We use cookies, Read more in our Cookies Policy×
Support

Help Center

Explore Support Articles, Find answers, tutorials, and troubleshooting guides to make the most of our platform to overcome challenges you may encounter.

GeniusX Support

Finance overview

Understand the financial workspace, ledger flows, and automation available in GeniusX.

Invoicing

Set up invoice templates, taxes, and client portals to get paid quickly.

Contracts & retainers

Automate contract-driven billing schedules and approval workflows.

Payments & cashflow

Track incoming payments, expenses, transfers, and reconcile accounts.

Reporting & insights

Build dashboards, export records, and monitor financial health.

Projects overview

Structure projects, categories, teams, and monitor progress across portfolios.

Tasks & workflows

Use Kanban boards, priorities, and automation to keep tasks moving.

Collaborating in chat

Connect projects with real-time messaging, mentions, and shared files.

License generator

Generate, distribute, and validate product keys for digital services.

Events & appointments

Plan events, manage RSVPs, and share public booking pages.

Calendar & availability

Control availability, durations, and integrate with scheduling workflows.

QR items & menus

Publish QR menus, manage availability, and capture local orders in real time.

Calendar & appointments

Set availability slots, appointment types, and integrate with your schedule.

People management

Invite members, assign teams, and track participation across modules.

Roles & permissions

Apply CASL-based permissions to align duties with company policies.

Multi-company workspace

Switch between companies, manage branding, and configure shared assets.

Chat & collaboration

Use Socket.IO-powered messaging, mentions, and shared attachments to keep teams aligned.

Custom domains & branding

Map vanity domains, manage default landing experiences, and configure brand assets.

E-commerce & storefronts

Launch storefronts, manage catalogues, and process payments with Stripe and QR orders.

Notes & daily productivity

Capture ideas, collaborate on shared notes, and link notes to tasks and meetings.

Account preferences

Manage profile details, availability, notification preferences, and security.

Roles & access control

Understand role tiers, CASL abilities, and how permissions flow through the system.

Plans & usage limits

Compare plan tiers, monitor usage limits, purchase add-ons, and review billing.

Need further information!

Check FAQs Page