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Effective management of your Business Profile is crucial for ensuring that your account operates smoothly and aligns with your business requirements. The Business Profile is the initial page displayed when you access the Settings section. Navigate to Settings in the left sidebar — the Business Profile page opens by default.
Business Profile

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Business information

Update your core business details in the Business Info section:
  • Business name — the name displayed across your account and communications
  • Address — your business address, used for location-based features and compliance
  • Phone number — your primary business contact number
  • Website — your company website URL
  • Business logo — upload your logo for use in emails, invoices, and pages
Business Profile General

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General settings

Set the timezone for your account. All appointments, automations, and timestamps will reference this timezone. You can also enable the Alternate Timezone feature to allow contacts to book appointments in their own timezone.Steps to toggle Alternate Timezone:
  1. In Business Profile, scroll to the General section.
  2. Locate the Alternate Timezone toggle.
  3. Enable or disable it as needed and save your changes.
Your account automatically sets the default currency based on your business location. For example, businesses in the United States default to USD.Steps to change the default currency:
  1. Navigate to Settings > Business Profile.
  2. Scroll to the General section.
  3. Click the Currency dropdown and select your preferred currency.
  4. Save your changes.
Currency Settings
By default, a contact can only exist once in any given pipeline. Enable Allow Duplicate Opportunity to add the same contact to a pipeline more than once — useful for managing repeat business or multiple service lines.
  1. In Business Profile, scroll to the General section.
  2. Enable the Allow Duplicate Opportunity toggle.
  3. Save your changes.

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Branded domain

A branded domain replaces the default system domain with one that represents your brand in communications and landing pages. Only subdomains are allowed as branded domains. Steps to set up a branded domain:
  1. Navigate to Settings > Business Profile.
  2. Scroll to the Branded Domain section.
  3. Click Add Branded Domain.
  4. Enter your subdomain (e.g., go.yourbusiness.com).
  5. Follow the DNS setup instructions for your domain provider.
  6. Save and verify.

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SMS phone number validation

Validating phone numbers improves SMS delivery rates and helps avoid unnecessary costs for contacts who cannot receive messages. Steps to validate phone numbers:
  1. Navigate to Settings > Business Profile.
  2. Scroll to the Phone Number Validation section.
  3. Click Validate Numbers to run bulk validation against your contact list.
Validate Numbers

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Email and SMS compliance

Maintaining compliance lowers the risk of your communications being marked as spam and ensures you meet provider requirements.
The SMS compliance section lets you set opt-out keywords (e.g., STOP, UNSUBSCRIBE) and configure how the platform handles opt-out requests from contacts.
SMS Compliance
Configure email compliance settings including unsubscribe handling, bounce management, and invalid email filtering to maintain a healthy sender reputation.
Email Compliance
Keeping your compliance settings configured properly reduces bounce rates and improves email and SMS deliverability across your account.
Last modified on March 4, 2026