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How to Navigate the Prahsys Merchant Dashboard

Video tutorial: find your way around the Prahsys Merchant Dashboard, including the home page, the quick actions, each sidebar section, and where to get help, with quick steps and a full transcript.

Learn how to find your way around the Prahsys Merchant Dashboard: the home page, the quick actions at the top of the sidebar, each sidebar section, and where to get help.


What This Video Covers

  • Exploring the home page — The Payments Overview, the date switcher, Generate Report, and the Memberships tab. Learn more →

  • Using the quick actions — New Payment and Create Order at the top of the sidebar. Learn more →

  • Finding your way in the sidebar — What’s under Platform, Merchant, Support, and Admin, and the menu under your name.

  • Getting help — Message our team from the chat bubble in your dashboard. Learn more →

Video Transcript

Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to find your way around the Prahsys Merchant Dashboard: the home page, the quick actions, the sidebar, and where to get help. When you log in, you land on the home page. The Payments Overview shows your payment totals for the period in the date switcher, and Generate Report turns that period into a report. Depending on your setup, you may also have a Memberships tab. Click it for your membership program at a glance.

At the top of the sidebar are two quick actions. New Payment takes a payment. Create Order starts an invoice, a membership, or a payment plan. Depending on your setup, it may read Create Invoice.

Under Platform, Dashboard brings you back to this home page. Team is where you invite and manage your team. In Settings, you turn payment methods on or off, set up receipts, and keep your practice's details up to date. Under Merchant, Memberships and Invoices each have their own list, and Orders shows every type of order together. Click the arrow next to Memberships to see Membership Plans and Members. Payments lists every transaction. Customers has each customer's profile and payment history. Disputes lists any disputed payments. PCI Compliance opens your payment security compliance in a new tab. Under Support, Support Center opens this help center. Use Feature Request to suggest an idea, and Report A Bug to tell us about a problem. Depending on your setup, you may also see an Admin section. Developer holds your API keys, webhooks, and terminals, and Security has your email and audit logs. At the bottom, click your name to switch between light and dark mode, or to log out.

That's how to find your way around the Prahsys Merchant Dashboard. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.


Quick Steps

Explore the home page

When you log in, you land on the home page. To come back to it at any time, click Dashboard in the sidebar.

  • Payments Overview — Your payment totals and payment lists for the period in the date switcher. Learn more →

  • Date switcher — Choose the period, This Week by default. Learn more →

  • Generate Report — Turn that period into a report you can download or email. Learn more →

  • Memberships tab — Depending on your setup, your membership program at a glance.

Use the quick actions

  • New Payment — Take a payment. Learn more →

  • Create Order — Start an invoice, a membership, or a payment plan. Depending on your setup, it may read Create Invoice.

Find your way in the sidebar

Platform

  • Dashboard — Back to the home page.

  • Team — Invite and manage your team. Learn more →

  • Settings — Turn payment methods on or off, set up receipts, and keep your practice’s details up to date. Learn more →

Merchant

  • Memberships — Your memberships. Click the arrow for Membership Plans and Members.

  • Invoices — Your one-time invoices. Click the arrow for invoice Templates.

  • Orders — Every type of order together, with filters for Invoices, Memberships, and Payment Plans.

  • Payments — Every transaction. Learn more →

  • Customers — Each customer’s profile and payment history.

  • Disputes — Any disputed payments.

  • PCI Compliance — Your payment security compliance, in a new tab. Learn more →

Support

  • Support Center — Opens this help center.

  • Feature Request — Suggest an idea.

  • Report A Bug — Tell us about a problem.

Admin (depending on your setup)

  • Developer — API Keys, Webhooks, and Terminals.

  • Security — Email Logs and Audit Logs.

Your name (bottom of the sidebar)

  • Switch between Light, Dark, and System mode, or Logout.

Tip: The sections you see depend on your setup. To change which ones your sidebar shows, contact Prahsys Support.

Get help

  1. Click the chat bubble in the bottom corner.

  2. Click Send us a message. Learn more →


Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.

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