Your platform is equipped with a robust Settings area, and you’ll likely want to start here when you first get set up. As you become more familiar with your platform, you’ll discover that there are many settings to be tweaked to your exact personal preference.
We're going to walk you through the many Settings options and explain what you’ll want to adjust.
Let’s get started!
First, click Settings at the bottom of the left menu.
When you first open Settings, you’ll have a new left menu to choose from. Let’s adjust some basic information.
Click Profile.
In the left column, you can upload a new logo or change your existing one. In addition, you have a personal details area for your name, email address, and phone number.
On the right side is where you’ll change your account password
Now, let’s scroll down.
You should see Email Signature and User Availability in your main view.
In the left column, you can add an email signature and enable it for all outgoing messages.
User Availability is the setting you’ll use to specify your working days and hours as well as other information. In the Meeting Location field, you can choose between Zoom and Google Meet as your preferred location.
Scroll down even further to find an Integrations area. You can connect Zoom and Outlook in the left column and your Google or Outlook calendar on the right.
Make sure you click Update to save any changes you’ve made before exiting.
And that’s all the basics for setting up your profile.
If you need help with other Settings areas, be sure to check out our other tutorial videos!