Grow with The Root Payments

One platform to manage your payments, anytime and anywhere.

Manage Card, ACH, Crypto and Cash Transactions
Flat Rate, Cost Plus, and Dual Pricing / Surcharge Plans
Retail / Restaurant POS, Mobile POS, Software Integrations
Custom Development & VIP Support

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Step 1 of 3 - About Your Operations

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About Your Operations

Help us understand your business so we can suggest the right software and / or services.

Who is Your Primary Customer?(Required)

Select the answer which best describes the majority of your customers.

Consumers (B2C)

Businesses (B2B)

Both (B2E)

Other

Business DBA Name(Required)

Name you operate under.

Business Website

Best customer-facing website for your business, even if it's a social media page.

About Your Payments

What payment methods do you offer your customers?

Payment Types You Accept(Required)

Select any/all which apply.

Not Currently Accepting Payments (New Business)

Cash

Check / ACH

Credit / Debit Cards

Gift Cards / Coupons / Certificates

Cryptocurrency

Credit / Debit Payment Methods

Select any/all which apply.

In-Person Swipe

In-Person Tap / Dip Chip Card (NO PIN / Signature)

In-Person Tap / Dip Chip Card (WITH PIN / Signature)

Manually Typed / Keyed on Terminal

Online or In-App Payments (One-Time)

Online or In-App Payments (Recurring / Subscription)

Check / ACH Payment Methods

Select any/all which apply.

Paper Check (Bank Deposit)

Paper Check (Mobile / App Deposit)

Online Billing / Invoice Software

Echeck / ACH Transfer (One-Time)

Echeck / ACH Transfer (Recurring / Subscription)

Other Payment Methods

Select any/all which apply.

Physical Gift Card (Swiped)

QR Code / Barcode (Scanned)

Virtual / In-App Gift Card

NFC / RFID Card (Tapped)

Paper Gift Certificate / Coupon (Codes)

Order Ahead / Delivery / Pickup

Do you offer your customers the ability to order ahead? Select any/all which apply.

YES, We Offer Takeout / Customer Pickup Orders

YES, We Offer First-Party Delivery Orders (Your Drivers)

YES, We Offer Third-Party Delivery Orders (UberEats, DoorDash, etc.)

NO, We Don't Offer Takeout / Customer Pickup / Delivery Orders

Delivery / Pickup Operations

How do customers pay when ordering ahead? Select any/all which apply.

Payment in Advance (Online / In-App)

Payment in Advance (Phone)

Payment at Pickup

Payment at Delivery (Signature Required)

Payment at Delivery (NO Signature Required)

How Should We Follow Up?

Please tell us who we should contact with questions and / or a service proposal.

Your Name(Required)

First Last

Your Relationship to the Business?(Required)

Choose any/all which apply.

Your Email Address(Required)

Email Address Confirm Email Address

Preferred Method of Contact(Required)

Your Phone

Other Items of Concern?

Got an immediate, burning question? Something we should know about how you take payments at your business today that we didn't ask? Tell us more below.

Your Comments/Questions

Phone

This field is for validation purposes and should be left unchanged.

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