Getting Started Videos
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      Administrator Account

      These videos will provide administrators with the information needed to develop their new Planbook account.

      Getting Started Video Series for Administrators

      Welcome new Planbook Administrator!  To get started, we recommend watching this short video series to efficiently complete the setup of  your account and begin using Planbook.

      Additional Resources

      • Access the Overview in your account at any time by clicking the User Settings icon in the top-right menu and selecting Overview.
      • Our Planbook Success Team can help guide you through your journey! You can reach us at support@planbook.com or 856-386-2626