💼Business Profile

Step 1 - Click Settings Tab

On the left hand side of your screen, in the menu section, select the tab that says "Settings".

Step 2 - Complete Business Profile Setup

Input your company's information into the business profile. This will allow for the automation to send and receive the correct information for your business.

Important: Please fill out the entire business profile as it will only benefit you and your experience with the platform. This information is private and protected for security purposes. Only admins in your account can view this information.