User Profile
Manage your personal profile, security settings, app preferences, and notification preferences.
Every team member has a personal profile page where they can update their information, change their password, set app preferences, and configure how they receive notifications. Access your profile from Dashboard > Profile (or click your name in the top navigation).
Profile Information
The profile section displays your account details and lets you update your personal information.
Account Overview
At the top of the profile page you will see a summary card showing:
- Name and initials avatar
- Email address
- Account status (Active or Inactive)
- Role badges -- Administrator and Root User badges display when applicable
Editable Fields
| Field | Description |
|---|---|
| Email Address | Your login email and primary contact for account-related communications |
| First Name | Required, up to 50 characters |
| Last Name | Required, up to 50 characters |
| Phone Number | Optional. Required for SMS notifications. Include your country code (e.g., +1 555 123 4567) |
After making changes, click Save Changes to update your profile. The save button only becomes active when you have unsaved edits. If you navigate away with unsaved changes, a confirmation prompt will ask whether you want to discard them.
Security
The security section lets you change your account password, enable two-factor authentication, and manage trusted devices.
Two-Factor Authentication
Two-factor authentication adds a second layer of protection on top of your password by requiring a verification code at sign-in, from an authenticator app (recommended) or by SMS. Because Resytech accounts can move real money, we strongly recommend enabling 2FA for every team member.
From the Security tab you can:
- Enable 2FA -- choose a method, then walk through the three-step enrollment wizard (scan a QR code or verify your phone number, enter a code, save recovery codes)
- Regenerate recovery codes -- generate a fresh batch of ten one-time codes (invalidates the old set)
- Disable 2FA -- requires both your password and a fresh verification code or recovery code
- Manage trusted devices -- review and revoke browsers that are allowed to skip the 2FA step for 30 days
For full details on how 2FA works and the underlying security model, see Two-Factor Authentication. For step-by-step setup instructions, see Enable Two-Factor Authentication.
Changing Your Password
- Navigate to Dashboard > Profile > Security
- Click Change Password
- Enter your current password
- Enter a new password (minimum 8 characters)
- Confirm the new password
- Click Change Password to save
A password strength indicator provides real-time feedback as you type. For a strong password:
- Use a mix of uppercase and lowercase letters
- Include numbers and special characters
- Avoid using personal information
- Do not reuse passwords from other accounts
After a successful password change, you will be signed out and need to log in again with your new password.
Preferences
The Preferences tab holds personal app settings. They are saved to your account, not to the browser, so they follow you to every device you sign in on.
Nav Bar Style
Choose how the main menu is presented on desktop:
| Style | Behavior |
|---|---|
| Horizontal | A menu bar across the top of the screen, under the header. Items that do not fit collapse into a More dropdown. |
| Hamburger | A menu button in the header that opens a slide-out drawer. |
The choice applies immediately -- there is no save button.
This setting only affects desktop. Phones and tablets always use the hamburger menu regardless of the preference, because a horizontal menu bar does not fit comfortably on a touch screen. An iPad in landscape gets the desktop header chrome but keeps the hamburger menu.
Dashboard Layout
Choose how the Dashboard home page presents the day's bookings. Every layout shows the same bookings for the selected date and location, opens the same booking details panel, and offers the same print and check-in scan actions.
| Layout | What you see |
|---|---|
| Classic | The original home page: stat cards for bookings, revenue and pending payments, then booking cards grouped by start time or by activity. |
| Agenda | The day as a timeline of departures. Each start time lists its activity and one compact row per booking. On wide screens a side column lists bookings that need attention, check-in progress, and what is coming up later today. |
| Table | One booking per row in a dense table: time, customer and activity, guests, payment and status. Built for a front desk that scans down a list. |
The Agenda and Table layouts add a summary line, a week strip for hopping between days, filter chips (All, Needs attention, Checked in) and a search box for a name or confirmation code.
A booking needs attention when it is pending or a draft, has no pricing, has a balance due, or (today only, once its start time has passed) has not been checked in on an activity that uses check-in.
The choice applies immediately and is saved to your account.
The Hide Revenue preference below applies to every layout: the summary line drops the revenue figure and payment text says "Balance due" without an amount.
Notification Preferences
Control how you receive notifications for different event types. Navigate to Dashboard > Profile > Notifications to configure your preferences.
Notification Channels
Each notification type can be delivered through up to four channels:
| Channel | Behavior |
|---|---|
| In-App | Always enabled -- notifications appear in the dashboard notification center. This cannot be turned off. |
| Toggle on or off per notification type | |
| SMS | Toggle on or off per notification type (requires a phone number on your profile). Always opt-in -- SMS is off by default for every event type. |
| Push | Toggle on or off per notification type. The Push column only appears once you have enabled push on the device you are using. |
Event Types
| Event | Description |
|---|---|
| New Chat Message | A customer sends a message on their booking |
| New Booking Created | A new booking is created |
| Chargebacks | A customer files a chargeback on a payment |
| Gift Card Purchased | A customer purchases a gift card |
| Message Delivery Failures | A workflow email or text to a customer could not be delivered |
| SMS Inbox messages | A customer texts your SMS Inbox. This row only appears for team members who have access to the SMS Inbox. |
Push Notifications
Push notifications are per device -- each browser, phone, or installed app registers separately.
- Click Enable Push on the device you want alerts on and accept the browser or device permission prompt.
- Once active, use Send Test to confirm delivery, Re-register if tests stop arriving (this issues a fresh device token), or Turn Off to stop push on that device.
- If notifications are blocked, the page says so -- you must re-allow them in your browser or device settings, then return and register again.
- On iPhone and iPad in Safari, add Resytech to your Home Screen first; iOS only permits push from installed web apps.
Managing Preferences
The notification preferences page lists all available event types with a description of each. For every event type you can independently enable or disable email, SMS, and push delivery using the toggle switches.
After adjusting your preferences, click Save Preferences to apply the changes.
Channels Set by Your Group
If you belong to a user group, your administrator may pin certain channels. A pinned channel shows a padlock badge instead of a toggle:
- Always -- the group requires this notification, and you cannot opt out.
- Off -- the group has disabled this channel, and you cannot opt in.
Event types whose email, SMS, and push are all pinned off still appear in the list, because in-app notifications are always delivered for them.