Getting Started Resources:
Schedule One-on-One Setup Assistance
Connect directly with our Getting Started team for personalized guidance tailored to your business needs. Schedule a session to ensure your account is set up correctly and that you’re ready to go.
Help and Support Portal
Access our Help and Support Portal for immediate answers to your questions. It's a one-stop destination for troubleshooting and finding solutions to common issues.
Knowledgebase Articles
Explore our extensive library of Knowledgebase Articles, covering everything from basic setup to advanced features. These articles are designed to help you find answers quickly and learn at your own pace.
Idea Exchange/Feedback and Forums
Join the conversation in our Idea Exchange and Forums. Share your feedback, suggest new features, and connect with other users to discuss best practices and tips for using CustomBooks™ effectively.
Training and How-To Videos
Watch our Training and How-To Videos to get step-by-step visual guidance on how to use various features within CustomBooks™. These videos are perfect for visual learners and those who want to see the platform in action.