Account Setup & Onboarding

Setting up your Shaloz business account takes about 10-15 minutes. Follow this step-by-step guide to get started.

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Before You Begin

What You'll Need:

• Valid US phone number (for verification)
• Business information (name, website)
• Email address
• Pickup location address (warehouse/store location where drivers pick up packages)
• Payment method (credit/debit card) for delivery fees

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Step 1: Create Your Account

1. Visit portal.shaloz.com
2. Click "Sign Up" button
3. Enter Business Information:
4. First Name - Your first name
5. Last Name - Your last name
6. Email Address - Primary contact email
7. Phone Number - US phone number with area code
8. Business Name - Your company/business name
9. Business Website - Your website URL (optional)
10. Company Size - Choose from dropdown:
11. 1-10 employees
12. 11-50 employees
13. 51-200 employees
14. 201-500 employees
15. 501-1000 employees
16. 1000+ employees
17. Click "Continue" or "Sign Up"

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Step 2: Phone Verification

Why? Phone verification ensures account security and enables SMS notifications.

1. Receive SMS with 6-digit verification code
2. Enter Code in the app
3. If Code Doesn't Arrive:
4. Click "Resend SMS" (available after 60 seconds)
5. Or click "Call Me" to receive code via phone call
6. Submit code to verify

Troubleshooting:

• Code expires after 10 minutes
• Check your phone number is correct
• Ensure you have cell signal
• Check spam/blocked messages

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Step 3: Add Team Member (Optional)

What Are Team Members?

Team members are employees who can help manage deliveries but have limited access (they can't see settings, API keys, or billing).

To Add First Team Member:

1. Enter team member's information:
2. First name
3. Last name
4. Phone number
5. Click "Add Team Member"

Or Skip This Step:

• Click "Skip" to add team members later
• You can add unlimited team members from the Team Members page

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Step 4: Create Pickup Location (Required)

What Is a Pickup Location?

A pickup location is the physical location where drivers pick up packages (your warehouse, store, or office).

Why Required?

Drivers need to know where to pick up packages. You must have at least one pickup location to use Shaloz.

To Create Your First Center:

1. Enter Pickup Location Information:
2. Center Name - Descriptive name (e.g., "Main Warehouse", "Downtown Store")
3. Address Line 1 - Street address
4. Address Line 2 - Suite/unit number (optional)
5. City - City name
6. State - Select state from dropdown
7. ZIP Code - 5-digit ZIP code
8. Coordinates Auto-Populate:
9. System uses Google Maps geocoding
10. Latitude and longitude fill automatically
11. No action needed
12. Click "Save" or "Continue"

Tips:

• Use the exact address where drivers should arrive
• Include suite/unit number for multi-tenant buildings
• Verify location is correct on map (if shown)

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Step 5: Shipment Zone Setup (Optional)

What Are Shipment Zones?

Shipment zones define which ZIP codes you want to serve from each pickup location.

During Onboarding:

• You can skip this step
• Configure zones later from the Shipment Zones page

To Add Zone Now:

1. Enter Zone Name (e.g., "Greater Boston Area")
2. Add ZIP Codes:
3. Enter ZIP codes comma-separated (e.g., "02101, 02102, 02103")
4. Or one per line
5. Set Radius (optional) - Miles from pickup location
6. Click "Save Zone"

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Step 6: Onboarding Complete

What Happens Next:

1. Redirected to Dashboard - You'll see the main Business Portal dashboard
2. API Keys Generated Automatically - Sandbox and Production keys created
3. Stripe Account Created - For payment processing
4. Ready to Use - Start creating deliveries or integrating with WooCommerce

Onboarding Progress Tracker:

Your onboarding status is tracked in the system:

• Team Setup → Pickup Location → Shipment Zone → Completed
• You can complete skipped steps anytime

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After Onboarding: Next Steps

Recommended Actions:

1. Get API Credentials

• Go to Settings page
• Copy Business ID (businessToken)
• Create Sandbox API Key for testing
• Store credentials securely

2. Set Up Payment Method

• Go to Settings → Payment Methods
• Add credit/debit card
• Required to create deliveries

3. Test Rate Calculator

• Go to Rate Calculator page
• Enter customer ZIP codes
• Verify service coverage

4. Install WooCommerce Plugin (if applicable)

• Download plugin
• Configure with your API key
• Test integration

5. Create Test Order

• Go to Fulfillment Data page
• Click "Create Manual Entry"
• Fill in test customer details
• Complete delivery workflow in Sandbox mode

6. Configure Webhooks (if using WooCommerce)

• Copy webhook secret from Settings
• Add to WooCommerce plugin
• Copy WooCommerce webhook URL
• Add to Business Portal Settings

7. Add More Team Members (if needed)

• Go to Team Members page
• Add warehouse staff or coordinators
• Assign them to pickup locations

8. Set Up Shipment Zones

• Go to Shipment Zones page
• Add ZIP codes for each pickup location
• Activate zones

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Understanding Your Account

Account Details:

• Business ID (businessToken) - Unique identifier for API calls
• Phone Number - Tied to your login (cannot be changed without support)
• Email - Primary contact for notifications
• Business Name - Shown in communications

Account Capabilities:

Business Owner (You):

• Full access to all features
• Can create/edit/delete orders
• Can manage team members
• Can view/manage API keys
• Can configure settings
• Can manage billing

Team Members (if added):

• Limited access
• Can view orders from assigned centers only
• Can fulfill orders (process payments)
• Cannot access settings, API keys, or billing
• Cannot create/edit/delete orders

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Account Security

Your account is protected by:

• Phone verification at every login
• JWT token authentication (7-day expiry)
• Encrypted API keys
• Stripe secure payment processing

Best Practices:

• Never share your API keys
• Keep your phone number secure (used for SMS login)
• Log out from shared devices
• Review team member access regularly
• Rotate API keys periodically

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Need Help During Setup?

Common Issues:

Can't receive verification code:

• Check phone number format
• Wait 60 seconds before resending
• Try "Call Me" option
• Contact support

Address won't geocode:

• Verify address is complete and valid
• Try entering without suite/unit number
• Use standard USPS address format
• Contact support for manual entry

Payment method won't add:

• Verify card details (number, expiry, CVV)
• Check card is not expired
• Try different card
• Contact your bank

Still Need Help?

• Email: support@shaloz.com (check Business Portal for current contact)
• Visit: help.shaloz.com
• Phone: (check Business Portal for support number)