Payments Manager Demo
→ Watch or revisit the onboarding walkthrough to confidently use the self-serve portal.
As part of your onboarding, a live walkthrough of the ordering portal is scheduled with your team. During your walkthrough, we'll cover the following:
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How to place orders
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Where to find past order details
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How to manage messaging and programs
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Tips for handling digital vs. physical card differences
Once the walkthrough is complete, you’ll receive a follow-up email with a link to the tutorial video. You can revisit the demo anytime or share it with other team members—it's a quick way to get comfortable navigating the portal and placing orders, even if someone missed the original onboarding call.