Simple Setup Process

From Choosing a Platform to Getting Started

The setup journey can be organized into a few clear stages so businesses know what to review before launching their selected platform.

01 / EXPLORE

Browse Platforms

Review the available B2B and B2C platform examples and compare their interfaces.

02 / SELECT

Choose Your Direction

Decide whether a B2B or B2C solution better matches your business requirements.

03 / REQUIREMENTS

Share Details

Discuss your preferred platform, domain, branding and configuration requirements.

04 / CONFIGURE

Prepare the Setup

Complete the relevant technical and platform configuration steps.

05 / REVIEW

Test the Platform

Review the configured interface and required administrative functions before launch.

06 / LAUNCH

Go Live

Launch the prepared platform and use the available technical support when needed.

Choosing a Provider

What Should You Ask a Panel Provider?

Before starting, ask for clear information about the platform features, setup process, support scope, domain configuration, branding, administration tools and package inclusions.

  • Which features are included?
  • What is required for domain and branding setup?
  • What technical support is available?
  • What is the expected setup workflow?
Topic
Question
Goal
Features
What is included?
Know the scope
Support
Who assists?
Plan setup
Branding
What can be customized?
Build identity