FAQ
Data Management
Integrations
- Google Review Integration
- Shopify: Integration Setup
- Shopify: Exporting Customer & Product Data
- Edge Integration: Set Up Process
- Edge Integration: Review Requests and Repair Notification Setup
- How to Download and Install TeamViewer for Integration Setup
Associates
- Associate assignments are changing! - See what’s new
- How do I add a new associate to Clientbook?
- Advanced Associate Permissions
- How to Bulk Assign Associates to Clients
- How do I Remove a User/Associate From Clientbook
- How do I edit my associate's information?