Adding a new associate it easy! Follow the steps below:
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Login to the Clientbook Dashboard (Desktop) and click the Setup tab at the top of the page. Click Associates in the dropdown.
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Click Add Associate located on the far right side of the page.
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There are 8 fields you can fill out for this associate. The required fields are their Name, Email, Access Level (admin, manager, or associate), and which store(s) they’ll have access to. If you have any questions about the fields, refer to the information below.
- First & Last Name: Enter the associates name.
- Phone Number: This field is not required. Enter the associates mobile number if they would like to receive SMS notifications from Clientbook.
- Email Address: This is a required field because their email address will be used as their username to log in to Clientbook. Because emails are used as logins, each associate must have a unique email address. If any profiles share the same email address, those associates will have trouble logging in.
- Store Access: Choose the locations that this associate operates from.
- Role: Choose from Associate, Manager, or Admin. Each role has different levels of access. Admins have full access to everything in Clientbook. Managers can access reporting and mass messaging but not the setup. Associates can create clients, message them, complete reminders, etc.
- Scheduling Link: If you use an external scheduling service and have a link that you send to clients, you can enter it here. Once it's set up, you’ll see a calendar icon when texting a client, making it easy to drop the link and send it.
- First & Last Name: Enter the associates name.
If you're integrated with your Point of Sale, you might need to add your associate’s Point of Sale ID to their profile in Clientbook. If you're unsure whether you need to do this, feel free to reach out to your Customer Success Manager or contact our Support Team.
If you have any questions or need additional guidance contact our Customer Support Team at support@clientbook.com or (385) 352-3518.