Making Checklick as practical as possible is a priority for us and we regularly evaluate our feature requests.
Here is a list of all features and improvements.
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Help for People with Checklick Accounts
- Affiliating yourself with an Organization
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Your Profile
- Transfer Organization Manager Permissions to Another Person
- How to download and print a checklist or certificate
- De-affiliating vs. Deleting Account
- De-affiliate yourself from an Organization
- Unsubscribing from Emails sent via Checklick
- What is my Password?
- Using Checklick in French
- Editing your Personal Profile Information
- Revoking an Organization's Permission to See your Profile
- Viewing and Downloading your Checklists
- Your Logbook
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Help for Evaluators and Managers
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Getting Started
- Structuring your Terms of Service as an Organization that is licensing programs to other Organizations
- How can I request a Checklick feature ?
- Add my Organization terms of service
- Managing Multiple Organizations
- Using Checklick on a Mobile Device
- Make an Account for your Organization
- What's a Checklist?
- Licensing a Checklist
- Adding People or Students
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Using Checklists
- Downloading Blank Checklists
- What terms of service should my organization use?
- Certificate Background: Ready-to-use Images
- Evaluating People
- Evaluating Groups of People
- Auto-Complete a Checklist
- Renaming and Deleting Elements of your Checklists
- Evaluating a Person and Awarding Levels
- Downloading checklist PDFs and certificate PDFs
- Downloading PDFs using the People page
- Viewing A Person's Logbook Entries
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Managing your people
- Accept or Decline Manager Permissions
- Merging Checklick Accounts
- Import A Spreadsheet of People
- How to add people to your Organization
- Branded Login Pages
- My emails aren't getting delivered
- Grant Evaluator Privileges
- Remove Evaluator Privileges
- Emailing Groups of People
- Profile questions
- Downloading an Attendance Sheet
- Tag details
- Removing People from your Organization
- Resetting passwords
- Adding Evaluators (Coaches or Instructors)
- Organizing People with Tags
- Emailing and Calling People from Checklick
- Exporting your People to a Spreadsheet
- Payment Plans and Billing
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Creating your own checklists
- Email notifications for profile changes activity
- Checklist Guidelines
- Only allow managers to award certificates
- Adding Resources to your Checklists
- Creating a Checklist in French and English
- Creating a Basic Checklist
- Customizing the PDFs that Checklick Generates (Checklists and Certificates)
- Creating Logbook Templates for a Checklist
- Adding Descriptions and YouTube Videos to a Checklist
- Active Evaluator Counts
- Checklist Licensing (Sharing Your Checklists With Other Organizations)
- Insights
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Getting Started
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Help with Checklick Storefronts
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Getting Started with Checklick Storefront
- Connecting My Bank Account to Receive Bank Payouts
- Creating Add-on purchases for your products
- Adding Products and Sub-Product Offerings
- Adding Your Organization Logo to Checklick
- Adding Age Restrictions to Storefront Purchases
- Personal Information for Bank Account Connection
- Adding Links to your Products
- Creating Multiple Storefronts
- Understanding Accounts, Organizations and Storefronts
- Previewing and Launching your Storefront Live
- Your Storefront’s Web Address
- The Storefront Checkout Process
- How Order Totals Are Calculated
- Setting Up Waitlists
- Setting Up Taxes
- Setting Up Discounts
- Branding Your Storefront
- Managing Your Waitlist
- How to purchase Offline Payments credits
- Recording Offline Payments as paid
- Why Do I Need A Stripe Account?
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Running Your Storefront
- Features and Improvements
- Setting up deposit payments for your products
- Auto Fee Deposit (AFD) Reports
- Download Offline Payment Receipts
- Set a Default Storefront
- Filter People by Storefront Purchases
- Downloading Storefront Inventory Reports
- Storefront Reports
- Downloading Storefront Revenue Reports
- Deleting Products, discounts, add-ons, discounts, taxes and Storefront questions
- Transfer Storefront Purchase from one person to another
- How do I view and download a Storefront Inventory?
- Archiving Products, sub-products, discounts, taxes, questions
- Restoring Products and Options (taxes, discounts, storefront questions)
- Changing Maximum Quantity or Enrolment Numbers
- How do Storefront Fees work?
- Forgiving an offline payment
- Creating a Quick Order Purchase
- Viewing All Storefront Transactions
- Transferring a Purchase
- Make Organization Logo Transparent
- Receiving Bank Payouts
- Removing Someone From a Product Offering
- Refunding A Storefront Purchase
- Adding and Assigning Questions to Storefront Products and Sub-Product Offerings
- Downloading A PDF Receipt For An Order
- Viewing Answers to your Storefront's Questions
- My Customer Says Their Payment Was Declined
- Refund Payment Error
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Getting Started with Checklick Storefront
- The Checklick API
Features and Improvements
Written by Katia Garcia
Updated over
4 months ago
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