How do I update my business name, logo, contact details or address?
Go to Settings, then General, update whatever's changed and press Save changes. Only admins can save.
Your organization's name, logo and contact details live on the General tab of Settings. Update whichever ones need changing and press Save changes, everything saves together.
Update your details
- Go to Settings, then the General tab.
- Under Organization Identity, update your organization name, website, contact email or contact phone, whichever ones need changing.
- To change your logo, click Upload logo and pick an image, PNG, JPEG, WebP or SVG, up to 1 MB. It replaces your current logo the moment it finishes uploading. Click Remove to take your logo off again.
- Scroll down to Business address if your mailing address needs updating, this is the address used on your invoices and for tax.
- Click Save changes. Your details update immediately, everyone on your team sees the new details the next time they load the page.
If Save changes stays greyed out
It's disabled until you actually change something, so nothing gets saved by accident. Once you edit any field it lights up. If you want to undo your edits before saving, click Reset, it puts every field back to what it was when you opened the page.
If you're not an admin
You can see every field on this tab even if you're not an organization admin, but only an admin can actually save a change here. If you're not an admin and you press Save changes, you'll see an error message and nothing saves, pressing it again won't help. Ask an admin on your team to make the change, or to give you the admin role.
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More in Settings and your account
The other guides people read alongside this one.
- Where do I go to change something about my account or business?
Click Settings in the sidebar, it opens into a list of areas, click the one you need.
- How do I set my timezone and business hours?
Set them on the General tab. Your AI assistant and your scheduling tools both use these to know when you're actually open.
- How do I give my customers a link to sign in and see their documents?
Claim a short web address under General. Depending on your plan, that address becomes the page your customers use to sign in.
- How do I add extra fields to a conversation, like an order number?
An admin defines the field once under Settings, then anyone in your inbox can fill it in on any conversation.
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