Updating your profile
Change your name, business details, and contact info.
3 min read
Editing your profile
Keep your profile up to date so clients see the right information.
How to update
- Go to Settings → Profile
- Edit your details
- Click Save
What you can update
Personal details
- Your name
- Email address
- Phone number
Business details
- Business name (shown on reminders and invoices)
- Service type
- Business address
What clients see
Clients see your business name on:
- Payment reminders
- Invoices
- Receipts
- Client portal
Changing your email
If you change your email:
- Enter the new address
- We'll send a verification link
- Click the link to confirm
- New email is active
You'll continue receiving notifications at your new address.
Related: Uploading your business logo
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