Save your company information
Open Settings → Company. The screen includes Company Name, Phone, Email, Timezone, Address, and Company Logo. Use the business contact details customers should recognize; individual employee details belong in their profiles.
- Step 1: Enter the company name and contact information.
- Step 2: Choose the timezone in which the business schedules its work.
- Step 3: Save, reload the page, and confirm the values persisted.
- Step 4: Upload a logo using the formats and size limit shown by the upload control. Check the preview after upload.
Choose the right timezone before scheduling
Use a named regional timezone appropriate to the business rather than guessing an offset. Appointment dates and times should be reviewed with that operating timezone in mind, especially when a team member works elsewhere.
After changing timezone, review an existing appointment and a due reminder. Do not assume previously entered appointment times will be shifted automatically. Check sending windows in SMS and email automations as well.
Resolve missing or incorrect information
If a save fails, confirm you are signed into the correct company and have an administrative role. If an old logo persists, reload and compare the Company preview with the page header. Report the page and failure time to support rather than repeatedly uploading the same file.
Keep going
Set up your company with guided questions
Save your business answers, review the actual changes and apply them explicitly.
Read guideConfigure Appointment times
Set weekly times, who works when and optional advanced limits.
Read guideBuild, preview and approve visual automations
Choose deliberate triggers and recipients, test safely, and keep drafts off until an administrator approves.
Read guide