This section is for you as the individual user. It stores your personal information, photo, calendar connections, signature, and communication preferences. It ensures your emails, calls, and appointments are synced correctly with the system.

Uploading a profile photo helps personalize your account and improves visibility when sending emails or booking appointments. The recommended size is 512x512 pixels. You can use Canva to resize your image if needed.

Yes, but your mobile number will not be shown publicly. It’s used for internal communication, such as forwarding calls or messages from your business phone number to you directly.

Your signature will be automatically included in emails sent from within the platform. It helps make your communication more professional and consistent.

You can enable two-way email sync with either Google or Outlook. This allows emails sent and received in your regular inbox to also appear inside the CRM, keeping your communication in one place.

If you’re sending emails directly from Gmail (outside of the platform), you can copy your Auto BCC link and paste it into the BCC field. This will automatically attach the message to the corresponding contact in the CRM.

Click on “Connect Calendar” in the My Profile section. You can link Google, Outlook, or other supported calendars, along with your preferred video conferencing tools like Zoom. This syncs your availability and appointment scheduling.

A conflicting calendar is any personal or secondary calendar (like a family or sports calendar) that the system should avoid booking appointments over. Events on this calendar will block out availability without showing publicly in your CRM calendar.

This section allows you to set your meeting location (like Zoom), time zone, and the specific hours or days you’re available for appointments. It ensures people can only book time with you when you’re actually available.

Yes, especially when you’re new to the platform. Turning on all notifications ensures you’ll receive updates via in-app messages, email, and SMS so nothing gets missed. Once you’re comfortable, you can adjust based on your preferences.