
So You're Ready to Grow Your Business...
What's Next?
We're so excited to show you all the ways that Playbook can help to grow your business. Here, we'll lay out next steps to start successfully transition your organization onto Playbook.
Step-by-Step Setup Instructions:
Follow the directions below to get started!
STEP 3:
Schedule the 1st Meeting with Your Success Coach
Step 1: Processing Credit Cards
Begin by getting Paysafe Approval to Process Credit Card Transactions
Complete Paysafe Application "1"
1. If you're based in America, complete this application
2. If you're based in Canada, complete this application
Step 2: Processing ACH Payments
Continue by receiving Paysafe Approval to Process Credit Card Transactions
Complete Paysafe Application "2"
1. If you're based in America, complete this application
2. If you're based in Canada, complete this application
*If you'd like assistance, please schedule a call with our Paysafe application specialist*
Step 3: Meet Your Success Coach
Schedule your first onboarding meeting with your personal Business Successs Coach!
Schedule Your Meeting Here!
If you have any questions, please reach out to your existing Playbook contact or to support@callplaybook.com!

We're so excited to get started!
FAQ 1
FAQ 1