Get Rolling with Pay by Bank: Pre-Launch Checklist
Everything your team needs to complete before going live with Pay by Bank
Use this checklist as your launch roadmap. Watch the walkthrough video first, then work through each item before your go-live date. Each item links directly to the resource that will help you complete it. Your store may have unique workflows that require additional steps — this covers the essentials.
Walkthrough Video
Pre-Launch Checklist
✓ Complete before go-live
Check off each item as your team completes it
Setup & Configuration
Pay by Bank enabled across all order types Required
Confirm Pay by Bank is enabled in Back Office for in-store, E-Commerce, and Kiosk — including tipping if applicable.
Enable Pay by Bank →
Express Lane configured in POS If applicable
If your store has capacity for a dedicated Pay by Bank preorder lane, configure it in the POS before launch.
Express Lane Setup →
In-Store & Marketing
Marketing kit received and assets placed in-store Required
Confirm your kit arrived. Place materials at registers, the ATM, host stand, lobby, and kiosk areas using the planogram as your guide.
View Placement Guide →
Digital assets downloaded and Ecomm banner updated Required
Download Pay by Bank digital assets and update your Dutchie Ecomm banner and social channels so online customers know it's available.
Download Digital Assets →
Launch email campaign set up and scheduled Required
Set up the one-time announcement email for existing customers and the recurring campaign for new customers through Loyalty & Marketing.
L&M Campaign Setup Guide →
Team Readiness
Budtenders completed Pay by Bank training Required
Every budtender should complete the Budtender Training Series before launch — covering how Pay by Bank works, checkout flows, and how to handle customer questions.
Budtender Training Series →
Store manager reviewed reporting and reconciliation Required
Whoever handles your daily reconciliation should review how to find Pay by Bank transactions in the Closing Report, Sales Report, and Settlement Report before the first day.
Reporting & Settlement Guide →
Team reviewed troubleshooting and common errors Recommended
Familiarize your team with common Pay by Bank errors and how to resolve them quickly so the first few days go smoothly.
Troubleshooting Guide →
Printable Checklist
Download the full checklist as a PDF to share with your team or keep at the manager's station.
Download Pre-Launch Checklist (PDF)