Business General Information
Written By Anand Raj
Last updated 3 months ago
Business General Information is the core profile of a single business — the identifying details that appear across the Agency Portal, the Business Portal, invoices and customer-facing communications. Keep this section accurate; many other modules (telephony caller ID, invoices, notifications) read from these fields.
General Information
Business Logo — uploaded image used across the Business Portal and customer touchpoints. Proposed size 350px × 180px, max 2.5 MB.
Friendly Business Name (required) — the day-to-day display name shown in dashboards, lists and conversations.
Legal Business Name — the registered business name used on invoices and contracts.
Industry (required) — selected from the predefined list (e.g. Beauty and Wellness, Healthcare, Home Services). Drives industry-specific defaults in some modules.
Primary Contact Person — main point of contact at the business.
Primary Contact E-mail (required) — used for system notifications, billing alerts and account communications.
Business Number — primary phone number for the business (with country flag).
Business Website — public website URL.
Billing Address
The legal billing address used on invoices and for tax calculation. All fields combine to form the full address printed on every invoice.
Street Address
City
Postal / Zip Code
Country
State / Prov / Region
Note: Updating the Billing Address only affects future invoices. Already-generated invoices keep the address that was on file at the time of generation.
Frequently Asked Questions
What's the difference between Friendly Business Name and Legal Business Name?
What's the difference between Friendly Business Name and Legal Business Name?
The Friendly Name is what's shown in the UI and to your team. The Legal Name is what appears on invoices and any legal/financial document.
Can the business edit its own General Information?
Can the business edit its own General Information?
Yes, if their role grants access to Business Profile. The Agency can also edit on their behalf at any time from the Agency Portal.
Will changing the Time Zone shift historical reports?
Will changing the Time Zone shift historical reports?
No. Historical events keep their original timestamps; only newly generated reports and schedules will use the updated time zone.
Why is the Business Logo size restricted to 350×180 px?
Why is the Business Logo size restricted to 350×180 px?
That's the rendered size across the Business Portal and customer touchpoints. Larger images get downscaled and may look blurry; sticking to the proposed size keeps the logo crisp.
More in Manage Business Details & Configurations:
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