## Onboarding instructions

**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.

1. ### Click to get started
   Open your onboarding email and click the **Get Started** button to access the Flex Dashboard and begin onboarding.

2. ### 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.

3. ### Connect payouts
   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.
   
   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](https://docs.withflex.com/developer-guides/integration/stripe/payouts-and-verification).  
     
   **Fill out your payout information.** Log into Stripe (or create an account) and provide your business, owner, and payout details.  
     
   **Review and confirm.** Add a bank account or debit card for payouts, check that everything is correct, and click **Confirm**.

4. ### 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.
   
   Building a custom integration with the [Flex API](https://docs.withflex.com/developer-guides/integration/checkout/how-checkout-works)? Select **I’ll do this later** to skip this step.

- Shopify
   - RevenueCat

Connect your store and sync products — follow the [Shopify Installation guide](https://docs.withflex.com/developer-guides/integration/shopify/installation).

Add HSA/FSA payments to in-app purchases and subscriptions — follow the [RevenueCat guide](https://docs.withflex.com/developer-guides/integration/revenuecat).

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.