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Setting Up a Company Profile
Setting Up a Company Profile

company name, business contact info, update company profile

Written by CustomerBase Dev Team
Updated over a week ago

Setting up your company account allows you to enter your company name and contact information, and upload your company logo.

Fill out your company information completely. Your company name, email, phone number, and address will appear on invoices and estimates to your customers.

To get started click on 'Settings' at the bottom of the left-side menu, and select 'Business Info'.

You can also specify your business time zone, and enable options applicable to your business (appointments, classes, or jobs) by marking the relevant boxes. If you wish to add some images to your photo gallery, you can easily do so by clicking on 'Upload image'.

When done completing your company profile, click on 'Save' at the bottom.

You can also use the Setup Wizard tool to fill out your business information easily.

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