My Profile

My Profile holds the settings that belong to you as the logged-in user, separate from the shared Business Profile. Changes here affect how you appear and how you’re notified, not the whole sub-account.

My Profile holds your personal settings — name, signature, password, 2FA, and notifications.

What’s in My Profile

Open Settings → My Profile (or My Staff → your user) to manage:

• Your first and last name
• Profile photo
• Personal email and phone number
• Password
• Email signature
• Personal notification preferences
• Two-factor authentication (2FA)
• Your own availability and connected calendar/email (where enabled)

Editing your details

1. Go to Settings → My Profile.
2. Update your name, photo, email, or phone as needed.
3. Save your changes.

Your profile photo and name appear in conversations, internal notes, and assignment views, so keeping them current helps teammates recognize your activity.

Setting your email signature

A saved signature is appended to emails you send, so you don’t retype it each time.

1. Find the Signature section in My Profile.
2. Enter your name, title, phone, and any links you want included.
3. Save. Use the formatting tools to match your brand’s style.

Tip

Keep your signature short and consistent. Include just your name, role, and one or two ways to reach you — long signatures can hurt deliverability and look cluttered on mobile.

Enabling two-factor authentication

Two-factor authentication adds a second verification step at login, so a stolen password alone can’t get into your account.

1. In My Profile, find the Security or Two-Factor Authentication section.
2. Choose your verification method (typically an emailed or texted code).
3. Follow the prompts to confirm and activate it.

Caution

Enable 2FA on every user account that can access customer data. It’s one of the simplest and most effective protections against unauthorized access, and it’s especially important for admins.

Changing your password

Update your password from the Security section. Choose something long and unique that you don’t reuse elsewhere. If you suspect your account has been accessed by someone else, change your password immediately and confirm 2FA is on.

Connecting your calendar and email

Where your plan and role allow it, you can link your personal calendar (Google or Outlook) and email account from My Profile or the connected-accounts area.

• Calendar. Connecting your calendar lets the system check your real availability and write new bookings to it, preventing double-booking.
• Email. Connecting your email lets you send and receive messages through your own address, keeping replies threaded in your inbox and the CRM.

1. Open the Calendar or Connected Accounts section.
2. Choose your provider and sign in to authorize the connection.
3. Confirm the connection shows as active.

Note

Your personal connections and availability affect only the calendars you’re assigned to. Account-wide scheduling defaults live in Calendar Settings, and individual calendar rules live in the Calendars app.

Notification preferences

Use the notification section here to control how you are alerted to events. These personal choices work alongside the account-level Notifications settings — set them so you see what matters without being overwhelmed.