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Welcome to the Checklick Help Center
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Help for People with Checklick Accounts
Help for People with Checklick Accounts
Affiliating yourself with an Organization
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
What's a Logbook?
Making Logbook Entries
Help for Evaluators and Managers
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
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
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
Credit Card vs. Offline Payments via Storefront
Increasing Evaluator Limit
Switching Payment Plans
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)
Licensing your checklists to other Organizations
Owned, Licensed and Available Checklists
How Does Checklist Licensing Work?
Making Your Checklist Available for Licensing by Other Organizations
Accepting, Declining and Ending Checklist Licences
Organization Terms versus Checklist Licensing Terms
Insights
Report: Evaluated People
Help with Checklick Storefronts
Bank Payout Reports Download
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?
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
Using the API
What can I do with the Checklick API?
Who can use the Checklick API?
Troubleshooting the Checklick API
How do I use 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
Affiliating yourself with an Organization
How to affiliate yourself with an organization.
Written by Dominik Jablecki
Updated over
8 months ago
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
4 days 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
What's a Logbook?
Written by Katia Garcia
Updated over
10 months ago
Making Logbook Entries
Written by Katia Garcia
Created over
10 months ago
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