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Knowledge Base
Getting Started
(4)
PlaybookBuilder Overview
What does a successful Playbook look like?
How to Add PlaybookBuilder to your iPhone's Home Screen
How to Add PlaybookBuilder to your Android Phone's Home Screen
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Playbook Creation
(5)
Create a Playbook Using A Template
Create a Playbook using AI
Create Playbooks using Your Accountability Chart
How to Make a Playbook from Scratch
Playbook Dashboard
View all 5 articles
Content Basics
(11)
How to Customize A Playbook
The "ALL PLAYBOOKS" Area
Changing the order of Playbooks, Process, Steps and Assets
Creating Quizzes / Surveys
Task List Widget
Embedding a Video
View all 11 articles
Advanced Content Management
(6)
Closed Captioning
How to Feature Videos on your Landing Page
Using the File Manager
Gated Access Feature
Version Management Feature
Recording Video Using a Mobile Device
View all 6 articles
User Management
(6)
Teams Management
Setting User Access Expiration Date
How to Add a New User
User Dashboard
User File Upload and Notes for Admins
How to Import Users
View all 6 articles
Communications
(5)
Account-wide Announcements
How to Send an Alert
Create Automated Emails/SMS Texts
Alerts to Users Who Haven't Logged In Yet
How to Create a Drip Campaign
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Reporting
(2)
Using reports feature
Scheduling an Automated Report
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General Settings
(7)
Navigation Manager
Setting Time Zones
Locating API Key
Terms and Conditions Pop-Up
User Language Setting for PlaybookBuilder
Configuring Microsoft Single Sign-On (SSO)
View all 7 articles
Payments Function
(4)
One-Time Fees
Enabling Customer Payments Add-on
Adding a Product
Connecting to Stripe
View all 4 articles
