Business Onboarding Guide
This guide walks through the 6-step wizard new businesses complete when they first sign up for Ciklek.
Overview
The onboarding wizard is at /onboarding and covers:
- Business Profile — name, address, industry vertical
- Contact Info — primary contact, billing email, phone
- Service Locations — pickup/delivery address(es)
- Parts Registration — add your blades, scissors, or other parts via QR scan or manual entry
- Subscription — choose a plan (Starter, Professional, Enterprise)
- Payment — link a credit card or ACH account via Stripe
Step 1 — Business Profile
Enter your legal business name, DBA name (if different), industry type (food processing, medical, textiles, industrial, etc.), and primary service address.
Tip: The industry type determines the default service types available to you. You can add custom service types later in Settings.
Step 2 — Contact Info
Provide:
- Primary contact — the person who manages the account day-to-day
- Billing email — invoices and receipts go here (can be different from login email)
- SMS number — order status and pickup alerts
Step 3 — Service Locations
Add one or more locations where Ciklek will pick up and return parts. For each location:
- Street address + suite/unit
- Receiving hours (we'll only schedule within these windows)
- Special access instructions (gate code, loading dock, etc.)
Step 4 — Parts Registration
Register the parts you want sharpened. You can:
Scan QR codes — If your parts already have QR stickers, open the camera and scan each one. The part is registered and linked to your account automatically.
Manual entry — Click "Add Part Manually" and fill in:
- Part type (blade, scissor, saw, etc.)
- Manufacturer + model (optional)
- Serial number (optional)
- Internal label/name (e.g. "Line 3 Knife A")
Ciklek will generate and mail QR sticker sheets for any manually-added parts.
Step 5 — Choose a Plan
| Plan | Parts Limit | Pickups/Month | Features | |------|-------------|---------------|----------| | Starter | Up to 25 | 2 | Email notifications | | Professional | Up to 100 | 8 | Email + SMS, AR aging dashboard | | Enterprise | Unlimited | Unlimited | API access, webhooks, dedicated AM |
Step 6 — Payment
Connect a payment method via Stripe. Ciklek accepts:
- Credit/debit card (Visa, MC, Amex, Discover)
- ACH bank transfer (US banks only — 3-5 day settlement)
- Invoice / NET 30 — Enterprise customers only, requires approval
Once payment is confirmed, your account is activated and your first pickup can be scheduled.
Post-Onboarding Checklist
- [ ] Invite additional staff members (Admin → Users)
- [ ] Set up pickup schedule preferences
- [ ] Download the Ciklek mobile app (drivers and technicians)
- [ ] Review your customer portal — share the link with your team