AGENT WORKSPACE · ACCOUNT SETTINGS

Make this account yours.

Set the business details, booking links, and branding used throughout your account. Submit the values you want to update.

These settings apply to your entire subaccount. Fill only the values you want to change. Blank fields keep their current values.

1A2P 10DLC Compliance4 settings

Legal Business NameOpt In Page URLPrivacy Policy URLTerms & Conditions URL

2General6 settings

CRM Phone NumberEmail For Internal NotificationsFrom EmailFrom NameKnown As Business NameSquare HeadshotPaste a publicly accessible square image URL.

3Appointment Calendars5 settings

Address For In Person AppointmentsCalendar Link For Client Services CallsCalendar Link For Free Consultation CallsCall From Phone Number For AppointmentsZoom Link For Appointments

4Google Reviews1 settings

Google Review Link

5Referral Requests2 settings

Referral Form LinkReferral Program Incentive

6Funnels7 settings

Contact EmailContact Phone NumberFacebook Profile LinkGoogle Reviews Showcase LinkInstagram Profile LinkLinkedIn Profile LinkMain Website Link

7Client Cancellations1 settings

Exit Survey Link

8Email Signature11 settings

Email Signature AddressEmail Signature Appointment Calendar URLEmail Signature Business NameEmail Signature Contact EmailEmail Signature Contact Phone NumberEmail Signature From NameEmail Signature Google Business Profile URLEmail Signature NPNEnter your National Producer Number.Email Signature States Licensed InUse state abbreviations, separated by commas.Email Signature TitleEmail Signature Website URL

9Additional account values7 settings

Booking LinkGoogle Review LinkReferral IncentiveReferral LinkSurvey Linksystem_from_emailsystem_from_name

0 settings entered