Getting Started Videos
      Back to home
      1. Planbook Help Center
      2. Video Library
      3. Getting Started Videos

      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 dedicated Success Team can help guide you through your journey.  You can reach Planbook Monday - Friday, 8am to 4pm U.S. Central Time by emailing support@planbook.com or calling us at 856-386-2626.