Setting Up Your RetailGenie Account

Welcome to RetailGenie! This guide walks you through the initial setup process so you can start using the platform right away — whether you're running a mattress showroom, furniture store, appliance dealer, or any other retail operation.

Step 1: Accept Your Invitation

You'll receive an email invitation from your store owner or manager. Click the link to create your account. You'll set your password and basic profile information.

Step 2: Complete Your Profile

Add your name, role, and contact information. If you're a salesperson, this is where your commission profile gets linked — so make sure your details are accurate.

1. Click your avatar in the top-right corner
2. Select 'Profile Settings'
3. Fill in your name, phone number, and preferred notification method
4. Upload a profile photo (optional but helpful for team recognition)
5. Click 'Save Changes'

Step 3: Explore the Dashboard

Once logged in, you'll see your role-specific dashboard. Salespeople see daily goals and pending follow-ups. Managers see store-wide KPIs. Drivers see today's route. Take a minute to click around — the interface is designed to be intuitive.

Step 4: Set Your Notification Preferences

Navigate to Profile Settings → Notifications. Choose how you want to receive alerts — push notifications, email, or SMS. We recommend enabling push notifications at minimum so you never miss a follow-up reminder or delivery update.

Step 5: Download the Mobile App

RetailGenie works on any device, but for salespeople on the showroom floor and drivers on the road, the mobile experience is optimized for quick actions. Add RetailGenie to your home screen for instant access.

Troubleshooting Common Setup Issues

• Invitation expired? Ask your admin to resend from Settings → Team
• Can't set password? Make sure your password is at least 8 characters with a mix of letters and numbers
• Wrong role assigned? Contact your store admin to update your role — they can change it without creating a new account