December 18, 2025
Infrastructure for Speed: The New 60-Second Merchant Activation Flow
How Surfboard’s new agentic flow takes merchants from sign-in to selling in seconds.
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The Real-Time Pulse
Upon logging in, merchants are greeted with an immediate snapshot of their performance. No digging required—just the data that matters.
- → Total Sales: Instant view of monthly revenue.
- → Volume:Track the total number of transactions for the current and previous month.
- → Average Order Value (AOV): Monitor spending trends with mean transaction calculations.
- → Visual Insights: An interactive Sales Graph visualizing performance spikes and trends.
Agentic Get-Started Flow
When your merchants log in, an intelligent wizard guides them through setup:
- → Auto-Branding: AI scrapes their URL to skin the terminal.
- → QR Pairing: Zero-config hardware connection.
- → Auto-Void Test: A self-service verification step.
The Result: Your merchants get verified and active without ever calling your support line.
Two Paths. One Powerful API.
We built the Surfboard Merchant Portal entirely on our public APIs. This gives you total architectural freedom:
- → Option A: The Zero-Lift Solution (Out-of-the-Box) Use our pre-built, fully hosted portal. It’s production-ready immediately. You simply configure your brand assets, and we handle the hosting, maintenance, and updates.
- → Option B: The Custom Build Want to embed payments deeply into your own existing software? Use the same endpoints we used to build your own bespoke interface.
The takeaway? You get to market instantly with Option A, while keeping Option B open for the future.
A Full-Stack Command Center
By enabling the Surfboard Merchant Portal, you are equipping your users with a suite of enterprise-grade tools
Fleet Management
They can manage terminals across multiple stores/locations remotely
Real-Time Insights
Live transaction feeds and reporting on every level
Growth Tools
Built-in configuration for Tips and Campaigns to drive their revenue.
Team Access
Assign roles and permissions to team members
Test out branding your portal
Our white-label solution runs through everything, of course including the merchant portal
Merchant Portal Documentation
Step-by-step guides for every feature in the Merchant Portal.
Dashboard Overview
Your central hub for monitoring your business in real time. See monthly sales, latest transactions, currency breakdowns, and quarterly trends at a glance.
Get Started Wizard
An AI-guided onboarding flow that helps new merchants set up their business, brand, hardware, and first payment in minutes.
Sales
Browse, search, and filter every transaction. Drill into individual sales for full payment, terminal, and customer details.
Reports
Generate and download settlement reports — daily, monthly, or per cash register — with sales, returns, fees, and payout totals.
Stores
Create and manage every physical, online, and omnichannel store in your business. Each store is its own configuration unit for terminals, products, branding, and payments.
Terminals
Register, monitor, and manage every payment terminal in your fleet — from SurfTouch Pro and SurfPad to Tap to Pay on iPhone and online checkouts.
Products & Catalog
Build a product catalogue per store. Add items manually, import from CSV, or scan a printed menu with AI to populate everything in one go.
Payment Links
Generate hosted checkout links to take card payments without a terminal — share over email, SMS, chat, invoice, or QR code.
Campaigns
Run promotional campaigns directly on your terminal screens — generated by AI from a simple prompt or built manually with your own copy and image.
Gift Cards
Issue, track, and redeem branded gift cards. Manage entitlements, view balances, and follow every transaction tied to each card.
Order Hardware
Browse and order new terminals, printers, and accessories directly from the portal. Cart, checkout, and shipping all handled in one place.
Settings
Manage your merchant profile, team members, branding, notifications, billing, and security in one place.
Ready to talk more about this?
If you are interested in exploring our cloud-based payment solutions and our platform, please get in touch with us and we'll schedule a call.
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