---
title: "A getting started guide for Helcim merchants | Helcim Learn"
slug: "getting-started-with-helcim"
description: "Learn how to set up and navigate your Helcim account as a new merchant, and where to go next to explore Helcim's payment and business tools."
updated: 2025-12-15T18:58:17Z
published: 2025-12-15T18:58:17Z
canonical: "learn.helcim.com/getting-started-with-helcim"
---

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

# Getting started

**Welcome to Helcim Learn!** This introductory section is your go-to guide to setting up your business with Helcim quickly and confidently.

If you’ve just signed up for Helcim, you'll find all the essential information right here. Let's get you ready to take payments.

## Guides

---

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/helcim-h(1).png) | [**Your first 7 steps at Helcim: an onboarding guide**](/v1/docs/helcim-onboarding-guide) Watch this comprehensive video guide to help you get started with Helcim. |
| --- | --- |

## Articles

---

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/helcim-h(1).png) | [**Setting up your Helcim account**](/v1/docs/setting-up-your-helcim-account) Like reading? Go through these quick-start articles to onboard as a Helcim merchant. |
| --- | --- |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/helcim-h(1).png) | [**Navigating the Helcim dashboard**](/v1/docs/navigating-the-helcim-dashboard) Learn how to get around your Helcim merchant dashboard, your all-in-one tool for taking payments and managing your business. |

## What’s next?

---

Ready to dive into Helcim’s payment and business tools? Explore our other article categories to learn more.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/payments(7).png) | [**Taking payments**](/v1/docs/taking-payments) Learn how to use Helcim’s payment tools for in-person or online payments. |
| --- | --- |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/bank-deposits(7).png) | [**Transactions & deposits**](/v1/docs/transactions-and-deposits) Learn how money flows in and out of your Helcim account. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/products-services(2).png) | [**Customers & products**](/v1/docs/customers-products) Learn how to add customer and product info to your Helcim account. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(4).png) | [**Managing your business**](/v1/docs/managing-your-business) Learn how to use Helcim’s business management tools and settings. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/support-tickets(5).png) | [**Troubleshooting & support**](/v1/docs/troubleshooting-support) Find solutions when things don’t go as planned. |