Reminders and Next Steps

Video Length: 6:01

What’s Next?

  • Reminder to complete PCI if not yet done
  • Homework from setup call
    • Transfer payment methods
    • Run live payments for one off client requests
    • Setup autopays and remove recurring from previous systems
    • Send welcome emails and reach out to a small pool of preferred clients
  • Schedule a quick Q&A call to address any “What If?” questions
  • Take some time to review our tips on gateway security

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