Start by filling out the Information Collection Form.

Once submitted, you’ll receive an email at the address you provided on your form. This email will include a secure link to complete your merchant application.

While we aim to send this application as quickly as possible, please allow up to 1 business day for delivery.5

Estimated Timeline: ~1 business day

Once you receive your application link, please complete it promptly. After 24-hours, the link will expire and you’ll need to sign in here in order to access your application to make any edits or changes pre-approval. Please utilize your email address and hit “Reset your Password” to reset it and sign in.

Important: Applications must be completed within 30 days, or the process will need to be restarted.

If you need to upload additional documents or provide more information after submitting, you can return to your application at any time through the portal to finish the required steps.

To prevent funding delays, notify your bank that they may see ACH deposits and debits from:

ACH Company ID: 2465382828

Estimated Timeline - After submission, your account is typically approved and ready within 2–3 business days, unless additional documentation is requested.

Completing this step early helps prevent any future disruptions to your payment processing.

Having the following information ready can help you complete the application in about 5 minutes. (Click the dropdown arrow for the comprehensive checklist)

If any individual owns 25% or more of the business, their information must also be included or the application will be pended.

Note: After submitting, please unlock your Experian credit temporarily so a soft credit check can be completed.

OR

To move your customers from Stripe to Chalk It Pro Payments, we need to complete a payment method data migration. We recommend starting this step while your application is still pending approval, since retrieving the data can take time.

Expected Timeline

Important: This migration is only a copy of payment methods. Your current billing in Chalk It Pro continues running normally during the process.

📙 Note: Members using Link as a default payment method source through Stripe will not migrate over. Before starting migration, we can run a report for you so you can have them change their default payment methods beforehand. If you're choosing Option 2 below, please reach out to support@chalkitpro.com to request this report. Option 1 will be sent the report before migration starts.

⚠️ Plan carefully before starting

Once the migration begins:

To minimize manual work

You have two options:

We can contact Stripe on your behalf, but we’ll need additional account permissions.

Grant access:

After migration is complete, you may remove this access.

Here's a quick how-to video to give us access:

Submit a request through Stripe support to export your payment methods.

Please fill out the form like this picture (click dropdown).

Once you receive the migration files (could take up to 10 days from first request submission):

Do you plan on going the DIY route? Please fill out the form below so we know what to expect during your migration. Thank you!

Estimated Timeline: 2-3 Weeks

Once your payment method migration is finalized, you'll receive a confirmation email from us. From there, we'll be handling the transition of your CHIP account to the new UI billing on our end. No action is needed from you right now — we'll take care of everything behind the scenes. Please allow us 2–3 business days to complete this process.

⚠️ Important note for your newer clients:

If any clients joined after the migration began, please wait to have them re-enter their payment methods until AFTER we confirm the transition is complete. If they enter payment info before we finish, it won't carry over into the new UI.

Existing memberships will be set as a pending cancellation in Stripe UI with a future start date in the new UI — ensuring there are no overlapping charges or automatic rebills.

We'll send you a follow-up email as soon as everything is done. Until then, continue operating as normal — you won't notice a thing!

If you spot anything that doesn't look right in the meantime, please don't hesitate to reach out to us at support@chalkitpro.com. If a Zoom call would be helpful, just mention that in your email and we'll get one scheduled.

Thanks for your patience — we're excited to get you fully set up with your new and improved billing interface!

Timeline: ~2-3 Business Days

Total Migration Timeline: Approximately 2-4 weeks Total

Within 90 days after completing your application, you'll receive a PCI Self-Assessment Questionnaire. This is a requirement from the credit card companies themselves — not Chalk It Pro or Stax. Non-compliance carries a $50/month penalty, so it's important to complete it promptly.

As that deadline approaches, we'll send you a separate email with specific instructions to walk you through the SAQ before receiving it from Stax.

Here is more information on PCI Compliance:

What to Expect After Your Migration is Complete

Once your migration is finished, you'll receive a report from us containing several .csv files. Here's what's included:

⚠️ Heads up: A small number of payment methods may decline

In rare cases, a payment method might get a "Do Not Honor" decline — this can happen the first time a card or bank account runs through a new payment processor. Every financial institution has its own rules, and unfortunately we can't predict which ones will flag it.

When this happens, the member will be flagged with a payment issue. They can resolve it by either entering a new payment method or contacting their bank to allow the transaction. That said, not everyone will fix it on their own, so you may need to follow up with a small number of members. This has affected a very small percentage of transactions so far — we just want to make sure you're aware.

Why you're seeing duplicate memberships

Don't worry — this is expected! During the transition, existing memberships will appear as "pending cancellation" in Stripe, while new memberships will show a future start date in Chalk It Pro Payments. This ensures there are no overlapping charges or accidental rebills.

Why your reports and dashboard look like they're starting fresh

Your billing was previously tied directly to Stripe, so your reports and dashboard will look like they're starting from zero. Your historical data isn't gone — you can still access it using these links:

Communication to your Members

We've created a email template for you to use to let your members know of any changes they will see on their side and what to expect with the migration. This is not necessary to use, but if you do, keep in mind it's just a template and you're free to adjust it as you see fit.

Billing Portal

You won't need it often, but for things like updating your payout account or handling disputes, use your dedicated billing portal: