Quick Start Guide

Get up and running with BagelPay in under 10 minutes. Follow our step-by-step guide to set up your account and start processing payments.

Want to get started off using BagelPay right away ? Our quick start guide below will take you through the most essential steps to get started.

Quick Start

Step 1 : Login to your account

Log in using your email or sign in with Google. If you don’t have an account yet, you can create one at https://app.bagelpay.io/login.

By default, you are in Test Mode, all the operations and transactions are in sandbox.

If you need more support or would like to talk to our experts, you can book a Google meeting or join our Discord or join our X.

Step 2 : Create Your API Key

API Keys are secret tokens used to authenticate your requests. They are unique to your account and should be kept confidential.

• On the top navbar, navigate to the “Developer” section.

• Click on the "Create api key" button in the "API Keys" tab.

• Copy your API key and keep it safe.

Step 3: Create Your First Product

Go over to the products tab and create a product.

You can add a name, description, and price to your product.

The step by step guides below will help you understand how to add One Time Payment products and Subscription products.

Add One Time Payment Product (One-Time Payment)

Add Subscription Product (Subscriptions)

Step 4: Create a Payment Link

After successfully creating your product, you can copy the payment link by clicking on the product Share button.

The payment link could be used in many cases:

• Simply send this link to your customers and they will be able to pay you instantly.

• Integrate this link into your website's price page or buy button, accept payment with no-code integration.

Payment link example:

https://test.bagelpay.io/product/prod_1960616428193214466

Step 5: Testing the payment link

For testing payments, you could use the test card 4242 4242 4242 4242 with any expiration and CVV.

Step 6: Get the order invoice

Step 7: Switch to Live Mode

After completing the product setup and payment process, now it's time to switch into Live Mode.

you can click the toggle button at the top right corner.

If you have not completed the verification process with BagelPay, you must submit a KYC/KYB form within five minutes.

Step8: identity Verification and Business Verification

The Identity Verification and Business Verification processes are critical steps for ensuring compliance with legal and regulatory standards. These verifications confirm the identity of the merchant and the legitimacy of their business.

Merchants must complete both steps to unlock full access to the Bagel Payments platform, including payment processing and payouts.

• Identity Verification: Verifies the individual managing the merchant account by requiring personal identification documents.

• Business Verification: Confirms the legitimacy of the business entity, requiring submission of business registration and related documents.

Key Highlights

1. Secure Document Submission Merchants can securely submit personal and business documents, which are reviewed manually for compliance.

2. Multiple Businesses Merchants can add and verify multiple businesses under a single account, allowing seamless switching between verified businesses.

For More details about the Verification process visit verification process page.

Step 9: Payout setup

The step by step guides below will help you understand the process of linking your bank account and completing payout compliances.

Link your bank account (Link Bank Account)

Payout Compliance (Payout Compliance)

If you are planning to do a code integration, we strongly encourage you to check out our developer guides.

Create checkout-sessions dynamically, use webhooks to receive updates on your application automatically, and much more.

Developer Integration

Developer Integration Guide