Merchant Guide
Welcome to the Genius Checkout merchant portal. This guide walks you through every screen, button, and decision in app.geniuscheckout.com — from your first login to running subscriptions across HighLevel, QuickBooks, Wix, and more.
If you're a developer integrating against our API, head to the Developer Docs instead.
Where to start
New here?
Start with First Login & Dashboard Tour — it walks through what every section of the portal does in under 10 minutes.
What's in this guide
The merchant portal has eleven main surfaces. Pick a cluster based on what you're trying to do today:
| If you want to… | Go to |
|---|---|
| Set up your account for the first time | Getting Started |
| View a payment, issue a refund, handle a dispute | Payments & Transactions |
| See your customers + their saved cards | Customers |
| Create a shareable link for someone to pay | Payment Links |
| Manage recurring billing | Subscriptions |
| Add a card processor (PowerTranz, MPGS, etc.) | Gateways |
| Connect HighLevel, QuickBooks, Wix, Ecwid, WooCommerce | Integrations |
| Customise how your checkout looks | Branding & Custom Fields |
| Manage API keys, webhooks, API logs (developer-ish surface) | Developer Surface |
| See your numbers + export CSVs | Reporting |
| Update your plan, security, or login settings | Account & Billing |
Tagging convention
Every page in this guide carries one or more tags so you can scan related topics fast:
setup— things you do once during onboardingdaily-ops— things you do regularly (refund a payment, view a transaction)integration— connecting a third-party platformadvanced— used less often, but worth knowingdeveloper— surfaces aimed at technical team members
Need help?
Email [email protected] any time. Include your merchant slug (visible in the URL of your merchant portal — something like ma_…) so we can find your account quickly.