FAQ
- NEW Product Updates
- Can I Add Embedded or Clickable Links in Messages?
- Troubleshooting Common Errors and Pop-Up Messages in the Clientbook App
- Troubleshooting Common Device and App Issues
- Who to Contact for Payments vs. Billing Questions
- What devices are compatible with Clientbook?
Data Management
Integrations
- Clientbook + Edge Integration - Identify Your Edge Server Computer (Edge SQL)
- Troubleshooting Your Edge and Clientbook Integration
- Shopify Reauthentication
- Lightspeed Reauthentication Guide
- Integrations Overview
- Google Review Integration
Associates
- How to Log In with a PIN Using Merchant Login (App Only)
- How to Split a Departing Associate's Clients Among Multiple Associates
- How to Reset an Associate's Password
- How to Set Up Custom Work Hours and Out-of-Office Auto Responses Per-Associate
- Associate assignments are changing! - See what’s new
- How do I add a new associate to Clientbook?
Life Events
Messages & Reminders
- Automatically Closing Conversations
- Can I Pause My Upcoming Auto Messages?
- New Messaging Features: Auto-Close Conversations, Associate Hours, and Overdue Message Notifications
- Auto Reminders/Messages - Best Practices
- How to Configure Auto Messages and Reminders
- How to Configure Your Message Settings