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Design improvements related to embedded component onboarding #9811

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dmallory42 opened this issue Nov 26, 2024 · 0 comments · May be fixed by #10214
Open

Design improvements related to embedded component onboarding #9811

dmallory42 opened this issue Nov 26, 2024 · 0 comments · May be fixed by #10214
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component: onboarding Onboarding merchant in KYC, dev vs live, etc focus: account lifecycle type: enhancement The issue is a request for an enhancement.

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@dmallory42
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Description

This issue covers various improvements to how we communicate account status after onboarding is complete.

Once you land on the Payments Overview, we should only show the “Congratulations” notice if the store is fully verified. It’s confusing to see, “Congratulations!” and “Your payouts are suspended” or “Suspended soon” in the same experience.

There’s a “Learn more” link but we can surface more information from Stripe in the account details to provide more context and next steps on what it means and what to do. Also, the blue link creates a lot of noise.

Acceptance criteria

  • Only show the Congratulations notice when the store is fully verified (need to also check payments and payout status).
  • On the account details, add a popover tooltip replacing the learn more link to provide more context when payouts/payments are suspended. (see screenshots) - we need to check what information we have from Stripe that could populate the popover to avoid the merchant needing to go to the Stripe dashboard
  • On the onboarding page, the back and cancel links should be gray and cancel should be an x icon to align with the designs. (see P2)

Designs

Image

Image

Dev notes

Additional context

P2: paJDYF-fN5-p2

@oaratovskyi oaratovskyi added type: enhancement The issue is a request for an enhancement. component: onboarding Onboarding merchant in KYC, dev vs live, etc focus: account lifecycle labels Nov 27, 2024
@oaratovskyi oaratovskyi linked a pull request Jan 22, 2025 that will close this issue
6 tasks
@anu-rock anu-rock added this to the WooPayments 8.9.0 milestone Jan 22, 2025
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Labels
component: onboarding Onboarding merchant in KYC, dev vs live, etc focus: account lifecycle type: enhancement The issue is a request for an enhancement.
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