👤 My Profile Help Guide

Welcome to the My Profile section of your account. This is where you manage your personal user settings including your contact info, calendar, email sync, availability, and notifications.

⚙️ Accessing My Profile

1. Go to the Settings section (bottom-left corner).

2. Scroll just below Business Profile and click on My Profile.

📝 Personal Data

In this section, you can update your personal information:

• Profile Image: Click the avatar to upload your image (check suggested dimensions and file size).

• First & Last Name

• Email Address: Used for login and OTP verification.

• Phone Number: Used for OTP if logging in via phone.

• Extension (Optional)

📅 Default Calendar:

• Select your Primary Calendar for bookings (only available if calendars are already set up).

• Impacts workflows, automations, and calendar scheduling.

🌍 Language & Signature

• Platform Language: Choose your preferred interface language.

• Enable Signature: Toggle on to add a default signature to outgoing messages.

• Customize Signature: Use plain text or custom code.

• Include Before Quoted Text: Toggle if desired.

✅ Click Update Profile to save changes.

After updating, you may be asked to enter an OTP to confirm changes to your email address.

🔒 Change Password

1. Enter your current password

2. Enter and confirm new password

3. Click Update Password

🔄 Email Two-Way Sync

• Select your provider (Gmail, Outlook, etc.)

• Click Connect

• Sign in to your email provider

• Optionally enable auto-BCC after setup

• Click Update Availability

📅 Calendar Settings

To connect your calendar:

1. Scroll to Calendar Settings

2. Click Add New

3. Choose from:

   • Google Calendar

   • Outlook

   • iCloud

   • Calendly

For video conferencing:

• Click Add New under Video Conferencing

• Choose Zoom

• Click Connect and sign in

Once connected, you’ll see the integration appear, and you can adjust preferences accordingly.

🕒 User Availability

• Meeting Location:

  • Choose from Custom, Zoom, Google Meet, full address, or phone number

• Time Zone: Critical for accurate appointment scheduling

• Available Hours:

  • Select individual days or use Select All

  • Edit time ranges

  • Use Copy to duplicate hours to other days

✅ Click Update Availability when done.

🔔 Notifications

To access, scroll to the top and click on the Notifications tab.

Notification Types:

• In-App

• Email

• SMS

You'll see two columns:

• Left Side: Notification type (e.g., conversations, tasks)

• Right Side: Delivery method (in-app, email, SMS)

Examples:

• Conversation Notifications:

  • Notify for all new messages

  • Notify when conversations are assigned to you

  • Notify on updates to assigned conversations

• Task Notifications:

  • Set reminders (minutes, hours, days)

  • Choose delivery method

  • Enable daily summaries for due or overdue tasks

• WordPress / Facebook / Google:

  • Notify for new WordPress services, Facebook reviews, or Google reviews (if enabled)

✅ Click Save in the bottom-right corner after finalizing your notification preferences.