🏢 Business Profile Settings Help Guide

Welcome to your account! Let’s walk through the steps to set up your Business Profile so your system runs smoothly from the start.

🔍 Accessing Business Profile Settings

1. Navigate to the bottom-left corner of your account.

2. Click on Settings.

3. You’ll start in the Business Profile tab.

📋 General Information

Steps:

• Business Logo: Upload your logo (check for recommended size and format).

• Friendly Business Name: The public-facing name your clients, leads, and users will see.

• Legal Business Name: The official name registered with your EIN or equivalent.

• Business Email & Phone Number: Add your contact details.

• Branded Domain: This is used for calendar booking links and other public links to match your brand, keeping third-party branding hidden.

• Business Website: Optional, but enter it if available.

• Business Niche: Choose from the dropdown list.

✅ Click Update Information to save.

🏛 Business Information

Before applying for A2P registration, complete this section:

• Business Type: Choose from options like LLC, Partnership, Sole Proprietor, etc.

• Industry: Pick your category (can match the one selected above).

• Registration Type: EIN (common for U.S. businesses).

• Business Registration Number: Or mark as unregistered if you're a sole proprietor.

• Country/Region: Choose from available options (e.g., USA, Canada).

✅ Click Update Information once complete.

☎️ Call & Voicemail Settings

• Incoming Call Timeout: Set how long a call rings before it's canceled (e.g., 10–20 seconds recommended).

• Voicemail Message: Upload an MP3 file for your default voicemail.

✅ Click Save Call Settings.

📍 Business Address & Localization

Fill in your business’s physical location:

• Street Address

• City

• Postal Code

• State/Province

• Country

Then choose:

• Time Zone (used for accurate appointment scheduling)

• Platform Language

• Outbound Communication Language

✅ Click Update to apply changes.

👤 Authorized Representative

This is typically the person managing the account and A2P registration.

Fill in:

• First & Last Name

• Email Address (must be accessible)

• Job Title

• Phone Number (must be able to receive text messages)

✅ Click Update Information when done.

⚙️ General System Options

Duplicate Opportunities:

• Allows leads with the same name, email, or phone number to exist in the sales pipeline.

Enable only if your business model supports duplicates.

Facebook Contact Merging:

• Merges contacts from Facebook if names match existing ones.

Understand the impact before enabling.

Contact Time Zone:

• Automatically adjusts communication based on contact time zone.

Recommended to keep enabled.

Email Bounce Handling:

• Mark Invalid Emails after a hard bounce

• Helps protect your sender reputation.

SMS/Email Validation:

• Verifies phone numbers when sending the first SMS.

• Verifies email addresses when sending the first email.

Reduces delivery errors and improves sender reputation.

📄 Compliance Settings

These options help ensure legal compliance:

• Auto-fill SMS Sender Info: Automatically uses your business name from above for compliance.

• Email & SMS Deduplication Preferences:

  • Avoid duplicate contacts

  • Set prioritization for matching based on email or phone number

📲 Missed Call Text Back

Enable this feature to auto-respond when calls are missed.

Steps:

• Turn Missed Call Text Back ON

• Write a Custom Message

• Send a test text to verify

• Enter a phone number that receives texts

✅ Click Save Missed Call Text Settings.