Completing The Onboarding Form

Quality and Training
10 steps
45 seconds

Itsacheckmate

How do I access the Location Onboarding Form?

Use your login credentials to access the [Checkmate Portal](https://mm.itsacheckmate.com/)

Click on **"Onboarding Portal"**

Click on the Brand you wish to view

Select the **View Tasks** link next to the location you would like to onboard with Checkmate ***Note:*** *If you haven’t created your location yet, select the **Add Location** button and follow the prompts to add the location successfully*

Within the **Onboarding Task List**, go to "*Step 1: Location Onboarding Form"* and *s*elect the **Start** button to begin completing the Location Onboarding Form

***Note:*** - *Follow the prompts and complete all of the requested information in the form* - *Take your time and complete the form at your own pace! If you need to walk away after partially completing the form, no need to worry, as the already entered details are auto-saved!* - *Please provide correct answers to all questions to ensure a swift onboarding experience!*

Is it possible to submit an incomplete Location Onboarding Form?

Only complete forms can be successfully submitted. However, all your information will be auto-saved, and you can return any time to complete the form.

How do I identify the incomplete section(s) of the Onboarding Form?

The incomplete section(s) will be highlighted with a red-colored **warning icon** indicated below.

How do I access the incomplete section(s) of the Location Onboarding Form?

Click directly on the form's incomplete section(s) highlighted with a warning icon and provide the missing information to successfully submit the Location Onboarding Form.

What if I have questions when completing the form?

During our regular business hours (M-F 8 am - 5 pm CST), you can Chat with us directly from the **Checkmate Portal** or call us at 888-267-4140 - select Option 2 to speak with an Onboarding Specialist. At all other times, email us at **onboarding@itsacheckmate.com**, and we will respond to you within one business day or less!