What to Expect During the
Partner Experience

Training

BOLD’s Partner Relationship Management Team will contact you to coordinate the training agenda over the course of the next few weeks.

Strategy Building

During your Partner Experience, your Relationship Manager (RM) will work with you to understand your business and build a plan to reach your goals.

Success Management

Once training is complete, your assigned RM will monitor your account, check in on you periodically, and offer any assistance needed for you and your team to board more apps!

A BOLD
Starting

Point

New Partner Resources

BOLD‘s New Partner
Welcome Packet

Request Training with Your
Onboarding Specialist

Tools to Guide you Through the Partner Experience

Below you will find resources to help guide you through your Partner Experience and some of the training you will receive.

Merchant Processing 101

An Overview of Merchant Processing

Why is Payments so “expensive”?

Tips on Reading Merchant Processing Statements

Presenting Merchant Processing

A Walkthrough of MX Connect

Session 1 – Connect Overview

Session 2 – Client Overview

Session 3 – Reporting

Session 4 – Boarding Accounts

A Walkthrough of MX Express

MX Express Overview

MX Express Settings

Accepting Payments

Payment Batches Overview

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