Updating Your Business Information
Your business information appears in payment plans and communications with customers.
What Information Is Stored?
- Business name
- Contact email
- Phone number (optional)
- Business address (optional)
- Logo (optional)
Where It Appears
Your business info shows in:
- Payment plan emails to customers
- Customer portal
- Check-in messages
- Plan documentation
Updating Your Information
- Go to Dashboard
- Click your name (top right)
- Select Profile or Business Settings
- Update fields
- Save changes
Business Name
This is how you're identified to customers. Make sure it's:
- Your actual business name (not personal name)
- Recognizable to your customers
- Professional
Contact Email
This email receives:
- Customer responses
- Payment notifications
- Plan updates
- Important alerts
Use a monitored business email you check regularly.
Adding Your Logo
A logo makes your payment plans more professional:
- Go to Business Settings
- Click Upload Logo
- Choose image file (PNG, JPG)
- Crop/adjust if needed
- Save
Logo Tips:
- Use high resolution (at least 200x200px)
- Square or rectangular works best
- Simple logos work better than complex ones
- PNG with transparent background is ideal
Business Address
Optional but helpful:
- Adds credibility to plans
- Customers know where you're located
- Shows on payment plan documents
You can use:
- Physical location
- Mailing address
- PO Box
Changes Apply Immediately
When you update business info:
- New plans use updated information
- Existing active plans keep original info
- Customers see updates in new communications
Need Help?
If you need to update information for existing plans or have special requirements, contact support.