Set business profile basics

Business profile basics show up across pages, emails, bookings, payments, and customer communications.

Set required details

  1. Open workspace settings and review the business name.
  2. Add the public contact email, phone number, address, and time zone.
  3. Choose default sender details for customer-facing messages.

Check customer-facing areas

  1. Open a page, booking confirmation, invoice, or newsletter preview.
  2. Confirm names and contact information look right.
  3. Update any old copy that repeats outdated contact details manually.

Maintain the profile

  1. Review profile settings after rebrands, moves, or new locations.
  2. Keep support contact details separate from private team emails.
  3. Use a consistent business name across payments and public pages.

Good to know

  • Time zone affects bookings, reminders, and scheduled marketing.
  • Use a monitored inbox for customer replies.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.

Sunny Arora

Written by

Sunny Arora

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