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Help for People with Checklick Accounts
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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
- Bank Payout Reports Download
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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
- The Checklick API
Help for People with Checklick Accounts
Help for People with Checklick Accounts
13 articles in this collection
Written by Katia Garcia and Dominik Jablecki
Transfer Organization Manager Permissions to Another Person
Written by Katia Garcia
Updated over
8 months ago
How to download and print a checklist or certificate
Written by Katia Garcia
Updated over
10 months ago
De-affiliating vs. Deleting Account
Written by Katia Garcia
Updated over
minute ago
De-affiliate yourself from an Organization
Written by Katia Garcia
Updated over
8 months ago
Unsubscribing from Emails sent via Checklick
Written by Katia Garcia
Updated over
10 months ago
What is my Password?
Written by Katia Garcia
Created over
10 months ago
Using Checklick in French
Written by Katia Garcia
Created over
10 months ago
Editing your Personal Profile Information
Written by Katia Garcia
Created over
10 months ago
Revoking an Organization's Permission to See your Profile
Written by Katia Garcia
Created over
10 months ago
Viewing and Downloading your Checklists
Written by Katia Garcia
Created over
10 months ago
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