Firm up your professional services with an all‑in‑one POS and payment platform
Professional services
Spend less time chasing payments and more time serving clients. With flexible payment options, real-time reporting and built-in business tools, Genius™ helps streamline your workflow and unlock new revenue streams.
Keep your professional service business running smoothly
From billing and appointment scheduling to client management and beyond, get more done in less time with Genius.
Accelerate invoicing
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Features
- Access invoicing tools without extra software.
- Automate invoices in seconds.
- Reduce paper checks and mailing delays.
- Monitor billing dates and overdue invoices.
- Track invoice status from sent to paid.
- Accept payments by phone or online.
- Export billing data for taxes and accounting.
Streamline scheduling
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Features
- Offer convenient online appointment booking.
- Prevent conflicts with real‑time availability.
- Keep clients informed through text and email.
- Manage busy days with a color‑coded calendar.
- Block off personal or project time as needed.
- Adjust availability quickly as schedules change.
- Collect prepayments and cancellation fees.
Get to know your clients
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Features
- See your best clients with a Top 20 view.
- Find any client fast with a filterable directory.
- View client details and history in one place.
- Track loyalty and engagement to spot follow‑ups.
- Personalize service with shared team notes.
Give customers more ways to pay securely
Credit and debit
Accept debit and credit card payments quickly and easily.
Remote payments
Offer customers a convenient way to pay online or by phone.
Digital wallets
Support digital wallets like Apple Pay® and Google Pay™.
Get better visibility with built-in POS insights
Bring clarity to the day-to-day details that shape your firm. Genius helps you stay organized, market smarter and manage important tasks more easily.
- Minimize errors with digital payments
- Create reports for accounting software
- Track revenue and trends in real time
- Speed up payments for steadier cash flow
- Manage your Google Business Profile
- Monitor and respond to customer reviews
- Benchmark performance against competitors
Hardware built for service, speed and mobility. That’s Genius.
Whether you’re at your desk or a client’s front door, Genius devices help keep payments running smoothly — wherever service happens.
Countertop
- Full-featured workstation for front-desk service
- Large touchscreen for faster navigation
- Quick, seamless transaction processing
Handheld
- Compact design for flexible use
- Lightweight device with full POS tools
- Ideal for mobile payments and on‑site service
Make client payments easier with a secure POS solution
Accountants
Help clients settle fees quickly and accurately, reducing reconciliation work.
Legal services
Make it easier for clients to pay retainers without delays that can stall legal matters.
Consultants
Keep retainer renewals and milestone payments on track so projects can keep moving.
Financial planners
Let clients pay advisory and planning fees seamlessly to keep portfolio strategies on track.
Therapists
Allow clients to prepay packages of pay after sessions without disrupting their care.
Child care services
Help parents pay tuition, deposits and add-on program fees quickly to secure their child’s spot.
Support every type of service business
Streamline payments, scheduling and daily operations with Genius, an all-in-one POS for service businesses.
Professional services FAQs
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What types of professional service firms can use Genius?
Genius is designed for a broad range of professional service firms that need to streamline billing, accept digital and in-person payments and manage appointments. These include:
- Accounting and bookkeeping firms
- Legal firms and independent practices
- Consulting and advisory firms
- Financial planners and wealth management professionals
- Therapists, counselors and wellness providers
- Other service‑driven, client‑based professionals
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What key features can help my professional service firm collect payments more easily?
Look for tools like online invoicing and secure digital payment acceptance to help speed up your cash flow. Features that automate reminders and reduce manual admin can also help you get paid on time.
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How does Genius help professional service firms?
Genius makes it easier to send invoices, collect payments and track billing activity, helping reduce delays and giving clients a smoother, more professional payment experience.
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What payment methods does Genius support?
Genius lets you securely accept credit and debit cards, digital wallets, online payments. That flexibility makes it easier for clients to pay the way they prefer.
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What reporting and payment insights does Genius provide?
With Genius, you can access real‑time transaction reports, payout summaries and outstanding invoice visibility that can help you better understand cash flow and make more informed financial decisions. Plus, built-in reports and dashboards give you a clearer view of your firm’s operations.
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