Help center
Account & team
Your business profile, your team, roles and signing in.
- Invite your team and choose their roleOn Pro, invite up to 2 people from Settings → Team as a Member (adds and edits records) or an Admin (also manages settings, team and billing).
- Business profile, logo and invoice defaultsIn Settings → Business, set your business name, contact details and address, logo, invoice numbers, payment terms, default sales tax and the How to pay text on every invoice.
- Change what your work is called: Jobs, Projects, Deals, GigsTallibook calls client work Jobs, Projects, Deals or Gigs depending on your business; change it in Settings → Business under Name for your client work.
- Sign in, reset your password and stay secureSign in with your email and password; if you forget it, tap Forgot password? on the sign-in page and we email you a link that works for 1 hour.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.