  • Visa
  • Mastercard
  • Local cards
Bank Payments
  • Direct bank transfer
  • Online banking

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Easy Setup Process

For each payment method:
  1. Click “Add Payment Method”
  2. Choose from list (M-Pesa, Visa, etc.)
  3. Fill simple form (takes 2 minutes)
  4. Test payment
  5. Go live
Example - Adding M-Pesa: 
M-Pesa Setup
Business Name: [Auto-filled]
Phone Number: [Enter M-Pesa number]
[Setup M-Pesa] - Done!

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Managing Everything

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Your Dashboard

See everything in one place:
  • Total clients: 15 active
  • Total payments processed today: KES 45,000
  • New client signups this week: 3

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Client Dashboard

Each client sees their own:
  • Their payment methods
  • Their transactions
  • Their settings
  • Help and support

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Benefits

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For You (Platform Owner)

  • Clients setup themselves (saves time)
  • Less support tickets
  • Faster client onboarding
  • More clients can join quickly

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For Your Clients

  • Quick 15-minute setup
  • Choose their own payment methods
  • Start accepting payments immediately
  • Full control of their settings

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Security

Safe & Secure
  • Bank-level security
  • All data encrypted
  • Two-factor authentication
  • Regular security checks
Client Privacy
  • Each client sees only their data
  • Secure login required
  • Automatic logout for safety

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Getting Started

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Quick Start Checklist

  • Create your PesaSwap account
  • Setup your first sub-account
  • Send invitation to first client
  • Help client complete setup
  • Start processing payments

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Need Help?

  • Live chat support available
  • Email: info@pesaswap.io
  • Help articles and videos available
Ready to start? Create your account at pesaswap.io and invite your first client in under 5 minutes!