--- title: Getting Started With Casebook | Knowledge Base description: Everything you need to know to get started and get to work in Casebook. --- [Skip to content](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. 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[Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook) # Getting Started With Casebook Everything you need to know to get started and get to work in Casebook. - [Tracking Services in Casebook](https://gohub.casebook.net/knowledge/tracking-services-in-casebook) ## Casebook Overview - [Casebook for Human Services Organizations](https://gohub.casebook.net/knowledge/intro-to-casebook) - [What is the Casebook Platform?](https://gohub.casebook.net/knowledge/what-is-the-casebook-platform) - [Glossary](https://gohub.casebook.net/knowledge/glossary) - [Casebook is People-Centric](https://gohub.casebook.net/knowledge/casebook-is-people-centric) - [Main Navigation Menu](https://gohub.casebook.net/knowledge/casebook-menu) - [Home Dashboard](https://gohub.casebook.net/knowledge/home-dashboard) - [Icon List](https://gohub.casebook.net/knowledge/icon-list) - [Recommended Web Browsers to Access Casebook](https://gohub.casebook.net/knowledge/recommended-web-browsers-to-access-casebook) - [What Characters Does Casebook Accept?](https://gohub.casebook.net/knowledge/what-characters-does-casebook-accept) - [Casebook's Global Search](https://gohub.casebook.net/knowledge/how-to-search) - [Search Overview](https://gohub.casebook.net/knowledge/global-search) See less ▼ ## Getting Started for New Users - [First Time Logging In](https://gohub.casebook.net/knowledge/first-time-logging-in) - [Setting Up Your User Profile](https://gohub.casebook.net/knowledge/user-settings) - [Understanding Your Actions in Casebook](https://gohub.casebook.net/knowledge/understand-your-actions-in-casebook) - [Casebook Security: Multi-Factor Authentication](https://gohub.casebook.net/knowledge/casebook-security-multi-factor-authenticaiton) - [Logging into Casebook with Single Sing On](https://gohub.casebook.net/knowledge/logging-into-casebook-with-single-sing-on) - [Dictation in Casebook](https://gohub.casebook.net/knowledge/dictation-in-casebook) - [Syncing Your Calendar](https://gohub.casebook.net/knowledge/syncing-your-calendar) - [Viewing Your Calendar](https://gohub.casebook.net/knowledge/viewing-your-calendar) - [Schedule Meetings on Your Calendar](https://gohub.casebook.net/knowledge/schedule-meetings) - [Email Into a Record](https://gohub.casebook.net/knowledge/email-into-a-case) - [Filling Out and Completing a Form on a Record](https://gohub.casebook.net/knowledge/filling-out-and-completing-a-form-on-a-record) - [Create, View, and Manage Notes](https://gohub.casebook.net/knowledge/create-view-and-manage-notes) - [Printing Notes From Casebook](https://gohub.casebook.net/knowledge/printing-notes-from-casebook) - [Attachments](https://gohub.casebook.net/knowledge/attachments) - [Communications: Email](https://gohub.casebook.net/knowledge/email-communications) - [Your Goals, Your Way: Navigating Casebook's Field Customization in Intake](https://gohub.casebook.net/knowledge/your-goals-your-way-navigating-casebooks-field-customization) - [System Requirements for Casebook](https://gohub.casebook.net/knowledge/system-requirements-for-casebook) See less ▼ ## Services in Casebook - [Documenting Service Delivery Information in Casebook](https://gohub.casebook.net/knowledge/documenting-service-delivery-information-in-casebook) - [Enrolling a Client into a Service](https://gohub.casebook.net/knowledge/enroll-a-client-into-a-service) - [Casebook Service Notes](https://gohub.casebook.net/knowledge/service-notes) - [Group or Bulk Service Notes](https://gohub.casebook.net/knowledge/group-or-bulk-service-notes) - [Service Rostering in Casebook](https://gohub.casebook.net/knowledge/service-rostering-in-casebook) - [Bulk Service Enrollments](https://gohub.casebook.net/knowledge/bulkenrollments) See less ▼ ## Notes - [Notes Autosave](https://gohub.casebook.net/knowledge/notes-autosave) - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - [Admin](https://gohub.casebook.net/knowledge/admin#main-content) - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security) - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions) - [User Management](https://gohub.casebook.net/knowledge/admin#user-management) - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications) - [Data](https://gohub.casebook.net/knowledge/admin#data) - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration) - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields) - [Forms](https://gohub.casebook.net/knowledge/admin#forms) - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption) - [People](https://gohub.casebook.net/knowledge/people) - [Intake](https://gohub.casebook.net/knowledge/intake) - [Engage](https://gohub.casebook.net/knowledge/engage#main-content) - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages) - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration) - [Notes](https://gohub.casebook.net/knowledge/engage#notes) - [Track](https://gohub.casebook.net/knowledge/track) - [Access](https://gohub.casebook.net/knowledge/access) - [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks) - [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content) - [Overview](https://gohub.casebook.net/knowledge/reporting#overview) - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets) - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards) - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports) - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports) - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations) - [Filters](https://gohub.casebook.net/knowledge/reporting#filters) - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields) - [Other](https://gohub.casebook.net/knowledge/reporting#other) - [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs) - [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content) - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier) - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api) - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks) - [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content) - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting) - [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content) - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck) - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management) - [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content) - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026) - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025) - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024) - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023) - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022) - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021) - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020) - [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content) - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global) - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar) - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services) - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms) - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes) - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin) - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track) - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting) - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access) - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific) [![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/) © 2025 Casebook. 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