Merchant Portal Guides
Merchant Portal guides
Everything you need to run the shop from the portal, from reading the day's sales to adding a store, ordering hardware and setting up a gift card.
What do you need to do in the Merchant Portal?
Dashboard Overview
Your central hub for monitoring your business in real time. See monthly sales, latest transactions, currency breakdowns, and quarterly trends at a glance.
Get Started Wizard
An AI-guided onboarding flow that helps new merchants set up their business, brand, hardware, and first payment in minutes.
Messages
Operational notices from Surfboard -- settlements, renewals, and service updates -- in one inbox. Subscribe a shared mailbox so nothing important slips past.
Stores
Create and manage every physical, online, and omnichannel store in your business. Each store is its own configuration unit for terminals, products, branding, and payments.
Terminals
Register, monitor, and manage every payment terminal in your fleet, from SurfTouch Pro and SurfPad to Tap to Pay on iPhone and online checkouts.
Products & Catalog
Build a product catalogue per store. Add items manually, import from CSV, or scan a printed menu with AI to populate everything in one go.
Payment Links
Generate hosted checkout links to take card payments without a terminal, share over email, SMS, chat, invoice, or QR code.
Order Hardware
Browse and order new terminals, printers, and accessories directly from the portal. Cart, checkout, and shipping all handled in one place.
Settings
Manage your merchant profile, team members, branding, notifications, billing, and security in one place.
User Levels
Understand the two team roles in the Merchant Portal -- Admin and User -- and exactly what each one can and can't do.