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  1. Clientbook
  2. (Admin) Account Setup & Configuration
  3. Associates

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?
  • 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?
  • How to Change an Associate's Role
  • Account Roles: Administrator, Manager and Associate
  • How to Change Your Password [Mobile]
  • Why Password Security Matters

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