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Chapter 1 · Guide 1.4

Set up your business profile and locations

Configure public contact details, brand identity, service areas, and multi-location addresses.

5 minute readVerified August 29, 2026
Owner

At a glance

Use this guide when

You are setting up the account, adding a location, moving, rebranding, or correcting information customers see.

Best practice

Treat legal, service-area, reply-to, and public website details as separate facts and verify each at the source.

Watch for

Using a mailing address as a service location can distort routing, booking, and customer expectations.

01

Enter shared business details

  1. Go to Settings → Business profile and enter your public business name, phone, email, and website.
  2. Open Account settings → Logo Customization to upload, remove, or prepare a transparent company logo and choose its navigation placement. Owners with settings permission can change this shared branding.
  3. Set your primary operating timezone so automated messages and calendar slots sync accurately.
02

Personalize your workspace logo and auroras

Appearance choices belong to your user in this workspace. Company logo and placement changes are shared. Reduced-motion preferences keep auroras still.

  1. Open Interface settings → Logo Customization, or use the same editor from Account settings.
  2. Choose Logo frame, Soft logo halo, or no effect, then adjust logo size, background, and glow strength.
  3. Enable the sidebar-top and main-pane auroras separately. Both follow your selected theme color; choose static, gentle drift, or soft breathing motion.
  4. Review the preview, then tap Save settings once. Cancel discards your draft; Reset appearance keeps your selected company logo and placement.
03

Keep legal and physical addresses accurate

Your physical mailing address is used for 10DLC carrier registration and anti-spam footer compliance on marketing emails. Ensure your legal business name matches IRS records.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Business name, contact details, trade, and timezone match current operations.
  • Every active location has a correct address and service purpose.
  • Public website and message details were previewed after the change.

Troubleshooting

When the workflow doesn’t look right

Address changes do not appear on past invoices.

Past invoices preserve historical legal records; newly created invoices and quotes will reflect the updated business profile.

Keep going

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