Customize Your Account Settings
Why This Matters
Making the system feel like yours starts with personalizing your account. From uploading your logo and choosing your brand colors to setting your time zone and profile picture, these customizations create a professional experience that reflects your business identity. These settings also ensure your email communications come from you, display the correct time for scheduled actions, and present a polished appearance to your team.
You don't need to configure everything at once, but taking 20 minutes to personalize these settings now makes working in the system more enjoyable and ensures your communications look professional from day one.
Your Account Identity
Your account includes several customization options that control how the system looks and behaves for you and your team.
Profile Picture
Your profile picture appears in the top-right corner of every page and on your team page. Uploading your photo personalizes the system and helps team members identify you quickly.
To add your profile picture:
- Click the circle in the top-right corner of the navigation bar
- Click Change Photo
- Choose your image file and click Upload
- Use the cropping tool to select the area
- Click Apply Changes and confirm
Use a professional headshot or logo that represents you. The system accepts standard image files and will automatically resize and crop your image to fit the profile picture area.
Theme Colors
Customize the color theme to match your brand or personal preference. The theme changes the color of menus, buttons, and navigation elements throughout your interface.
To change your theme:
- Hover over your profile picture menu and click Customize
- Click Theme/Color
- Choose your preferred color scheme
The theme applies to your view of the system. If you have team members, they can each choose their own theme colors.
Company Logo (Elite and Enterprise Plans)
Replace the default logo in the top-left corner of every screen with your company logo. This creates a professional, branded experience throughout the entire platform.
To upload your logo:
- Hover over your profile picture menu and select Customize
- Click Logo
- Upload your logo file (PNG or JPG, maximum 50 KB)
- Use the cropping tool to frame your logo properly
- Click Apply Changes and Save
Your logo appears immediately across all screens for everyone on your account. For best results, use a high-resolution logo at least 300 pixels wide.
Essential Communication Settings
Time Zone Configuration
Your time zone determines when scheduled emails send, when calendar appointments appear, and how timestamps display throughout the system. Setting this correctly prevents confusion and ensures automated actions happen at the right time.
To set your time zone:
- Go to your profile menu and choose Account Settings
- Use the dropdown to select your time zone
- If your location doesn't observe Daylight Saving Time (like Arizona), check the box below the time zone dropdown
- Click Save
You can verify the system's current time at the bottom of the Account Settings page. Highlight the text with your mouse to see it clearly.
Mail Merge Profile
Your Mail Merge Profile controls who emails come from, what contact information appears in your messages, and how you comply with email regulations. This is essential if you'll send email campaigns.
Your Mail Merge Profile includes:
Email Configuration: Set your "from" address and reply-to information. Use a professional business email from your own domain (yourname@yourbusiness.com) rather than free services like Gmail for better deliverability.
Contact Information: Add your name, business name, phone number, mailing address, and website. This information can be merged into email templates and automatically appears in email footers to comply with CAN-SPAM and other email regulations.
Newsletter Settings: If you'll use the Done-For-You Newsletter template (a pre-designed monthly newsletter), add your newsletter title and any additional information like license numbers or credentials.
To configure your Mail Merge Profile:
- Hover over your profile picture and click Account Settings
- Navigate to Mail Merge Profile
- Enter your email address and click Save
- Click Send Verification Email and check your inbox for the verification link (REQUIRED - you cannot send campaigns until verified)
- Fill in your complete contact information
- Complete newsletter settings if you'll use newsletters
- Click Save
Remember to verify your email address by clicking the link in the verification email. You can't send campaigns until your address is verified.
Account Security
Password Management
If you ever need to reset your password, the system includes a self-service reset process. Visit the How to Reset Your Password article for complete instructions.
The reset process is fast and secure—you'll receive a reset link by email that lets you create a new password in just a few minutes.
When to Configure These Settings
Set up immediately:
- Time zone (so scheduled actions happen at the right time)
- Mail Merge Profile if you'll send emails (required before your first campaign)
Set up when convenient:
- Profile picture
- Theme colors
- Company logo (if available on your plan)
Set up as needed:
- Password reset (only when you forget your password)
Questions and Answers
Q: Do I need to set up all these customizations?
A: Only time zone and Mail Merge Profile are essential if you'll send scheduled emails or campaigns. The other customizations are optional but make the system more professional and personalized.
Q: Can I change these settings later?
A: Yes. All these settings can be updated anytime from your Account Settings or Customize menu. Changes take effect immediately.
Q: If I have a team, do they need to set up their own profiles?
A: Yes. Each team member should configure their own profile picture, time zone, and Mail Merge Profile. Theme colors are also per-user. However, the company logo is account-wide—one upload applies to everyone.
Q: What's the difference between my profile picture and company logo?
A: Your profile picture represents you individually and appears in your profile menu. The company logo represents your business and appears in the top-left corner of every screen (Elite and Enterprise plans only).
Q: Why does the Mail Merge Profile require my business address?
A: Email regulations like CAN-SPAM require a valid physical mailing address in all marketing emails. The system automatically adds this to your email footer for compliance.
Q: Can I use Gmail or Yahoo for my Mail Merge Profile email?
A: This is not recommended. Free email addresses have poor deliverability for marketing campaigns. For best results, use a professional email from your own domain and set up email sending domain authentication.
Q: What if I don't have my own company logo?
A: The default system logo will continue to appear. You can upload your logo later when you have one, or work with a designer to create professional branding.
Q: Do these settings affect my mobile version?
A: Time zone and Mail Merge Profile settings apply across all devices. Visual customizations like theme colors and logos primarily affect the web interface.
Q: How often should I update my Mail Merge Profile?
A: Update it whenever your contact information changes—new phone number, address, business name, or email address. Keeping it current ensures your email communications always have accurate information.
Q: What if I'm in Arizona or another location that doesn't observe Daylight Saving Time?
A: Check the box under the time zone dropdown that says you don't observe Daylight Saving Time. This prevents the system from automatically adjusting your time twice a year.
Guide Type: Getting Started
Estimated Time: 20 minutes (or 5 minutes for essentials only)
Next Guides: Quick Start Guide, Setup: Email Sending Domain, Understanding Your Dashboard