All topics

Sign in and your account

From the Checkolo Planner user guide · browse all topics

Checkolo Planner is built for signed-in users. This guide covers everyday account tasks in plain language—no technical setup.

Creating an account

  1. Open the Register or Sign up page from the site you were invited to use.
  2. Enter the details the form asks for (usually name, email, and password).
  3. If the product asks you to verify your email, open the message from Checkolo and follow the link. Verification helps confirm you own the address and keeps accounts safer.

Tip: Use an email you check regularly. Password resets and magic links are sent there.

Signing in

Common options (your site may offer some or all of these):

  • Email and password — Enter both and sign in.
  • Google, Microsoft, or Facebook — Use the button for the provider you prefer; you may be asked to allow Checkolo to sign you in.
  • Magic link — Enter your email; you receive a link. Open it on the same device/browser when possible to complete sign-in.

If nothing happens after you submit, wait a few seconds, check spam for email, and try once more before contacting support.

Forgot your password

  1. Open Forgot password (or similar) on the login page.
  2. Enter your account email.
  3. Use the link in the email to choose a new password.
  4. Return to Sign in and log in with the new password.

For security, password-reset links are usually one-time and expire. If the link says it is invalid, request a new reset email.

Signing out

Open your profile menu (avatar or person icon), then choose Log out.

What to keep private (important)

Treat your account like your bank app:

  • Do not share your password, magic-link emails, or verification links with anyone.
  • No legitimate support person will ask for your password.
  • If you use a shared computer, always sign out when you are done.

This guide does not describe internal technical controls. End users only need good habits and the official sign-in pages.

Where to manage your profile

After sign-in, open Profile Settings from your profile menu (often under Settings at /settings). There you can usually update your name, security options, notifications, and other preferences. See Settings, notifications, and privacy for an overview of those tabs.