Business Profile
Open Settings to edit how your business appears to customers. Only owners can make changes. Staff see these settings read-only.
Business profile
Your business name and mailing address, shown in the footer of every reminder email.
| Field | Required |
|---|---|
| Business name | Yes |
| Street | Yes |
| City | Yes |
| State | Yes |
| ZIP code | Yes |
Every field is required. Marketing email must include a real mailing address, so reminders won't go out until the profile is complete.
Business details
| Field | What it does |
|---|---|
| Type of business | What you do, for example "dryer vent cleaning". The AI uses it when drafting replies. |
| Time zone | Decides what "today" is for reminders, and the times shown across the dashboard |
| Reminder note | Up to 600 characters added to every reminder email. Pro plan only. |
Use the reminder note to say why the service matters, for example what regular maintenance prevents. It isn't included in texts. If you move off Pro, the note is kept but no longer sent.