You can update your associate's personal information anytime in the Dashboard (Desktop). If you need to make changes to any of your associate's profiles, just follow the steps below:
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Click on the Setup tab. Click on the Setup dropdown and select Associates.
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Search for the associate that you would like to edit. Click on their name.
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On the left side of the page under their information, click on Edit Associate.
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Input their information and click on Save.
If you have any questions or need additional guidance contact our Customer Support Team at support@clientbook.com or (385) 352-3518.