Business and Personal Profile Setup Instructions

In this document, you will find detailed instructions on setting up your business and personal profiles effectively. Following these steps will help you configure your business profile, personal settings, and other important features to enhance your user experience.

Step 1

Begin by accessing your account and navigating to the Settings section. Click on the Settings option and wait for the page to load completely.

Step 2

Once the page loads, you will arrive at your business profile. Here, you can configure details about your business or personal profile. Upload your logo if desired. If logo is added, it will be included in payment receipts and invoices sent to your customers.

Step 3

Updating your business or personal name is optional. You can enter a friendly business name or your personal name if it's a personal account. If you have a legal business name, you can update it here as well.

Step 4

This section allows you to configure various settings, many of which are optional. These settings help keep your account updated. You can also input the address details of your business, including city, state, and country.

Step 5

Set up your country and time zone, which will assist during the calendar booking process. It's important to ensure that your country and time zone are set correctly for accurate scheduling. The country determines your account default currency.

Step 6

After configuring the setup, ensure that you click on the Update button. There are additional settings available that you can configure based on your preferences. Take some time to complete these details to maintain an updated account.

Step 7

Proceed to the Profile section. Upon loading your personal profile, you can upload a profile image and update personal information such as first name, last name, and password changes if necessary.

Step 8

If you wish to add a personal calendar, you can link it here, provided you have an existing calendar. You can also configure your preferred language settings.

Step 9

Set up your signature for inclusion in contracts or other documents. Enable two-factor authentication to enhance account security. Additionally, configure two-way email sync for seamless email integration.

Step 10

For email and calendar settings, link your email accounts such as Gmail or Outlook. You can also integrate various calendar services, including Google Calendar, Outlook Calendar, and iCloud Calendar.

Step 11

If you use Calendly, you can link it here along with any video conferencing applications. This setup ensures that meeting links are generated automatically upon booking.