Overview

Setting up a third-party login for Booking Koala gives your Bench bookkeeping team view-only access to your Booking Koala Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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What You'll Need

A Booking Koala Business online merchant account
Access to the account owner's login credentials
Admin-level permissions to add authorized users

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Setup Instructions

Ensure you can invite staff by navigating to Settings > Notifications > System Emails and verifying the New Staff Account toggle is ON.

From the main sidebar or Settings menu, select Manage Team (sometimes listed as Staff).

Click the + Add New button in the top right.

Select Staff (if prompted to choose between Provider or Staff).

Enter the following details:

First Name: Bench
Last Name: Accounting
Email: thirdpartylogins+business.name@bench.co
Phone: 6504660173

Before saving, click the Permissions tab at the top of the entry form.

Scroll to the Reports section and toggle the following to View:

Report Dashboard
Revenue Reports

Click Save & Send Invitation.

A green notification will confirm the invitation has been sent to Bench.

Note: BookingKoala occasionally tests two different sidebar layouts. If the client doesn't see "Manage Team" in the sidebar, it will always be found under Settings > Team.

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

What To Expect After Setup

Once you have sent the invitation, inform your bookkeeper. Our team will accept the invitation and you will see Bench Accounting listed as a user on your account.

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Troubleshooting

I'm not sure what to use for the email address.
Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Related Resources

BookingKoala Help Center: Adding and Managing Staff Members

BookingKoala Knowledge Base: Roles and Permissions Setup

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