> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getstell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merchant onboarding checklist

> From invite email to your first live program

New to Stell? This checklist takes you from the invitation email to a live program your customers can join.

<Steps>
  <Step title="Sign in and secure your account">
    Use the temporary password from your invitation email, set your own password, and set up two-factor authentication. Full walkthrough: [your first login](/getting-started/first-login).
  </Step>

  <Step title="Get your bearings">
    Take the [portal tour](/getting-started/portal-overview) — the dashboard, the sidebar sections, and the account menu. If your team has several companies, check you're working in the right one.
  </Step>

  <Step title="Review your program">
    Stell sets up your program with you. Open [Programs](/programs/overview) and check the essentials: the program status, whether tap to use (NFC) matches your setup, and that the wallet certificate is in place.
  </Step>

  <Step title="Polish the pass design">
    Open the [pass template editor](/pass-templates/overview) and make the pass yours — logo, colors, fields, and barcode. Remember that saving applies to all issued passes immediately.
  </Step>

  <Step title="Issue a test pass to yourself">
    [Issue a pass](/passes/issuing) with your own details, add it to your wallet, and check it looks right. If your stores are live, do a test tap and find it in the [transaction log](/transactions/overview).
  </Step>

  <Step title="Try the enrollment flow">
    Open your program's enrollment link or QR code and walk through it as a customer would — see [how enrollment works](/enrollment/how-enrollment-works). Check the texts, fields, and consents say what you expect.
  </Step>

  <Step title="Connect your systems (optional)">
    If your CRM, POS, or e-commerce platform talks to Stell, create an [API key](/account/api-keys) per integration, and consider [event webhooks](/programs/webhooks) on the program page for event notifications.
  </Step>

  <Step title="Set up your messaging (if you have Engage)">
    Import your [contacts, create segments](/engage/contacts-and-segments), and send yourself a test [campaign](/engage/campaigns) before the first real one.
  </Step>

  <Step title="Go live">
    Put the enrollment QR code where customers see it, brief your store staff on what a tap or scan looks like, and share [enrollment troubleshooting](/enrollment/troubleshooting) with your support team. For a full launch plan and example emails, posts, and in-store material, see [promote your program](/promote/overview).
  </Step>
</Steps>

Stuck on any step? [Contact support](/support/contact) — for onboarding questions, email works best.