Step 2 - Personal Profile

Step 2 - Personal Profile

Navigate To Your Profile
To get to your profile, click on Settings at the bottom of the navigation menu. Then click on Profile under "Business Services."


Update Your Profile
You can modify various settings on your profile. Add a photo, setup an email signature and update your password. Make sure to also update your personal availability if you will be using our calendar booking system. You can also integrate Zoom or Outlook on this page.

    • Related Articles

    • Step 4 - Integrations

      Integrate Your Google Account Under Settings, click on Integrations. Then click "Sign In With Google" which will open a new window. Select an already logged in account, or enter your login details. Then scroll to the bottom of the next page and click ...
    • Step 5 - Webchat Widget

      Setup Your Webchat Widget Navigate to Sites in the left menu, and then click on Chat Widget along the top. Follow the video on what all the customization options are and adjust these settings to your liking. Install Your Webchat Widget If you are ...
    • Step 1 - Business Info

      Navigate To Business Info On your left-hand menu, scroll to the bottom and click on settings. On the next screen, make sure you are on the Business Info tab. Update Your Information Make sure all that your information is correct on this page, ...
    • Step 8 - Mobile App

      Download The Mobile App Search the Google Play Store, or Apple App Store for our mobile app LeadConnector. Download it and login using the same information you use to login on desktop. Using The Mobile App Our mobile app can be used for many of the ...
    • Step 7 - Calendar Overview

      Setting Up A Calendar Navigate to calendar settings. Click Add New Calendar. Follow the video for detailed instructions and setup your calendar to your preferences. Setting Up A Group Calendar Group calendars are best used when you have multiple ...