10. Set Up Your User Profile
Add Your Profile Picture (Optional)
- Click “Settings”
- Click “Profile”
- Click “Change” and upload your profile picture
User Availability (Optional But Recommended)
- Change your availability accordingly. (Timezone, available days, available hours)
- Click "Update Availability"
NOTE: Calendars will read your calendar AND your availability.
Email Signature (Optional)
You can create your own email signature adjust and add any fonts, colors, and images you wish. You can also adjust whether your email signature is sent on all outgoing messages sent by you. Once you’re ready to save, click “Save”.
NOTE: Your email signature is not added to automated emails.
Integrate Zoom (Optional)
- Under integrations click “Connect”
- Sign into your Zoom account
- Click the checkbox and click “Allow”
- You will know if it's connected when Zoom shows “disconnect”
Do You Only do Virtual Appointments?
If you only do virtual appointments, follow this quick step to set Zoom as your “Default Meeting Location”
Under User Availability, click the drop down and select “Zoom - your@email.com” and click “Update Availability” to save.