Whitney Rasmussen
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Activity overview
Latest activity by Whitney Rasmussen-
Whitney Rasmussen created an article,
What is an intro signature? Can I remove it?
What is an Intro Signature? When an associate reaches out to a client for the first time, an intro signature is added to the text and will be displayed at the outset of the conversation. This serve...
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Whitney Rasmussen created an article,
What devices are compatible with Clientbook?
PC, Mac, iOS and Android are all compatible with Clientbook. Any Android tablets are not compatible with Clientbook.
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Whitney Rasmussen created an article,
Can I use the Clientbook app on my laptop?
Yes, you can! The Clientbook app can be used on any Apple device using an M1 chip. The app functions exactly the same on a desktop as on an iPad, the screen is just a little bit wider. Go to the a...
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Whitney Rasmussen created an article,
Does a client have to be opted-in to receive a Mass Message?
No. Clients do not have to be opted-in to receive a Mass Message, although it is strongly recommended in order to comply with texting laws. Sending Mass Messages to clients who have not opted-in in...
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Whitney Rasmussen created an article,
How do I change the logo on our payment requests?
The logo for payment requests is the same logo used for Kiosk Mode. Admins can update the payment request logo by following the steps below. Log in to your Dashboard account and click on your p...
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Whitney Rasmussen created an article,
Why do we have duplicate client profiles?
Clientbook checks for duplicate clients every time a new profile is created by an associate or through a point of sale integration. If a duplicate customer is found, Clientbook will automatica...
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Whitney Rasmussen created an article,
Is it possible to block certain phone numbers from contacting us?
Yes! Reach out to our Customer Support Team at support@clientbook.com and provide the following information to have our team "blacklist" a particular phone number. Name of your store: Phone Number...
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Whitney Rasmussen created an article,
Why can't I attach an image to a message or template?
If you encounter errors while attaching an image to an individual message, mass message, or template, it's highly probable that the issue is due to an unsupported image file type or size. Is...
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Whitney Rasmussen created an article,
How do I mark a payment request as paid?
Follow the steps below to mark a payment request as "paid." 1. Click on Payment Activity in your Clientbook Dashboard. 2. Click on the dollar amount of the request that you'd like to mark as...
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Whitney Rasmussen created an article,
How do I send a payment reminder to a client?
To send a payment reminder, go to the Payment Activity page in your Clientbook Dashboard. Click on the dollar amount listed for the payment request in question. Then, click Send Reminder lo...