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Your user profile controls how you communicate, schedule appointments, and appear to contacts. This lesson walks through verifying your personal details, creating an email signature, setting your meeting location, configuring availability, and syncing your email.

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How to set up your user profile

1

Navigate to My Profile

Click your profile icon or name in the top right corner of the platform and select Profile or My Profile. Alternatively, go to Settings > My Profile.
2

Verify personal details

Confirm your:
  • First and last name
  • Email address
  • Phone number
These details are used in outgoing communications and calendar invites.
3

Create an email signature

Scroll to the Email Signature section. Build your signature using the editor — include your name, title, company name, phone number, and any relevant links.Your signature will automatically be appended to emails you send from Conversations.
4

Set your meeting location

Under Calendar Settings, choose your default meeting location:
  • Zoom — connect your Zoom account for auto-generated links
  • Google Meet — connect your Google account
  • Physical address — enter a street address for in-person meetings
  • Phone number — use a phone number for call-based appointments
This location appears on appointment confirmation emails and calendar invites.
5

Update your availability

Set the days and hours you are available for appointments. Adjust your available times so the system only offers time slots when you are genuinely free.
6

Connect Outlook (optional)

If you use Microsoft Outlook, you can sync it with the platform. Click Connect Outlook and follow the authorization flow. This keeps your Outlook calendar in sync for conflict checking.
7

Sync your email account

Under Email Sync, connect your Gmail or Outlook account. When synced, incoming and outgoing emails from your connected account will appear in the Conversations area, giving you a complete communication history for each contact.
8

Save your settings

Click Save to apply all changes.

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Key points

Keep your signature concise and professional. Include your name, title, phone number, and a link to your website or booking page. Avoid large images, as they can trigger spam filters in some email clients.
When you connect Zoom, the platform automatically generates a unique Zoom link for every new appointment. This link is inserted into confirmation emails and calendar invites using a custom value.
Accurate availability prevents double bookings and ensures clients can only select times when you are genuinely free. If you have blocked times on an external calendar, connect it as a conflict calendar under the calendar integration settings.
Email sync connects your personal email account (Gmail or Outlook) for one-on-one conversations. This is separate from the dedicated email domain used for bulk email campaigns and automation.

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Key benefits

  • Personalization: A complete user profile customizes your experience and how you appear to contacts.
  • Professional communication: An email signature adds a polished, branded touch to every email you send.
  • Efficient scheduling: Configuring meeting locations and availability streamlines appointment booking for both you and your clients.
  • Outlook integration: Connecting Outlook keeps your calendar events in sync and prevents scheduling conflicts.
  • Email synchronization: Syncing your email account unifies all incoming and outgoing messages in one Conversations view.
Last modified on March 4, 2026