Managing your Admin, Staff, or Partner account profile

Profile: An Admin, Staff, or Partner account in Checkfront.
Weekly Summary Email: Admin or restricted permission to View Reports. Not available to Partners.
Booking Calendar (iCal) and RSS: Admin or restricted permission for RSS and iCal feeds. Not available to Partners.
Latest Bookings (RSS): Admin or restricted permissions for RSS and iCal feeds. Not available to Partners.
Notifications: Admin permissions or restricted permissions to Create bookings and View items, products, and assets.
The Account Profile feature for Staff and Partners is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

In this article, we look at how to update the personal information associated with your account and manage your account settings from the Profile page of your account.

Profile overview

Account Profile

From the Profile page, you can...

update your first name, last name, email address, or nickname.
add or update your profile photo.
change your password.
provide a mobile phone number for use with SMS notifications.
manage Two-Factor Authentication where applicable.
manage your subscription to the Snapshot email.
manage your subscription to Checkfront communications.
configure your filter settings for reports.
manage your notification settings.
find RSS feeds for your latest bookings.
generate Booking Calendar (iCal) links.

Looking for information on how to configure Staff or Partner accounts? Check out the following series of articles...

Updating personal information

Personal Info Tab

From the Personal Info tab, you can configure the following.

Adding or updating your photo

You can add a photo of yourself for internal use only. This is displayed next to your account on the Accounts page, and next to any notes you create on an invoice.

Drop a JPG or PNG image in the Add Photo section to upload, or click on the section to open an upload modal.

Click the trash can icon to remove the photo from your profile once saved.

Viewing and updating your first and last name

View and update the first name and last name associated with your account.

Viewing and updating your email address

This email address is used for your login email, notifications, and internal communications.

How do I verify my email address?

When you first access your account, you are asked to verify your email. Click on the link and an email is sent to the email address specified. Click on the link in the email to complete the validation.

Verifying your email address improves the security of your account and allows us to better support you.

Viewing or updating your nickname

This is a short, unique name which is used in various reports, notes, and your profile.

Viewing your login username

Changing your password

How do I change my password?

To change your password, click on the Change Password button and follow the instructions provided in the New Password field provided.

To maintain a high level of security in your account, the new password must contain...

At least 8 characters
At least 3 of the following:
- Lowercase letters (a-z)
- Upper case letters (A-Z)
- Numbers (0-9)
- Special characters (e.g. !@3$%^&*)

Passwords must NOT contain empty spaces.

Once you have finished entering the new password, click Save to finalize the change.

You can cancel (x) the change password process and hide the new password fields at any time before clicking Save.

You can also change your password via the Forgot Password? feature.

Receiving SMS notifications

Enter your Mobile Phone number here if you wish to receive SMS notifications. Third-party Twilio integration is required for SMS notifications.

Learn more about Twilio here:

Introduction to SMS notifications using Twilio

Updating account settings

Account Settings

From the Account Settings tab, you can configure the following.

Requiring Two-Factor Authentication

Check this setting if you need to enable Two-factor Authentication within your account.

The next time you log into your account, you are asked to configure Two-Factor Authentication, by connecting your preferred authentication app (e.g. Google Authenticator for Android or Apple devices)

or SMS text code, and then entering the generated code to authenticate your login.

Learn more about securing your account here:

Securing your account with two-factor authentication

Clearing Two-Factor Authentication

Would you like to reset Two-Factor Authentication for your account? For example, if you need to change authentication methods or applications.

Click the Clear Two-Factor button to reset your account. If Two-Factor authentication is required by your organization, the next time you log in, you are asked to set up authentication again for your account.

Admins can also clear Two-Factor authentication from your account on your behalf. Please reach out to the Admin for your account for assistance.

Disabling Two-Factor Authentication

To fully disable Two-Factor Authentication within a User account, you will need to contact the Admin of your account with the request.

Instructions for the Admin can be found here:

Receiving the Snapshot E-mail (Weekly Summary)

Optionally have a recurring Weekly Summary email report sent to your email address. The email is a 7-day summary of statistics and activity within Checkfront, including...

Number of Web Bookings
Number of Staff Bookings
Number of Booking Page Visitors
Percentage Conversion Rate (learn more below)
Number of Transactions
Total Gross Revenue

You only receive an email if you have had bookings in the last seven days.

Use the select dropdown menu to choose the day of the week you'd like to receive this. You also have the option to never receive the email.

Snapshot E-mail Conditions

This setting is not visible to Partners.
The email is limited to accounts with report or administrative access privileges only.

Do you wonder what the Conversion Rate in the Weekly Summary email refers to?

The conversion rate is the percentage of visitors to your Booking Widget / Hosted Booking page that actually book out of the total number of visitors for the specified period.

The conversion rate is calculated as:
Conversion Rate = Website bookings/Total traffic x 100

In Checkfront terms, the conversion rate equals the number of website bookings divided by the total number of page views of items/products on the Booking Widget / Hosted Booking Page multiplied by 100.

For example:
50 bookings/1000 views x 100 = 5% conversion rate

To find out more about website visitors and conversion rates, visit the following blog post:

Why Visitors Aren’t Booking on Your Website

Receiving Checkfront Communications

Select this checkbox if you want to receive service updates and announcements from Checkfront.

Configuring your filter settings

Do you use the same filtered views frequently, if not daily? With this setting, you can configure whether your filter selections are saved and for how long.

Do not remember filters. This is the default setting for accounts. Filter selections are not retained once you navigate away from the report.
Remember last-used filters per session. Filter selections are remembered until manually cleared, or your session ends, and you need to log back in again.
Remember last-used filters until manually cleared. Filter selections are remembered until you manually clear them.

This setting applies to features and reports such as the Daily Manifest, Booking Daily List, and Inventory Calendar.

Clearing filters

You can clear filters (x) individually within reports or clear all filters using the button provided under Filter Settings.

Filter settings are visible and apply to Staff accounts only.

Configuring push notification settings

Be alerted via in-app notifications when new bookings are created by Customers and/or Staff.

Learn about the Push Notifications feature in the following article:

Subscribing to booking push notifications

Configuring calendar and latest booking feeds

Profile Feeds

Subscribing to the Booking Calendar (iCal)

Click on the Booking Calendar (iCal) option to subscribe to Checkfront bookings through an external calendar such as Google Calendar.

Synchronization is facilitated using the standard iCalendar media type and file format (.ical) to transfer the information.

The experience of subscribing to the feed varies depending on your calendar application (e.g. Google Calendar, Apple Calendar...). Please refer to the third-party application's help articles for more information.

Learn more about our customizable External Booking Calendar option here:

Booking Calendar: Add to External Calendar (iCal)

This feature is not available to Partners.

Subscribing to the Latest Bookings (RSS)

Really Simple Syndication (RSS) provides a quick way to view the latest bookings.

Click on the Latest Bookings (RSS) icon to open the feed. Subsequent updates are communicated through the feed.

The experience of subscribing to the feed varies depending on your feed application (e.g. RSS Subscription Extension by Google...). Please refer to the third-party application's help articles for more information.

Please install an RSS reader from your app store before opening this feed.