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Your Profile

The Profile section offers you the ability to customize and manage your personal account settings. Within this area, you can modify your profile information, update or change your password, set your availability status, craft an email signature, oversee integrations with other platforms, and designate your primary calendar for better organization and convenience.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Personal Information

Upload your profile photo and change your personal contact information including your first and last name, email, phone, and extension (if applicable).

 

 

Change/Update Password

You can change or update your account password here by typing in your current password in the Existing Password field. Next, type in your new password the Password field. Then, type your new password again in the confirm password field. Click on the green Update Password button to confirm your changes.

 

 

User Availability

Set your personal availability and set a meeting location for your calendar invites.

Meeting Location – Set your default meeting location here, whether a virtual Zoom meeting or a physical address.

Time Zone – Set your time zone according to your business preferences by clicking on the dropdown menu and selecting the time zone you would like to use.

Available Hours – Select the days and times you are available, such as your daily office hours.

(See “calendars” for a guide on how to set up calendars)

 

 

Email Signature

Set a custom email signature for emails sent by your user account when contacting leads and customers from within the CRM.

 

 

Integrations

Here you can connect your Zoom for virtual meetings, or Outlook Calendar to sync your calendars for bookings.

(For more integrations, see the “integrations” tab in this settings area)

 

 

Calendar Configuration

Control calendar conflicts and which calendar you want to be the “Primary” calendar for scheduling.

(You will need to integrate your Google account to control calendars in this section. See “integrations” to set up your Google accounts)