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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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