Log into the Genius Portal and use it

Find your welcome email

Before you can log in, Genius sends you an email with a temporary password.

• Look for an email from noreply@genius.io titled "Welcome to Genius."
• It lists two sets of details. Web Portal Login Credentials are for the Portal. App Login Credentials are for the POS device.
• For the Portal you need the email and temporary password shown under Web Portal Login Credentials.
• The email also has a Log In button that opens the Portal.

Log in for the first time

Your first login has three parts: sign in, set your own password, and accept the terms.

1. Click Log In in the welcome email, or go to portal.retail.genius.io.
2. Enter your email address and the temporary password, then click Log In.
3. On the Profile screen, enter the temporary password again, then type a new password twice.
4. Read the Terms of Use and Privacy Policy and click the green Accept button.

Your new password needs at least

• Eight characters
• One capital letter and one lowercase letter
• One number
• One special character, such as ! or #

You are now in the Portal and ready to use it.

Reset a forgotten password

You can reset your own password in a couple of minutes. You will need access to your email.

1. On the login page, click Forgot password?
2. Enter the email address on your account and click Submit.
3. Check your inbox for a 6-digit verification code.
4. Enter the code and click Log In.
5. Type your new password in New Password and again in Confirm new password.
6. Click Submit. You return to the login page.
7. Log in with your email and the new password.

Find your way around

Everything in the Portal is reached from the Navigation Menu down the left side. Click a heading to open the pages inside it.

• Dashboard: your starting page.
• Marketplace: add tools such as Invoicing and Order Ahead.
• Analytics: sales reports, Item Mix, Calendar and card settlement.
• Transactions: every sale, batch and payment.
• Items: your Item Library, discounts and taxes.
• Store Setup: store details, registers, receipts and printers.
• Staff: users and their permission groups.
• Locations: each of your stores.

Top of the screen

• The location name shows which store you are working in. With several locations, switch here before making changes.
• Your name at the top right opens your profile and Logout.

Check your store details and hours

Store Operations holds the details that print on receipts and control how the POS behaves. Check them on day one.

• Store information: name, address, time zone and phone number.
• Hours of operation: click Add Hours, tick the days, and enter opening and closing times. Add another row for days with different hours.
• Business options: switches such as letting staff log into the POS with a PIN, and locking the POS screen with a PIN.
• Click Save when you finish.

Set your branding once

The Branding page keeps your logo, colors and business details in one place. What you set here appears everywhere customers see your name.

1. Upload your digital logo.
2. Choose your brand colors.
3. Fill in your business details, starting with the business name.
4. Check the live preview on the right, then click Save.

Where it shows up

• Invoices
• Your Order Ahead online store
• Appointments
• Payment forms

If a page says its branding has moved, click Go to Branding.

Add your staff

Give every person their own user, so each sale and refund is tied to a name. Adding a user takes two stages.

Stage one: the person

1. Click Staff, then Users, then Add Users at the top right.
2. Enter a username, first and last name, and a password.
3. Add an email if you want, and a PIN. Click Generate for a random PIN.
4. Click Save.

Stage two: what they can do

• Assign the user to one or more Groups. A group decides what they can do on the POS and in the Portal.
• With several locations, choose which ones they work at.

Manage your registers and locations

A register is one POS device plus the Genius app on it. Each register has its own sales and batches.

Registers

• The Registers page lists every device at the selected location.
• Click a column name to sort. Use the dropdown to show only active or inactive registers.
• Click Add Register to set up another device, or the pencil icon to edit one.
• Export the list with the links under the table.

Locations

• Click Locations in the menu to see all your stores.
• Search by name, or filter by active and inactive.
• Click the pencil icon to edit a location. Untick Active to take a closed store out of use.

Check your numbers, sync and sign out

Three things to do before you close the Portal.

Look at your sales

• Analytics › Sales Summary shows sales, discounts, tax and tips for any date range.
• Analytics › Calendar shows a month at a glance, with weekly and monthly totals.

Sync your devices

Changes made in the Portal do not reach a POS until it syncs. On each device, tap Sync Now.

Sign out

1. Click your name at the top right of any screen.
2. Click Logout.