How to set up your profile

How to set up your profile in BarBooks for Chambers for barristers and non-barristers

The guide and video below, will walk you through how to set up your Profile. Bear in mind that Barristers and Non-Barristers will have different sub tabs within their Profiles.

1. Navigate to your Profile at the top right hand corner. 
2. Select “Profile and Settings”.
3. A reminder that Barristers and Non-Barristers will have different sub tabs. 
4. Carefully go through each sub tab and ensure all necessary information is entered correctly placing focus on Integration and Security. 
5. Barristers - pay key attention to the following subtabs: 
   1. Billing: Ensure your billing rates are entered accurately. 
   2. Task Description: This will provide you with dropdown options when creating a task description.
   3. Bank Accounts: Ensure all your bank accounts are entered correctly including foreign currencies.