In this quick tutorial, you’ll learn exactly how to set up your Rootabl business account so you can start tracking referrals and paying affiliates seamlessly. Follow along as we walk you through each step to get up and running in just a few minutes!
Step-by-Step Instructions: Set Up Your Rootabl Business Account
1. Create Your Rootabl Account
Go to https://rootabl.com and sign up for a free trial. That will take you to the onboarding wizard!
Claim your Rootabl username — this will appear at the end of any affiliate links you use.
2. Set Up Your Business
After setting up your account, click to create a business.
Choose a business ID (used in URLs) — this can’t be changed later.
Optionally enter your website and answer questions about your role, industry, and revenue goals on your Onboarding Checklist.
Rootabl pulls in payment data via Stripe to track commissions.
Click to connect your Stripe account — you can link multiple accounts and rename them for clarity.
We can connect with Spiffy and SamCart Payment systems with additional steps. Take a look at the document linked in the title of this step for further information.
Choose the platforms you're using (e.g., Kajabi, ClickFunnels, Mighty Networks).
Platform specific instructions will appear in a pop-up for your platform.
Multiple platforms may be used at the same time to track affiliate leads.
Follow the instructions listed and if you have any questions, feel free to email us at hello@rootabl.com for any help!
This enables accurate referral tracking across platforms.
5. Set Up Commission Payouts
Choose your payout review window (e.g., 14 days for a Payout Holding Period).
Decide who pays the payout processing fee (5% of commission — either you or your affiliates).
Connect your bank account for payouts (supports ACH, SEPA, or ACSS).
If you don't have an account associated with any of these, let us know and we can send you an invoice to be paid instead every month!
6. Access Ongoing Settings and Checklist
Go to Business Settings anytime to:
Review or update payment providers
Invite team members & assign notifications for them
Access billing portal
Choose email notification preferences
Enable or disable self-referrals
Revisit the Onboarding Checklist to track progress and complete steps at your own pace.
