BOLD Partner Success Hub

Everything you need to support your merchants, sell with confidence, and grow your portfolio, right at your fingertips.

Whether you’re onboarding new merchants or brushing up on best practices, this hub gives you quick access to essential documents and resources. Need something more? Your Partner Experience Team is just a call or email away.

What to expect during your onboarding process

Our onboarding team makes sure every partner is equipped, supported, and ready to go. That includes:

  • Hands-on training with MX Connect and our AI-powered statement analysis tool
  • Step-by-step guidance through pricing setup and email templates
  • A real team (not a chatbot) to walk through hardware requests, VAR sheets, and merchant onboarding
  • Live support, check-in calls, and continuous feedback
Bold Sticker in front of Bold Booth
Bold Training Guides

Partner Resources

BOLD Partner Knowledge Base for search help articles and open support cases

BOLD University for Detailed Support Number List

Mx Connect Walkthrough: How to board a merchant account

Reporting Overview: A guide to reviewing all reports in MX™ Connect

Merchant Statement Example: A guide to reviewing reports in MX™ Connect

PCI Compliance FAQ: Helping merchants stay compliant with Sysnet

ACH.com Setup Guide: Bank transfer configuration walkthrough

 

Need More Help?

For additional training materials, co-branded assets, or one-on-one support, reach out to your Partner Experience Manager or email px@boldpay.io