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Business Details, Contact Info & Branding

Your business details and contact info are displayed to your clients when interacting via emails, reminders, invoices, etc., as well as during online engagements such as bookings and payments.

Business Details & Contact Info

To set up business details and contact info:

  1. Open the platform.
  2. Click Settings.
  3. Click Business Info.
  4. Enter your business details. (Business name, category, description etc.)
  5. At the top of the page, click Save.

Only the business name is mandatory, and is created by default. You can change this at any time.

Your business category helps match your account with your industry needs in terms of relevant content and terminology. A hair salon will have a different service menu than a business consultant.

Note: If you have foreign clients, check the "My clients may have a different country code" box.

Business Branding

Customize your business brand to define a consistent and professional look for your business with the features below. 

Adding a Profile Picture

To add a profile picture:

  1. Open the platform.
  2. Click Settings.
  3. Click Business Info.
  4. Under "Profile Picture & Cover", click the viewfinder icon  .
  5. Click Choose File.
  6. Select the picture.
  7. Click Upload.
  8. At the top of the page, click Save.
Important: You can upload JPG, GIF or PNG files up to 4MB. The picture must be larger than 130x130.

Adding a Cover Image or Color

To add a cover image or color:

  1. Open the platform.
  2. Click Settings.
  3. Click Business Info.
  4. Under "Profile Picture & Cover," click the edit icon  .
  5. Select Upload Image or Choose Color.

If Upload Image selected:

  1. Choose Select From Gallery or Upload Your Own Image.
  2. Follow any prompts.
  3. Click Save.
Tip: The recommended image size is 2288 x 1498 (High resolution), 1373 x 899 (Medium resolution).

If Choose Color selected:

  1. Click and drag the color selector to the desired color.
  2. Optional: To obtain the desired color shade, click the shade in the box, click and drag the bottom color selector, or enter a color code (RBG value).
  3. To set the color and shade, click anywhere on the page outside of the box.

Uploading a Business Logo

To upload a business logo:

  1. Open the platform.
  2. Click Settings.
  3. Click Business Info.
  4. Under "Logo & Brand Color", click Upload Image.
  5. Click Choose File.
  6. Choose the logo.
  7. Click Upload.

Setting Brand Color

To set a general color for your brand:

  1. Open the platform.
  2. Click Settings.
  3. Click Business Info.
  4. Under "Logo & Brand Color", click the color circle.
  5. Click and drag the color selector to the desired color.
  6. Optional: To obtain the desired color shade,  click the shade in the box, click and drag the bottom color selector, or enter a color code (RBG value).
  7. Click anywhere on the page outside of the box to finish.

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