Your Profile

TamikaMarie Smith

Last Update 4 days ago

Hey there! In this video, I guide you through setting up your profile step by step. We start by uploading a picture, entering your contact details, creating a signature, connecting calendars like Google and Zoom, and setting up your availability. Make sure to follow along to ensure your profile is ready for action!

Set up your profile, step by step

Your profile is what your clients and your team see. Open it any time from Settings, then My Profile.

1. Add your photo and contact details

Go to Settings, then My Profile, then General. Upload a square photo (512 x 512 px, under 2.5 MB), then check your name, email, phone and platform language. Scroll down and click Save.

2. Turn on your email signature

On the same General page, switch on "Enable signature on all outgoing messages." Build your signature in the editor below it: your name, a Book Now button and links to your offers. Click Save so every email and text you send carries it.

3. Connect your calendar

Open the Calendar tab. Under Connected calendars, click + Add new and connect your Google or Outlook calendar. Under Configuration, choose your Linked calendar (where new bookings land) and your Conflict calendars (checked so you never get double booked). Turn on Hide event details to keep personal events private.

4. Add Zoom or Google Meet and set your hours

Still in the Calendar tab, open Video conferencing and click + Add new to connect Zoom or Google Meet, so every booking gets a meeting link automatically. New: scroll down to Schedules to set your weekly working hours once and apply them to all your calendars. Use Add date specific hours for holidays and days off.

5. Keep your login secure

Open the Security tab to update your password. If you ever log in on a shared or lost device, click Sign Out Everywhere to close every session at once. We strongly recommend clicking Setup Two-factor Authentication (2FA) App on the same page, so a code from your phone is needed to log in.
Stuck on a step? Email [email protected] or join live training Wednesdays from 11am to 1pm at our OKC office.

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