Step-By-Step Instructions
Step 1 — Add your display name
In the left sidebar, click Settings → Click Custom Values → Find rep_name and click the pencil icon to edit → Type your full name exactly as you want it to appear (example: Sarah Johnson) → Click Save.
Step 2 — Add your headshot URL
See the article 'How to Add Your Headshot via URL' for step-by-step instructions on uploading and copying your public image link.
Step 3 — Confirm your calendar is set up
Click Calendars in the left sidebar → Open 'Book a Demo' → Verify your availability hours are correct → Copy your booking link and save it somewhere handy — you'll be sharing this often.
Before you start using your account, take five minutes to fill in your personal information. This is what makes your forms, pages, emails, and texts feel like they came from you — not a generic template.
That's it. Your account is personalized and ready to use.
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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