Another section of your settings is My Account. Here is where you can manage your user accounts.
The My account section consists of:
Details
Email notifications
Security
Click through the steps below to see what you are able to do in each part of the My account section.
Details
To manage your account details head to Settings > Details OR click on your initials in the bottom of the sidebar.
Here you will be able to change the first name and last name of your profile.
Press 'Save changes' to save any changes made.
Email notifications
To update/ manage your notification preferences head to Settings > Email notifications OR click on your initials in the top right > My account > Notifications.
There are two different sections to the notifications:
Automated reports - End of day summary
Memberships - Failed payments, Revoked mandates, Expiring soon
Continue reading to view more about what notifications are available in each section.
End of day summary
If your account has permission to view Reports (see our guide on how to manage and create user accounts for more info on Site Access) you’ll be able to opt in to receive a daily summary of revenue, payments and operational statistics. This report will be emailed to you after 2am every day.
To subscribe yourself to this report
Head to Settings > Email notifications > toggle on the 'End of day summary'.
A pop up will then appear asking if you're sure you want to subscribe to this report. If you are, select 'Subscribe'. It will then show up that you have successfully subscribed to this.
Once you have successfully subscribed you’ll be sent the summary of the previous day at 2am the next morning
The Summary will contain an overview of
Total Revenue taken that day split into the relevant Revenue Centres
Total Payments, split into payment methods
Operational Stats: Total Guests, Net Average Basket Value, Room Occupancy %
(if you have a PMS integration) A list of any baskets with revenue that has not been pushed to your PMS accounting system.
To view an example of the end of day summary see the screenshots!
Membership Notifications
You are able to opt in to receive membership alerts helping you to keep track of what is going on and any actions that you and your team may need to take to keep everything up to date.
To turn on the notifications head to Settings > Email notifications.
Here you will be able to choose what membership statuses you want to be notified about:
Failed payments - Receive an email when a Direct Debit payment fails, for example if the account had insufficient funds. This will allow you to then take the next actions to either retry the payment, take a manual payment or cancel the membership. Click here to read more info on 'Failed payments'.
Revoked mandates - Receive an email when a Direct Debit mandate is revoked. This will keep you updated on any revoked mandates that have not been successful. Click here to read more info on 'Revoked mandates'.
Expiring soon - Receive a daily summary of memberships expiring in the next 7 days. This way you will able to keep track of any memberships expiring soon and take appropriate action as once expired nothing else can be done with that membership. Click here to read more info on 'Expired memberships'.
To turn the notifications on for any of these scenarios simply toggle on the button next to the membership status you want to receive notifications about.
When you have pressed the button, a message will then pop up asking 'Are you sure you want to subscribe to failed payments/ revoked mandates/ expiring soon?'. You can then choose to 'Cancel' or 'Subscribe'. When you have subscribed the button will turn blue and this means you will now receive email notifications about memberships with failed payments/ revoked mandates/ those that are expiring soon, depending on which ones you have opted in for.
Security
Here you will be able to control your account and perform security actions like password resets and setting up two factor authentication.
To find this head to Settings > Security.
You can choose to:
Reset password
Set up Two Factor Authentication
Reset password
To reset your password select the 'Reset Password' button. This will then send you a reset password email where you can update your password.
The link in the email to reset your password will expire after 180 mins!
Two Factor Authentication
Here at Trybe we're committed to helping you keep your data secure. That's why we've brought in Two Factor Authentication that you can enabled on your User Accounts.
To set up Two Factor Authentication click on your Account Initials in the top right hand corner > this will take you to your My Account section > click into the Security Tab.
If your user permissions do not allow you to access settings (i.e. Therapist or Standard users) then you can access this Security section by selecting your name in the top right corner.
Here you will be able to add additional security to your account using two factor authentication (2FA).
To set this up you must download the 'Google Authenticator' app on your phone/ device. Once this is downloaded you can then start to set up the 2FA!
Firstly, you will have to select 'Enable'. This will then reveal a QR code.
You will then have to scan the QR code using your Google Authenticator app.
If you would prefer to enter in the setup key instead of scanning the QR code, you can select 'View setup key' to reveal the setup key and then enter this on your Google Authentication app.
Once you have either scanned the QR code or entered in the setup key, your Google Authenticator app will generate a verification code. Enter this 6 digit code then select 'Confirm' and your two factor authentication is now complete!
IMPORTANT: A list of recovery codes will appear once you have enabled your two factor authentication. You should save these codes in a secure password manager. They can be used to recover access to your account if your two factor authentication device is lost. (the third screenshot will show an example of the recovery codes)
