BackOffice is the account management portal where you manage inventory, export reports, review sales data and customize your account settings. We’ve compiled a list of frequently asked questions regarding BackOffice for your convenience.
Table of Contents
Login & Access
If you’re having trouble accessing BackOffice, it could be due to how you’ve entered your login information.
Why has my attempt to login failed?
Make sure your store name has been entered as all lowercase and all one word. The login should be the same as your email address and the password is case-sensitive.
How do I change my account owner password?
Change account owner password by clicking the Forgot Password? link on the BackOffice login screen. Enter your account owner email and follow the steps on the BackOffice Settings and Password guide.
How can I change my employee’s password?
Employees who have access to BackOffice can have their passwords changed by the account owner by visiting the Staff list.
What should I do if I have forgotten my password?
Account owners can reset a forgotten password by clicking the Forgot Password? link on the BackOffice login page. Follow the steps to resetting the password on the BackOffice Settings and Password guide.
This section addresses common account management and settings questions. Quickly learn how to deactivate registers, change licenses, and update billing information.
How can I close my shift remotely from BackOffice
Unfortunately, this is not possible as shifts can only be opened and closed from the app itself.
How do I make my register inactive?
To make a register inactive all shifts on that register need to be closed. Once you’ve closed the shift(s), change the register to inactive in the Register Settings.
How do I add/delete register licenses?
Register licenses can be added or removed by visiting Register Licenses in Settings on the sidebar. Registers must have all shifts closed and must be made inactive prior to removing the license.
Can I have more than one iPad on a single license?
Unfortunately, this is not possible. Only one license can be activated on one iPad at a time.
How do I update my credit card that ShopKeep has on file?
Billing information can be changed by clicking Manage Account and entering new payment information.
How can I adjust the time reflecting in my BackOffice?
The time reflected in the reporting, analytics, and Staff List of BackOffice can be adjusted by following the suggestions on the BackOffice Analytics Troubleshooting guide.
Can I cancel my account in BackOffice?
Unfortunately, accounts cannot be canceled from BackOffice. Contact Customer Care to find out if you are eligible for termination.
How can I change the tender options on the register?
Tender options can easily be changed by following the Selecting Active Tenders section on the Liabilities and Redemptions article.
Is it possible for customers to tip?
Yes, it is possible and there are a number of options for collecting tips. Check out the Tips & Gratuity article to find out more.
Additionally, the Tip Later feature is a simple setting that can be enabled in your Receipt Settings. Follow the steps on the Tip Later guide.
Is it possible to adjust incorrect opening and closing amounts in BackOffice?
Unfortunately, it is not possible to adjust already submitted opening and closing amounts. Read through the Opening & Closing Your Shift guide to learn more about proper workflow.
Where can I create a named discount?
Discounts can easily be created by visiting Settings on the sidebar in BackOffice. Check out the steps on our Named Discounts page.
Where can I create multiple tax rates?
Multiple tax rates can be created in the Register Settings. Learn how to add, remove, and edit tax rates by checking out the Manage Tax Settings article.
Can I customize what appears on receipts?
Marketing / Customers
To keep customers engaged with your business, it’s important to market yourself and any social media profiles to them. These questions address managing your Customer List.
Where can I view a snapshot of recently added customers?
The total number of recently added customers can be seen on the Marketing Dashboard.
How do I add new customers to my customer list in BackOffice?
Customers can be added one-by-one at the register or in your BackOffice Customer List. Add multiple customers at once by using bulk customer imports. Also, this handy Manage Customers guide walks you through every possibility when it comes to adding customers.
How are customers deleted from the customer list?
How can I link customers to my social media pages?
Social media links can easily be added by visiting the Email Receipt Settings.
Is it possible to print a customer’s receipt from BackOffice?
Unfortunately, printing a receipt directly from BackOffice is not possible. Customer receipts can be downloaded from the Transaction Table, then emailed to your customer or printed from a computer printer.
How can I send customer invoices?
Unfortunately, it is not possible to send invoices from the register or BackOffice. Visit the ShopKeep Community to submit a Feature Request.
This section addresses adding and deleting staff from the Staff List, granting BackOffice permissions, understanding the employee/manager code, and changing time clocks.
How do I give my employee BackOffice access?
What are the manager and employee codes?
These are the 4 digit login codes that allow access to the register app. Visit the Manage Staff article to view more about setting up register codes.
How can I adjust an employee’s time clock?
The account owner can adjust an employee’s time clock by following the steps on the Time Clock guide.
How do I delete an employee?
Employees can be removed from your Staff List by following the quick steps on our Manage Staff guide.