A tour of your account settings

Let’s take a tour through the Account Settings.

The Account Settings

To open the Account Settings, tap the menu icon in the upper-left corner of the screen. This is where you will manage your payment account, default settings, profile information, security settings, and have easy access to our website and legal documents. You can also log out or delete your account from this screen, but… why?

Payment Account

To enable your clients to pay you through a secure payment link, you need to set up your payment account through Stripe. This will allow payments to be deposited directly into your bank account and provide you with the reporting you need for tax purposes.

  1. Before you set up your Stripe payment account, it's best practice to set your Business Name (a little further down in your account settings) since this will show up on the Stripe checkout page that your clients will use to pay you.
  2. Tap "Accept Online Payments" to get started.
  3. Tap "Set up Your Stripe Account" and Stripe will guide you through the required steps to set up your payment account.
  4. Once you've submitted, make sure you check your email and click the verification link from Stripe.
  5. If Stripe requires any additional information from you, they will reach out to you via email.
  6. It can take between 5-20 minutes for your account to be verified. Once it is, you'll see a new screen in Check that lets you know you can now begin accepting payments online.
  7. Secure payment links will be sent with each invoice so your clients can pay quickly. Those funds will be held in your Stripe account and auto-deposited to your linked bank account once a week.

Profile Information

This is self explanatory, but you should make sure you keep this up to date because your Name, your Business’ Name, Phone Number and Email Address will be included on all invoices. You can also change your Password here.

  • Name
  • Address
  • Email Address
  • Phone Number

Tutorials

In case you wanted a reminder on how to do something, we have some Tutorials that you can toggle on or off.

Business Name

Your business name will show up on client invoices as well as the secure Stripe payment link that clients can use to pay online.

Services

Services is where you can add your specific service offerings whether that’s mowing, pool cleaning or snow removal. To make sure you look like the professional that you are, we recommend that you keep these short and sweet, check the spelling and capitalize words correctly because these services will show up on your clients’ invoices.

Payment Settings

Payment Settings is where you can manage your:

  • Default Payment Method
  • Invoice Frequency
  • Invoice Type

We go more in depth on these settings in another video.

Scheduling Settings

Scheduling Settings is simply the default frequency that you want any new recurring jobs set up with. This really helps when you’re first getting all of your recurring jobs set up with Check Pro. You’ll still have the ability to change this frequency for any job, but if you’re about to set up 40 weekly jobs, it would be helpful to set your default frequency beforehand to save you a bit of time.

Password

Easily reset your password here. To make your life a bit easier, we give you the ability to log in using Biometric Authentication, which is just a fancy way of saying TouchID or FaceID on supported devices.

Legal

Next is the legal section. You can easily access our website, Terms of Service and Privacy Policy.

Last and definitely least...

You can Log Out or Delete Your Account here. If you delete your account, all of your information and your client’s information will be deleted as well.

If you ever run into an issue, our support team will likely ask you to confirm which Version of the app you’re on. You can find that down here. We release new updates to the app every other week so make sure that you keep your app up to date for the best performance.

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