Step-by-step guides built for mattress, furniture, and appliance retailers — from your first login to advanced workflows. Learn at your own pace, no trainer needed.
Set up your account and get your store running in under an hour
3 lessons · 22 minCreate your account, add your store info, and configure your basic settings.
Configure your store locations, tax settings, and operating hours.
Add salespeople, managers, and drivers to your RetailGenie account.
Master the sales terminal, follow-ups, financing, and daily goals
6 lessons · 50 minLearn how to search products, build invoices, and close sales.
Apply discounts correctly, create bundles, and submit financing applications.
Use texting, reminders, and CRM tools to close more deals.
Read your performance dashboard, track progress, and hit your targets.
Go beyond the basics — learn when and how to present financing to increase close rates and average ticket.
Handle returns, exchanges, and invoice adjustments correctly with step-by-step workflows.
Dashboards, KPIs, staff management, inventory, and multi-store operations
5 lessons · 46 minMonitor all your locations from a single screen.
Understand the analytics dashboards and use them to make decisions.
Configure commission structures, manage team members, and track payroll data.
Track floor models, manage stock levels, and use GMROI to make smarter buying decisions.
Manage manufacturer warranties, comfort guarantees, and extended protection plans from one place.
Routes, checklists, photo proof, and schedule management
2 lessons · 15 minAutomated email, CRM workflows, texting compliance, and power-user tips
4 lessons · 32 minSend automated, on-brand emails to customers — post-purchase, delivery, and follow-up — straight from RetailGenie's built-in email.
Get the most out of RetailGenie's CRM with proven workflows and tips.
Master customer texting for follow-ups, delivery updates, and promotions.
Understand TCPA rules, consent requirements, and how to text customers legally.