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First steps

What to do in your first minutes with Jim, from download to your first sale.

Just downloaded Jim? Here's what to do first.

By the end of this, you'll be able to take a card payment, have a free website live, and know where your money lands.


1. Create your seller profile

Open the app and fill in your business info. Jim needs a few details to verify who you are. This is what gets you approved to take payments.

Approval usually doesn't take long. Once you're in, everything else unlocks.


2. Check out your website

While you were filling in your profile, Jim already built you a website from your business info. Professional design, checkout built in, custom jim.com link.

When you're ready, share the link on your Instagram bio, in a text, or wherever your customers find you.

Want something changed? Tell Jim in chat and it updates. No coding, no templates, no drag-and-drop.


3. Set up your Jim Card

Your Jim Card is a virtual Visa prepaid card. Every sale you make loads it up in seconds, automatically. No button to press, no transfer to wait for.

Add it to Apple Wallet or Google Wallet so you can spend it in stores with Apple Pay or Google Pay. Online, use the card details from the app anywhere Visa is accepted.

No physical card, no ATM. If you want to move your balance to a bank account, you can do an ACH transfer later. For spending your balance, the Jim Card is all you need.


4. Make your first sale

You have two ways to get paid:

  • In person

Open the app, type in the amount, tap Sell, and ask your customer to hold their card, phone, or watch close to your phone. The sale goes through and the money is on your Jim account in seconds.

  • Remotely

Type in the amount, tap Sell, pick Payment Link, and send the link by text, email, or DM. Your customer opens it, pays with their card, done.

That's it. You just got paid.


5. Turn on tips and fee pass-through

Before your first sale, you can turn on a couple of things that come built into every payment:

  • Tips

    A tip screen shows up before your customer pays. They pick a suggested amount, enter their own, or skip it. The standard rate just applies to the new total. No extra charge.

  • Fee pass-through

    You choose who covers the processing fee on each sale. Pass it to the customer and Jim adjusts the total so you come out even. Absorb it and they see the exact price.

Both are optional. You can turn them on or off anytime.


6. Ask Jim anything

There's a ✨ button inside the app. That's Jim, your AI assistant.

It reads your actual sales data, so the answers are about your business, not generic advice.

Things you can ask:

  • "How much did I make today?"

  • "What was my best day this week?"

  • "Are there any markets near me this weekend?"

  • "Create a payment link"

  • "How much should I charge for a haircut?"

If the ✨ turns purple, there's a message or alert waiting for you.


What you don't need

  • A bank account. Everything runs inside the app. ACH transfers to a bank are there if you want them, but they're optional

  • A card reader. Your phone will do the job.

  • A subscription. No monthly fees, no setup costs


FAQ

How long does approval take?

Usually not long. You'll get a notification once your profile is approved and you can start selling right away.

Can I sell before I'm approved?

No. You need an approved seller profile to take payments. Once approved, you can start immediately.

Do I need to set up my website myself?

No. Jim builds it for you from your business info when you sign up. You can customize it later by telling Jim what you want changed.

Can I use Jim on a tablet?

No. Jim runs on phones only. Works on iPhone and Android phones with NFC and up-to-date software.


Need more help?

Human support is available Monday to Friday, 9am–5pm EST.

✨ Talk to Jim, our AI smart help, available 24/7.

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