Brand your onboarding form and embed it in your site
Platforms using Rootline can now put their own brand on merchant onboarding and run it inside their own website or dashboard. Merchants sign up without ever landing on a third-party page.
Onboarding is the first real interaction a merchant has with a platform's payments offering. When that step opens a page in someone else’s colors on someone else’s domain, merchants start to wonder if they clicked the wrong link. Consistent branding across all touchpoints increases trust.
Make the form yours
You set your branding once through the API, and the form picks it up from there:
Your logo at the top of the form.
Your colors for buttons, text, the page background, and the success, warning and error states.
Your shapes: the corners of buttons, input fields and panels, from square to pill-shaped.
Every field is optional. Start with only a logo and add colors later. A change to your branding shows the next time a merchant opens the form, with nothing to redeploy. The branding guide has every option and a full example.
The branding follows the merchant through the whole journey. The same look applies to the additional-information requests a merchant receives during review, and to the page where a verified merchant updates their details.
Keep merchants on your site
You can now embed the onboarding form in your website or merchant portal with a component.
It’s the same form, with the same prefilled company data and the same checks, but it sits inside your own sign-up flow. When the merchant finishes, your site knows right away, so you decide what happens next. Show your own confirmation, or take them straight to the next step of your onboarding. The embedding guide shows how to set it up.
Wherever the merchant onboards, the company’s verification status, its next action and the onboarding webhooks tell you where they stand.
Prefer to send merchants a link? The hosted form carries the same branding. Send the merchant to the onboarding link and bring them back to your own page afterwards.
What this means for platforms
Rootline powers payments for platforms, and onboarding is where a platform's merchants first meet that offering. With branding and embedding together, the platform owns that first impression end to end:
One onboarding flow that represents your business.
No separate form to build, host or keep compliant: Rootline maintains the form, its prefills and its checks.
It runs on the same company records, webhooks and review process as the rest of Rootline.
Get started
Branding and embedding are live now. Already on Rootline? Try your branding on staging first. New to Rootline? Talk to us and we’ll show you how it works.
