Account Basics

4 areas

Where You'll Be Working

Four settings areas make up Account Basics. Tap one to see what it covers.

Business Profile

Your logo, legal business name, business email and phone, EIN or registration number, physical address, and time zone.

Your Profile

You as the admin: your own info, photo, personal data, email signature, password, and two-factor authentication.

Calendar & Video

Connect Google, Outlook, iCloud, or Calendly, plus your video conferencing tool and your working hours.

Billing

Add a payment card, set an auto-recharge amount, and see your subscriptions, transactions, and usage.

"Setting up your account properly ensures all communication and branding are consistent across the platform. You can always come back and update these settings later as your business evolves."

Key terms

Definitions

Tap any term to expand it.

A subdomain (like admin.yourbusiness.com) that customizes system-generated links with your own domain instead of a generic one.

Your business's federal tax ID number. Not required, but important to have ready for phone compliance later.

The person representing your business for A2P phone compliance, usually the owner, founder, or a partner.

A setting that controls whether the system tracks each contact's own time zone or assumes everyone is in yours.

A setting that controls whether the system merges contacts who share a phone number or email, even with different other details.

In practice

What You're Setting Up

🏢

Business Identity

Logo, legal name, website, niche, and currency, so your brand looks consistent everywhere.

👤

Your Admin Profile

Personal info, password, two-factor authentication, and your own working hours.

💳

Billing

A payment card on file and an auto-recharge amount so paid features never get interrupted.

👥

Staff (Later)

You'll come back here at the very end of onboarding to add your team, once your own setup is done.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Fill out your business profile completely, including your logo and legal business name

Set up your own admin profile: photo, password, and two-factor authentication

Add a billing card and set an auto-recharge amount

⚡ Tips

Fill out your EIN and registration info now. You'll need it later for phone compliance.
Use the same physical address on your business profile and your business information for consistency.
Disable contact time zone only if you exclusively work with people in your own time zone.
Turn on bot detection if you want to catch automated form spam early.
Wait to add your staff until you've finished your own setup, they get set up last, not first.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which piece of information is specifically important for phone/A2P compliance later?

A subdomain that customizes system-generated links with your own domain is called a ____.

True or false: you should add your staff before finishing your own account setup.

Setting an ____ amount on billing means you never get interrupted by paid features running out of balance.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🏢 Business Profile Checklist for My Business

You are an operations consultant helping me make sure I fill out my business profile completely and correctly the first time, since it affects branding, compliance, and scheduling later. My context: - My business type: [describe your business in 1-2 sentences] - Whether I already have an EIN or business registration number: [yes / no / not sure] - Whether I have multiple locations: [yes / no] Give me: - A checklist of every field worth filling out, grouped logically (branding, legal/compliance, contact info, scheduling) - One sentence per group explaining why it matters later, not just what it is - The 2-3 fields most people skip that they shouldn't - One reminder of what to double check before I click update Finish by asking me: "Do you have your EIN and business address ready right now? Tell me what's missing and I will help you figure out what to do about it.".

🔐 Admin Security Setup Checklist

You are a security-minded IT consultant helping me lock down my own admin account before I start setting up the rest of the system. My context: - How many other people will eventually have accounts: [insert a rough number] - Whether I currently reuse passwords across accounts: [yes / no] Give me: - A short checklist for securing my own admin login (password, two-factor authentication, sign-out habits) - One sentence explaining why admin security matters more here than a regular user account - A simple recommendation for how often to review who has access - One thing to check before I hand any team member admin-level access later Finish by asking me: "Have you turned on two-factor authentication yet? Tell me if you're stuck and I will walk you through why it matters.".

Once your business profile, your own profile, and billing are set, you've got the foundation. Save staff for later, let's get your phone number set up next.