Inviting a new customer onto Sevi and creating a Sevi account on behalf of your customer is very easy. Please follow the next steps to onboard your customer within a two minutes:
Onboarding new customers is exclusively for agents of verified companies. Read here how to create an agent account.
Go to Customer section
The customer secion is where you can get information on your customers and perform all actions on their behalf.
Go to the
Company account, by swiping your personal account to the left. This is how you scroll through the different accounts you are a member of.
CUSTOMERS to go the customer section.
Invite a new customer
Add your customers phone number. The number can be entered manually or by selecting an existing contact from your phone's contactlist.
Create a customer account on Sevi
Non registered customers can be recognized by the
yellow card behind their phone number.
To start the KYC process, click the non registered customer's phone number. Follow the prompts on the screen to fill-out to following details:
- Enter full name (as on ID card)
- Enter ID number
- Take a photo of ID card of customer
- Take a portrait photo of customer
Uploading of documents might take a few minutes depending on your internet connection.
NOTE: Take a picture of the ID in a well-lit environment. Ensure all four corners of the document are visible, and there are no reflections (if your phone’s flashlight is on, be sure to switch it off). Clean the lens, hold the phone steady, and align the camera for your ID to fit the frame. Proceed to take the picture and ensure that the information on it is legible. If you’re not sure of the quality, you can retake the photo.
Get customer consent
Since you perform all actions on behalf of your customer, you are legally obliged to get consent of your customer to create a Sevi account in their name. To verify consent of the customer, the customer is send a verification code (OTP) by SMS.
Ask your new customer for this verification code (OTP) and enter it.
You have now created a Sevi account for your customer which they can use to Order now, Pay later. Congratulations!