How do I Remove a User/Associate From Clientbook

Managers and Admins can delete an associate's profile by following the steps below:

1. In the Clientbook Dashboard (Desktop), click the Setup tab. Then click on the Setup dropdown and select Associates.  

2. Search for the profile you would like to delete. Click the associates name. 
   
   
   

3. Click Edit Associate.

5. Click Delete. Click CONFIRM on the pop-up.
   
   
   

6. There will be another pop-up asking if you would like to re-assign this associate's clients to another associate. If so, choose one associate to re-assign those clients to, then click SAVE. 

That profile will now disappear from your list of associates. 

If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].