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

# Onboarding

> Complete your Flex onboarding and finish setting up your account.

If you don't have a Flex account yet, please [contact our team](https://www.withflex.com/contact).

Once you've received your onboarding email, click the link in the email to access the Flex Dashboard. Then follow the steps below to complete your setup. After onboarding is complete, you'll be able to access your dashboard and start accepting HSA/FSA payments.

## Onboarding instructions

<Warning>
  **Important:** If someone else will be completing onboarding, invite them to your organization in Step 2 before they sign in. They'll receive an invitation to join your account and can continue the onboarding process.
</Warning>

<Steps titleSize="h3">
  <Step title="Click to get started">
    Open your onboarding email and click the **Get Started** button to access the Flex Dashboard and begin onboarding.

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-get-started.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=82443bc5bc7e37b7009d3e7332d8b26b" alt="Flex onboarding email with a Get Started button" width="2000" height="1251" data-path="images/onboarding/onboarding-get-started.png" />
  </Step>

  <Step title="Invite your teammates">
    Enter one or more teammate email addresses, select a role under **Invite as**, and click **Send Invitations**. Then click **Continue**, or select **I'll do this later** to skip this step.

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-team.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=3e9f6664df4abc0d31e44c728b7ad768" alt="Add your team screen with fields for teammate email addresses, an Invite as role selector, and a Send Invitations button" width="3426" height="1974" data-path="images/onboarding/onboarding-team.png" />
  </Step>

  <Step title="Connect payouts">
    <Note>
      Connecting payouts is required and can't be skipped — it's the one onboarding step without an **I'll do this later** option. Your Stripe account must be verified before you can accept HSA/FSA payments.
    </Note>

    Have your business details, owner information, and a bank account or debit card ready, then click **Connect Account** to open the Stripe onboarding popup.

    *Flex uses Stripe to facilitate payouts. You may be required to provide Stripe with personal and business information. Your details are entered directly into Stripe and are used to verify your identity to meet applicable identity-verification requirements.*

    Wondering why Stripe asks for personal information like an SSN, or what the 25% ownership question means? See [Stripe Payouts & Identity Verification](/developer-guides/integration/stripe/payouts-and-verification).

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-payouts.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=fa7ad72f23a3c4a5ed2976c3038b915d" alt="Flex payouts step showing a Connect Account button that opens the Stripe onboarding popup" width="3438" height="1982" data-path="images/onboarding/onboarding-payouts.png" />

    **Fill out your payout information.** Log into Stripe (or create an account) and provide your business, owner, and payout details.

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-payouts-fill.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=5f54013f01637ed7f3ce189c9a845e57" alt="Stripe onboarding form for entering business, owner, and payout details" width="3436" height="1974" data-path="images/onboarding/onboarding-payouts-fill.png" />

    **Review and confirm.** Add a bank account or debit card for payouts, check that everything is correct, and click **Confirm**.

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-payouts-confirm.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=1e46ff9965d0cee323e4442d7387a04e" alt="Stripe review screen for adding a bank account or debit card and confirming payout details" width="3434" height="1972" data-path="images/onboarding/onboarding-payouts-confirm.png" />
  </Step>

  <Step title="Select your integration">
    Select an integration and click **Continue** to start its setup, or select **I'll do this later** to finish onboarding and connect one later from the dashboard.

    <Note>
      Building a custom integration with the [Flex API](/developer-guides/integration/checkout/how-checkout-works)? Select **I'll do this later** to skip this step.
    </Note>

    <img src="https://mintcdn.com/flex-87/rucKAVJ4HTTdNJX1/images/onboarding/onboarding-integration.png?fit=max&auto=format&n=rucKAVJ4HTTdNJX1&q=85&s=7b4bcdafa9b4e905a721d9b7635847f3" alt="Flex integration selection screen with available integration options and a Continue button" width="3414" height="1968" data-path="images/onboarding/onboarding-integration.png" />

    <Tabs>
      <Tab title="Shopify">
        Connect your store and sync products — follow the [Shopify Installation guide](/developer-guides/integration/shopify/installation).
      </Tab>

      <Tab title="RevenueCat">
        Add HSA/FSA payments to in-app purchases and subscriptions — follow the [RevenueCat guide](/developer-guides/integration/revenuecat).
      </Tab>
    </Tabs>
  </Step>
</Steps>

You're all set! From here, follow the guide for your chosen integration to sync or create products and prices and start accepting HSA/FSA payments.
