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Investor Read API
Merchant dashboard
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Getting started

Getting started (dashboard)

Walk through sign-up, onboarding, and your first activated dashboard. For programmatic integrations, see API getting started.

Environment: This guide uses https://app-dev.clearway.to.

1. Create your account

  1. Open the dashboard sign-up page for your brand.
  2. Register with email and password (or your brand's supported auth method).
  3. Verify your email when prompted — monetization features stay locked until verified.

2. Complete onboarding

From the dashboard home, follow Continue onboarding to /onboarding.

Most merchants on dev use the Express path for the fastest time-to-first-payment:

StepWhat you doWhat "done" looks like
EmailConfirm if not alreadyGreen check on email step
Path choiceChoose ExpressWizard remembers Express path
Stripe embeddedComplete Stripe's hosted business formCharges enabled on your connected account
API keyGenerate or confirm your first keyOne active key; prefix shown on revisit
IdentityComplete Stripe Identity (test mode OK on dev)Return lands on dashboard with identity verified

3. Confirm you are merchant-ready

On the dashboard home you should see Merchant account activated when all gates pass:

  • Email verified
  • Stripe connected account with charges enabled
  • Identity verification complete

If a banner still shows setup required, use Refresh status once after returning from Stripe Identity.

4. Your first payment

You do not need a saved catalog product to collect money.

GoalGo toAction
Ad-hoc serviceProducts & Payment Links → Quick chargeName + amount → pick link type → create
Reusable catalog itemSame page → Create New ProductSave product → Charge on the card

Details: Payment links & charges.

5. View and share links

Open My Links & Checkouts (/links) to copy URLs, filter by name, and see Quick charge vs Catalog badges.

Next steps

  • Payment links & charges
  • Payment widget
  • API getting started — automate with API keys
Last modified on July 22, 2026
Investor Read APIPayment links & charges
On this page
  • 1. Create your account
  • 2. Complete onboarding
  • 3. Confirm you are merchant-ready
  • 4. Your first payment
  • 5. View and share links
  • Next steps