Business profile
Enter your agency name, logo, contact details, address and time zone, and stop the same client from being saved twice.
3 min read
The business profile is your agency's identity in the panel. The name, logo, phone and email you enter here are used in messages, appointment confirmations and system emails. The time zone underpins every appointment, reminder and report time: when the assistant says "viewing tomorrow at 2 pm", the time written into the calendar is calculated from this setting.
Before you start
- Only users with the Admin role can edit this page. See Roles and permissions.
- Prepare your logo as a square (e.g. 512×512 px) PNG with a transparent background.
- Our team fills in this page with you during setup. This article covers what to do when you want to update it later.
Enter your general details and address
- Open Settings → Business Profile.
- In General Information, upload your logo and check the fields:
- Friendly Business Name: the name clients see (e.g. Atlas Emlak).
- Legal Business Name: your registered company name (e.g. Atlas Gayrimenkul Ltd. Şti.).
- Business Email and Business Phone: the agency's general contact details. Write the phone number with +90.
- Business Website and Business Niche: your website and industry (real estate).
- In Business Physical Address, fill in your full address, country and Time Zone. For agencies in Turkey the right choice is GMT+03:00 Europe/Istanbul.
- Click Update Information at the top right to save.
Important
Don't change the time zone later. Calendar availability, the appointment times the assistant offers, WhatsApp reminders and reports all run on this setting. A wrong time zone can lead the assistant to offer a client an appointment shifted by an hour. If a change is needed, tell your consultant first.
International buyers and time differences
When James Carter calls from London and books your 3 pm slot, the assistant states the time in office time and writes it to the calendar that way. If you send an online meeting link, adding "Istanbul time" to the message avoids confusion.
Tip
If a colleague works from another city, they can set their own time zone on the My profile page. The time zone in the business profile is the agency's official time.
Duplicate contact setting
The same client might call the office and speak to the assistant, then message you on Instagram the next day. Allow Duplicate Contact decides whether the second contact creates a new record or is added to the existing one.
- Keep Allow Duplicate Contact off. A contact with the same phone or email is then added to the existing client record.
- Choose which field is checked first. The assistant recognises callers by phone number, so Phone first is recommended; you can choose Email as the secondary field.
Heads up
If you switch this on, the same client can end up with several records: the assistant's call summary on one card, the agent's note on another. To merge existing duplicates, see Duplicates and merging.
Common issues
Appointment reminders go out at the wrong time. Check the Time Zone on this page first, then the time zone of the calendar and the user.
The logo doesn't show in emails. Make sure the file is PNG or JPG and refresh the page after saving.
The same client appears twice. Allow Duplicate Contact may be on, or the client used two different numbers. Merge the records.
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