Partner Academy
Guides & tutorials
Learn the partner dashboard and how to mentor businesses on Ordafy Business, POS, and Pay. 27 articles available.
Welcome to Ordafy Partner
What your role covers, what to finish first, and which tools you will use day to day.
A tour of your partner dashboard
Find your daily work quickly on a phone or a larger screen.
Your identity checks and contracts
Complete verification and agreements correctly so your partner account can stay active.
Turn leads into clear next steps
Keep prospects moving and make every follow-up easy to pick up later.
Share your referral link or QR code
Make sure each introduction is connected to you from the start.
Understand your progress
Use Analytics to see what is working and where a merchant needs help.
How you get paid
Understand the difference between your terms, your earnings, and money sent to you.
Onboard a new business
Collect the right details, create the business, and agree what happens next.
Your business launch checklist
Guide a merchant from setup to confident, genuine activity in the first month.
Help a merchant set up payments
Guide the owner through payment and settlement checks without taking over their account.
Create products with your merchant
Build a clear, accurate product catalogue the business can fulfil.
Create bookable services
Set up services with honest pricing, timing, and availability.
Inventory and rooms made simple
Help merchants track stock and bookable rooms only when those tools fit their work.
Show the merchant around Ordafy Business
Give each merchant a short tour focused on the work they actually do.
Manage orders and bookings
Help teams keep fulfilment, appointments, and customer updates accurate.
Set up the merchant's team safely
Give each person suitable access and protect sensitive actions.
Explain sales, billing, and expenses
Help merchants find the right money area and know when specialist advice is needed.
Find your way around merchant settings
Take merchants straight to the setting they need without overwhelming them.
Use the POS till day to day
Help merchants run shifts, take walk-in sales, and keep cash records tidy.
Handle bookings in POS
Connect an appointment to the right sale and record the true outcome.
Create and share a payment link
Send a clear remote payment request and check whether it has been paid.
Your Regional Growth Partner role
Build a healthy regional network through fair review, coaching, and follow-up.
Recruit and review regional partners
Invite suitable applicants and make clear, consistent review decisions.
Understand regional compensation
Read regional payment information carefully and record completed payments responsibly.
Fix common onboarding problems
Find the likely cause of a delay and choose one practical next action.
When to ask Ordafy for help
Recognise issues that need investigation and send a safe, useful support request.
Help merchants with events and venues
Guide businesses that sell tickets or hire venues on Ordafy.