Setting Up Your Business Profile

Business Profile Setup

Your business profile appears on all customer-facing pages, quotes, and invoices. Take time to configure it properly.

Essential Settings

1. Business Name - Your company name as it appears to customers
2. Logo - Upload a high-quality logo (recommended: 400x400px PNG)
3. Contact Information - Email and phone number for customer inquiries
4. Business Address - Used for shipping and invoices

Portal Customization

Customize how your customer portal looks:

• Set your brand colors
• Add a welcome message
• Configure your shipping options
• Set up payment methods

To update your profile:

1. Go to Settings → Portal
2. Update your business information
3. Upload your logo
4. Save changes