> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paysight.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get started with Paysight's payment processing platform in minutes

<Callout type="info">
  This guide will help you get started with Paysight, our comprehensive payment processing platform with a powerful CRM at its core.
</Callout>

<Callout type="note">
  The Paysight platform consists of a core CRM system for managing customers, transactions, and merchant accounts, complemented by integration options like the Widget SDK for online payments and APIs for custom implementations.
</Callout>

# Platform Components

<Tabs>
  <Tab title="Overview">
    <Callout type="info">
      Paysight is a comprehensive payment processing platform with a powerful CRM at its core, complemented by integration options like the Widget SDK for web applications.
    </Callout>

    Paysight enables businesses to:

    * Accept payments securely with PCI-compliant solutions
    * Manage transactions and subscriptions through a centralized CRM
    * Gain insights into financial operations with detailed reporting
    * Streamline customer management and payment processing
  </Tab>

  <Tab title="Platform Components">
    <CardGroup cols={2}>
      <Card title="Paysight CRM" icon="window" href="/guides/introduction">
        The core platform for managing your payment operations, transactions, customers, and reporting.

        **Key features**: Merchant management, transaction processing, reporting, customer management
      </Card>

      <Card title="Widget SDK" icon="code" href="/widget-sdk/introduction">
        Integration tool to embed payment processing into your website or application.

        **Key features**: Secure payment forms, customizable UI, event handling
      </Card>
    </CardGroup>
  </Tab>
</Tabs>

## Getting Started with Paysight

<Steps>
  <Step title="Create your Paysight account">
    To get started, you'll need to create an account. Please reach out to us at [info@paysight.io](mailto:info@paysight.io) to get started or reach out to your account manager.

    <Callout type="info">
      You'll need to provide basic business information to create your account.
    </Callout>
  </Step>

  <Step title="Set up your merchant account">
    Complete your merchant profile and banking information in the CRM dashboard.

    <CardGroup cols={2}>
      <Card title="Business Information" icon="building">
        Add your business details, including legal name, address, and tax information.
      </Card>

      <Card title="Banking Details" icon="bank">
        Connect your bank account for settlements and configure payout schedules.
      </Card>
    </CardGroup>

    <Callout type="info">
      For detailed instructions, see the [Merchant ID Setup Guide](/guides/mid-setup).
    </Callout>
  </Step>

  <Step title="Configure payment settings">
    Set up your payment methods, currencies, and processing rules in the Settings section.

    <AccordionGroup>
      <Accordion title="Payment Methods" icon="credit-card">
        Enable the payment methods you want to accept (credit cards, ACH, etc.).
      </Accordion>

      <Accordion title="Currencies" icon="money-bill">
        Configure which currencies you'll accept and set up exchange rate handling.
      </Accordion>

      <Accordion title="Processing Rules" icon="sliders">
        Set up fraud prevention rules, transaction limits, and approval workflows.
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Start accepting payments">
    Begin processing transactions through the CRM or by integrating the Widget SDK.

    <CardGroup cols={2}>
      <Card title="Manual Processing" icon="cash-register">
        Process payments directly through the CRM interface for phone or in-person orders.
      </Card>

      <Card title="Widget Integration" icon="code">
        Integrate the Widget SDK into your website for online payments. See the [Widget SDK Quickstart](/widget-sdk/quickstart) for details.
      </Card>
    </CardGroup>
  </Step>
</Steps>

## Exploring the Paysight CRM

<CardGroup cols={3}>
  <Card title="Dashboard" icon="gauge">
    Get a quick overview of your payment operations, including recent transactions, revenue metrics, and alerts.
  </Card>

  <Card title="Transactions" icon="receipt">
    View, search, and manage all your transactions, including approvals, declines, refunds, and disputes.
  </Card>

  <Card title="Customers" icon="users">
    Manage customer information, view payment history, and handle subscription management.
  </Card>

  <Card title="Reports" icon="chart-line">
    Generate detailed reports on sales, settlements, refunds, and other key metrics.
  </Card>

  <Card title="Settings" icon="gear">
    Configure your account settings, payment methods, user access, and notification preferences.
  </Card>

  <Card title="Integrations" icon="plug">
    Connect with third-party services and set up the Widget SDK for your website.
  </Card>
</CardGroup>

## Available CRM Guides

<AccordionGroup>
  <Accordion title="Introduction to CRM" icon="book-open">
    <CardGroup cols={1}>
      <Card title="CRM Introduction" icon="circle-info" href="/guides/introduction">
        An overview of the Paysight CRM platform, its key features, and how to navigate the interface.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Account Setup" icon="gear">
    <CardGroup cols={1}>
      <Card title="Merchant ID Setup" icon="id-card" href="/guides/mid-setup">
        Learn how to set up and configure your merchant account, including banking information, business details, and payment processing settings.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Transaction Management" icon="credit-card">
    <CardGroup cols={2}>
      <Card title="Transaction Reports" icon="chart-line" href="/guides/reports">
        Generate and analyze detailed transaction reports, including sales summaries, settlement reports, and custom date range analytics.
      </Card>

      <Card title="Transaction Management" icon="list-check" href="/guides/transactions">
        View, search, and manage individual transactions, including capturing authorizations, voiding transactions, and transaction history.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Customer Management" icon="users">
    <CardGroup cols={2}>
      <Card title="Processing Refunds" icon="rotate-left" href="/guides/refunds">
        Step-by-step instructions for processing full and partial refunds, managing refund disputes, and refund reporting.
      </Card>

      <Card title="Subscription Management" icon="calendar-check" href="/guides/unsubscribe">
        Manage recurring billing, handle subscription cancellations, and process unsubscribe requests from customers.
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

## Integration Options

<Tabs>
  <Tab title="Widget SDK">
    The Widget SDK allows you to embed a secure payment form directly into your website or application.

    <Steps>
      <Step title="Get started with the Widget SDK">
        Follow our [Widget SDK Quickstart Guide](/widget-sdk/quickstart) to integrate payment processing into your website.
      </Step>

      <Step title="Customize the widget">
        Explore [configuration options](/widget-sdk/guides/configuration) and [styling](/widget-sdk/guides/styling) to match your brand.
      </Step>

      <Step title="Handle payment events">
        Implement [event handling](/widget-sdk/guides/events) to create a seamless payment experience.
      </Step>
    </Steps>
  </Tab>

  <Tab title="API Integration">
    For more advanced integrations, you can use our RESTful APIs to build custom payment flows.

    <CardGroup cols={2}>
      <Card title="Payment API" icon="credit-card" href="/api-reference/card-submit">
        Process payments, manage refunds, and handle card transactions programmatically.
      </Card>

      <Card title="Customer Service API" icon="users" href="/api-reference/customer-service-api/search">
        Manage customer profiles, view transaction history, and handle subscriptions.
      </Card>
    </CardGroup>

    <Callout type="info">
      Check out our [API Reference](/api-reference/introduction) for detailed documentation on all available endpoints.
    </Callout>
  </Tab>
</Tabs>

## Next Steps

<CardGroup cols={3}>
  <Card title="CRM Guides" icon="window" href="/guides/introduction">
    Dive deeper into the CRM platform capabilities.
  </Card>

  <Card title="Widget SDK" icon="code" href="/widget-sdk/introduction">
    Explore the Widget SDK for website integration.
  </Card>

  <Card title="API Reference" icon="book" href="/api-reference/introduction">
    Browse our API documentation for advanced integration.
  </Card>
</CardGroup>

<Callout type="tip">
  Need help? Contact our support team at [support@paysight.io](mailto:support@paysight.io) for assistance with your account setup or integration.
</Callout>