📄️ Creating a Plan via the Agent Checkout
Learn how to use the PlanPay merchant portal to access the agent checkout and create plans on behalf of your customers.
📄️ Managing an Existing Plan
Learn how to manage existing plans in the PlanPay merchant dashboard with this informative training video. Designed for internal staff, this video provides step-by-step instructions on reviewing and monitoring plans created by agents or customers.
📄️ Processing Cancellations and Refunds
Learn how to process cancellations and refunds in the PlanPay merchant dashboard with this comprehensive training video. Designed for internal staff, this video provides step-by-step instructions on effectively canceling plans and processing custom refund amounts for plans created by agents or customers.
📄️ Managing API Keys for PlanPay APIs
Learn how to create, regenerate, and revoke API keys for PlanPay checkout APIs with this concise training video. Intended for staff members with Developer or Admin access, the video provides step-by-step instructions for managing API keys.