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.
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).

Overview

Account Profile

Use the Profile page to manage your personal account. From the Profile page, you can update personal information, change your password, find RSS feeds for your latest bookings, and generate Booking Calendar (iCal) links.

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

Updating profile information

Staff Profile

- Photo

Add a photo of yourself for internal use only. This is displayed next to your account on the Accounts page and also 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.

- First Name and Last Name

View and update your first name and last name in these fields.

- Email

This is the email address to be 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.

- Nickname

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

- Login Username

- Change 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:
- Lower case 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 anytime prior to clicking Save.

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

- - Require 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-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 in order to authenticate your login.

Learn more about securing your account here:

Securing your account with two-factor authentication

- - Clear Two-Factor Authentication

Do you need to reset Two-Factor Authentication for your account? For example, you may wish to change authentication methods or applications.

Simply click the Clear Two-Factor button to reset your account. 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.

- Mobile Phone

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

Learn more about Twilio here:

Introduction to SMS notifications using Twilio

Updating account settings

Account Settings Profile

- 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.

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 is referring 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 is equal to 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

- Checkfront Communications

Select this checkbox, if you would like to receive service updates and announcements.

- 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.

-- Clear Filter

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.

Calendar Feeds

Profile Feeds

-- 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 adding the feed to your calendar varies depending on your calendar application (Google Calendar, Apple Calendar...).

Learn more about our customizable External Booking Calendar option here:

Booking Calendar: Add to External Calendar (iCal)

This feature is not available to Partners.

-- 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.

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